John Butler – Think Piece

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

John Butler – Think Piece

Featuring John Butler

Published on: March 2nd, 2015 • Duration: 24 minutes • Asset Class: Commodities, Currencies • Topic: Investment Framework, Global Outlook

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.

Comments

  • CT
    Claudia T.
    16 April 2015 @ 18:57
    Excellent! Great insight, great advice, great guy.
  • KT
    Kevin T.
    26 March 2015 @ 16:02
    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 March 2015 @ 04:14
    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 March 2015 @ 16:52
    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 March 2015 @ 04:30
    Focused, clearly articulated thinking and advice. Superb program.
  • AL
    Alex L.
    4 March 2015 @ 00:02
    This interview is GOLD!
  • cr
    chris r.
    3 March 2015 @ 21:02
    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 March 2015 @ 18:57
    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 March 2015 @ 17:20
    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 March 2015 @ 09:45
    This interview should be mandatory for any student of economics or financial markets. Brilliant!
  • PB
    Peter B.
    3 March 2015 @ 05:09
    Interesting comments on distressed valuations, demand shocks... Leaves me wanting more : )
  • PB
    Peter B.
    3 March 2015 @ 04:48
    ... "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 March 2015 @ 02:24
    Terrifically informative and thought provoking. RVTV continues to impress!
  • SA
    Scott A.
    3 March 2015 @ 01:19
    Great piece. Very articulate, very clear on what his views on commodities are.
  • GC
    Gary C.
    3 March 2015 @ 00:33
    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 March 2015 @ 22:38
    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 March 2015 @ 22:21
    Excellent commentary by John. He articulated his conclusions thoughtfully and organized them to make it very easy to understand.
  • RS
    Roger S.
    2 March 2015 @ 20:44
    eye opening comparisons to the stagflation on the 1970s
  • SH
    Steven H.
    2 March 2015 @ 17:47
    Excellent commentary