The Floor Is In

Published on
June 3rd, 2015
Topic
Hard Commodities, Food agriculture, Energy Commodities
Duration
15 minutes
Asset class
Commodities, Equities

The Floor Is In

Featuring John Butler

Published on: June 3rd, 2015 • Duration: 15 minutes • Asset Class: Commodities, Equities • Topic: Hard Commodities, Food agriculture, Energy Commodities

John Butler of Amphora Capital continues the Commodities series with The Floor Is In, addressing the dramatic declines across the commodities spectrum in 2014, and the macro forces that may lead to major retracements in a few.

Comments

  • FO
    Federico O.
    13 June 2015 @ 04:00
    Excellent presentation, I really like the way that John Butler talks and explain things.
  • DF
    Dominic F.
    9 June 2015 @ 12:11
    Not sure wage pressure is sustainable. Time for a recession to knock that on the head. Immigration also keeps wages growth weaker.
  • WM
    Will M.
    7 June 2015 @ 21:50
    Very professional and polished. Yes gold manipulated as is every other financial market now.
  • DP
    David P.
    7 June 2015 @ 16:07
    Sharp, incisive, professional analysis.
  • DS
    David S.
    7 June 2015 @ 09:09
    I up-voted this, but the presentation would have benefited from supporting charts.
  • CM
    Corentin M.
    6 June 2015 @ 12:17
    Couldn't agree more! Pretty straight forwards, as usual
  • EC
    Edward C.
    6 June 2015 @ 05:48
    Fantastic as always. Clear and concise. Time to buy well managed, low cost structure miners?
  • SS
    Stewart S.
    6 June 2015 @ 02:29
    interesting
  • DK
    David K.
    5 June 2015 @ 18:57
    I appreciate this perspective. Focused and Concise.
  • DH
    Dale H.
    5 June 2015 @ 06:29
    Enjoyed. I've a focus on gold. Agree with you, your clarity helps me :) Prob Au manipulated? If so, how long continues? Some best miners still perf well; off today. Bullion? Miners? Royalty co? ETF?
  • SP
    Steve P.
    5 June 2015 @ 03:47
    Very concise and well co ordinated arguments that give us a clear picture of where John thinks we are headed. Agree with his stagflation call.
  • JV
    James V.
    4 June 2015 @ 12:10
    Excellent analysis. Clear, crisp, concise and to the point. Would be helpful to show some charts in the background of topics/ideas discussed.
  • bp
    bart p.
    4 June 2015 @ 08:17
    I enjoy watching the commodities series with John Butler, he has a clear view on the markets and does a good job of presenting it. I hope the commodities series he presents here at RV continues.
  • IK
    Ian K.
    4 June 2015 @ 08:10
    Good interview made even better by the illusion that it was being delivered by a trimmer Gavin Belson.
  • JF
    Jennifer F.
    4 June 2015 @ 08:05
    I love the way he can explain so concisely and in turns you can follow. I love his interviews.
  • db
    don b.
    3 June 2015 @ 23:04
    Au has no volatility because it is getting monkey hammered every time it makes a move up. Best example is the last 2 days with the $ getting killed and Au sells off. Don't try to make sense of crime.
  • GG
    Guillermo G.
    3 June 2015 @ 18:58
    Very well explained. Thorough and professional outlook into the macro economy. If John is right and stagflation shows up at the end, then is game over for the central banks of the world.
  • TW
    Thomas W.
    3 June 2015 @ 16:37
    Very well done. AND ... we'll have to see what the gold cartel has in mind. Gold is, after all, a criminally manipulated market. Until that changes or the shorts get run, we're at their mercy.
  • CP
    Charles P.
    3 June 2015 @ 14:39
    I thoroughly enjoy John's presentation style, and find his analysis to be sharp and interesting. With this presentation, and others recently, RV continues to dazzle. Keep it coming! Great stuff!