The Safe Haven from Stagflation

Published on
April 22nd, 2015
13 minutes

The Safe Haven from Stagflation

Presentations ·
Featuring John Butler

Published on: April 22nd, 2015 • Duration: 13 minutes

John Butler continues our Commodities series with The Safe Haven From Stagflation, exploring the logic of holding defensive commodities to guard against economic decline in the course of the business cycle.


  • ML
    Mehdi L.
    21 February 2020 @ 09:30
    It's 2020 and this presentation is even more timely
  • DP
    David P.
    20 July 2015 @ 10:18
    Excellent commentary on the developing stagflation and how to best manage it. John's style is concise, cogent, and information-dense. Thanks for having him as part of your regular presenters.
  • DF
    Dominic F.
    28 April 2015 @ 00:40
    It is great to watch these videos and get a theme. What is clear is that no--one has the answers, esp the 'when'. But there are definite themes that connect these people who understand capital flows.
  • CY
    C Y.
    27 April 2015 @ 21:06
    Concise, well thought out, actionable. Great piece...
  • JW
    John W.
    26 April 2015 @ 13:54
    PS..E.G., How to invest in PMs, GLD.? If so when to exit, etc etc
  • JW
    John W.
    26 April 2015 @ 13:52
    I echo Maurice.....dont pull punches, its vital that rv speakers not come off as simply talking their book or steering new clients to their fund, not suggesting john is doing BUT..
  • GW
    Grant W. | Founder
    26 April 2015 @ 07:49
    ..not everyone will like or appreciate every piece we do and we understand that, but there is tremendous value in getting smart thinking from people who understand their corner of the financial world
  • GW
    Grant W. | Founder
    26 April 2015 @ 07:48
    Joel, we read every comment. All we are looking for on RV is 'smart'. Not 'bullish'. Not 'bearish'. We are agnostic and leave it to the viewers to take what they can/will from the wisdom on RV....
  • JC
    Joel C.
    23 April 2015 @ 08:53
    i'm sure the guys at RV don't let these comments influence them too much ..i am paying for insight and thoughtful content that i dont see elsewhere matter whether i "like" the conclusions or not
  • SP
    Steve P.
    23 April 2015 @ 07:13
    An RV gem . A well thought out presentation, concise and with clear audio. At the end we ask "did I learn something from this?" The answer to John Butlers videos so far is an unambiguous YES
  • MA
    Maurice A.
    23 April 2015 @ 06:55
    I enjoyed it and much better camera framing on this one. Would like to see suggested investment strategies. E.g., how best to go long agricultural commodities.
  • BD
    Bruce D.
    23 April 2015 @ 02:59
    Clarity of thought is a beautiful thing, great commentary and thoughtful discussion, thank you!
  • db
    don b.
    22 April 2015 @ 18:48
    If only commodities were priced based on a price signal due to supply -demand. But as we all know commodity pricing is controlled HFT goons and the banks in collusion with the "Deepstate" Yawn
  • TL
    T L.
    22 April 2015 @ 18:34
    so good, bring him on!
  • LP
    Lynn P.
    22 April 2015 @ 17:13
    Hardly worthless. The best investment is a bad one you don't make. This guy is cogent and informative.
  • BB
    Brian B.
    22 April 2015 @ 16:36
    Too many secrets revealed! Damn you Real Vision! That was brilliant! To Jeronimo: you have no idea the value of the info just giving here. As they say, you can lead a horse to water...
  • AD
    Anthony D.
    22 April 2015 @ 16:22
    Brief, to the point , well worth the time watching
  • JP
    Jeronimo P.
    22 April 2015 @ 14:40
    It's a shame we've had to sit through these 98% pointless market updates lately. At least we got our moneys worth with Kyle Bass, John Burbank, Mark Hart and Alex Gurevich. Oh well. Patience.......