
Rapid Emerging Market Growth Insanely Bullish For Commodities: Louis Gave
Louis Gave thinks that those bearish on commodities due to a potential recession are discounting the pace and size of emerging market development. Louis argues that as a new middle class establishes themselves in places like India, Latin America, and across Asia, precious metals, copper, uranium, and energy prices are headed much higher.
Gavekal: https://web.gavekal.com
Follow Louis on X: https://twitter.com/gave_vincent
Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/H0yjveELUa6EkrnqbWiIe0?s=cl&p=a&ilr=0
Follow Jesse Day on X: https://x.com/jessebday
Commodity Culture on…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.