A Commodity-Led Recession

Raoul Pal the Journey Man ·
Featuring Dwight Anderson and Raoul Pal

Published on: May 10th, 2022 • Duration: 59 minutes

Dwight Anderson is one of the world’s most famous and most successful commodity investors. To be able to witness Raoul tap Dwight’s deep knowledge and experience is a real treat for Real Vision. Dwight leads Raoul on a whirlwind tour through the entire commodity complex – from gas to industrials, from energy to renewables – piecing together all of the supply issues as well as the demand equations, how they fit into the macro, and their impact on the global economy. Dwight is getting concerned about a global recession somewhere soon on the horizon. Such an event could cause a sharp sell-off in commodities via demand destruction due to high rates and high prices. He’s also worried about a potential food crisis. In the aftermath, supply issues are unlikely to have been alleviated, outside of food, and may re-ignite. It’s a very complex world out there, and this is a must watch. Recorded on April 22, 2022.