John Butler – Think Piece

Featuring John Butler

In the Think Piece series some of the most lateral and brilliant thinkers in modern finance tell us what is on their mind at the moment. Consider it an informal walk around the inside of their heads. This week John Butler, author of The Amphora Report commodities newsletter, tells us what’s on his radar.

Published on
2 March, 2015
Topic
Global Outlook, Investment Framework
Duration
24 minutes
Asset class
Commodities, Currencies
Rating
12

Comments

  • CT

    Claudia T.

    16 4 2015 18:57

    0       0

    Excellent! Great insight, great advice, great guy.

  • KT

    Kevin T.

    26 3 2015 16:02

    0       0

    Fascinating speaker. I like that he clearly had thoughts on the best way to play his vision of what's to come.

  • JS

    James S.

    8 3 2015 04:14

    4       0

    Mr. Butler really puts together what we all are sort of sensing is going on in the market.brilliantly and concisely lays out not just an investing strategy but an entire mindset for the next decade.

  • KS

    Kashyap S.

    5 3 2015 16:52

    3       0

    Gave me the confidence booster I needed to hold on to my losing positions for just that bit longer. It's been a frustrating half year in commodities including precious metals.

  • AD

    Anthony D.

    4 3 2015 04:30

    12       0

    Focused, clearly articulated thinking and advice. Superb program.

  • AL

    Alex L.

    4 3 2015 00:02

    7       0

    This interview is GOLD!

  • cr

    chris r.

    3 3 2015 21:02

    0       0

    Great video. I just hope hes wrong. Extended No Growth period/major global slowdown doesn't play out well for investments.

  • AA

    Ali A.

    3 3 2015 18:57

    2       0

    Proper Macro, would like to hear more about destocking/restocking and some comments about the various term structures we're seeing in energy, metals, ags etc

  • RS

    Rick S.

    3 3 2015 17:20

    4       0

    I liked the compressed format (where I don't hear the questions) that provides for a rich 30 minute module. Thank you.

  • PH

    Philip H.

    3 3 2015 09:45

    3       0

    This interview should be mandatory for any student of economics or financial markets. Brilliant!

  • PB

    Peter B.

    3 3 2015 05:09

    2       0

    Interesting comments on distressed valuations, demand shocks... Leaves me wanting more : )

  • PB

    Peter B.

    3 3 2015 04:48

    0       0

    ... "should a company be worth the difference between the input and output prices, or some multiple of that difference" ~19:45. Wait, what? I understand 'industry standard' but still LOL'd.

  • WG

    Wayne G.

    3 3 2015 02:24

    4       0

    Terrifically informative and thought provoking. RVTV continues to impress!

  • SA

    Scott A.

    3 3 2015 01:19

    6       0

    Great piece. Very articulate, very clear on what his views on commodities are.

  • GC

    Gary C.

    3 3 2015 00:33

    0       0

    Agree with Bruce and Roger above, definitely will drive my investing decisions as the DJ, S&P, etc melt with current recession

  • BL

    Bruce L.

    2 3 2015 22:38

    6       0

    must confess I did not know John Butler but this was terrific. I could listen to him for hours. Very articulate.

  • KT

    Ken T.

    2 3 2015 22:21

    2       0

    Excellent commentary by John. He articulated his conclusions thoughtfully and organized them to make it very easy to understand.

  • RS

    Roger S.

    2 3 2015 20:44

    9       0

    eye opening comparisons to the stagflation on the 1970s

  • SH

    Steven H.

    2 3 2015 17:47

    5       0

    Excellent commentary