The Independent Speculator Goes Macro, Talks Commodities

In this Resource Talks interview, Antonio Atanasov wanted to know how I explain the seemingly wacky market trends in the resource sector today—and what that might tell us about what's coming next. This resulted in a more macro conversation than we usually have, but it's not all theory. I cover the big element from the stagflation of the 1970s that's still missing today, and more. (I'm not the only guest in this show, but I'm the first up.)