Trader Ferg: Fuel Rationing, ‘Hard To Go Wrong’ With Gold Miners & Platinum To Outperform
Stijn Schmitz welcomes Trader Ferg to the show. Trader Ferg is a Full-time Trader and is the Author of the Trader Ferg Substack. The discussion opens with a vivid illustration of emerging fuel shortages, as Trader Ferg shares images of long queues at his local petrol station in Bali, a symptom of diesel and product tightness spreading across Asia. He argues that governments avoid admitting scarcity, instead running down strategic reserves, but this dynamic sets the stage for a prolonged “big refill” cycle that will keep crude and refined products tight for years. He cautions that markets are…
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