The Floor Is In

Featuring John Butler

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.

Published on
3 June, 2015
Topic
Hard Commodities, Food agriculture, Energy Commodities
Duration
15 minutes
Asset class
Commodities, Equities
Rating
9

Comments

  • FO

    Federico O.

    13 6 2015 04:00

    2       0

    Excellent presentation, I really like the way that John Butler talks and explain things.

  • DF

    Dominic F.

    9 6 2015 12:11

    0       0

    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 6 2015 21:50

    1       0

    Very professional and polished. Yes gold manipulated as is every other financial market now.

  • DP

    David P.

    7 6 2015 16:07

    1       0

    Sharp, incisive, professional analysis.

  • DS

    David S.

    7 6 2015 09:09

    1       0

    I up-voted this, but the presentation would have benefited from supporting charts.

  • CM

    Corentin M.

    6 6 2015 12:17

    1       0

    Couldn't agree more! Pretty straight forwards, as usual

  • EC

    Edward C.

    6 6 2015 05:48

    1       0

    Fantastic as always. Clear and concise. Time to buy well managed, low cost structure miners?

  • SS

    Stewart S.

    6 6 2015 02:29

    0       0

    interesting

  • DK

    David K.

    5 6 2015 18:57

    1       0

    I appreciate this perspective. Focused and Concise.

  • DH

    Dale H.

    5 6 2015 06:29

    2       0

    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 6 2015 03:47

    2       0

    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 6 2015 12:10

    6       0

    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 6 2015 08:17

    9       0

    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 6 2015 08:10

    3       0

    Good interview made even better by the illusion that it was being delivered by a trimmer Gavin Belson.

  • JF

    Jennifer F.

    4 6 2015 08:05

    4       0

    I love the way he can explain so concisely and in turns you can follow. I love his interviews.

  • db

    don b.

    3 6 2015 23:04

    3       0

    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 6 2015 18:58

    6       0

    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 6 2015 16:37

    9       0

    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 6 2015 14:39

    23       0

    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!