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The Commodity Supercycle Is Back: Gold, Silver, Rare Earths | David Wargo
In this high-conviction, high-energy interview, SCP Resource Finance CEO David Wargo joins Trey Reik to lay out why the next big macro move is into commodities, driven by a weakening dollar, a race for critical minerals, and an urgent shift away from China-dominated supply chains.
Key Topics:
What the recent U.S.–China trade deal really means for rare earths
Why gold, silver, copper, nickel, and rare earths are all set to surge
How the U.S. dollar’s decline will fuel a real asset bull market
How Ukraine’s reconstruction will supercharge base metals demand
Whether the U.S. will take control…
The skinny
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