ZOLTAN POZSAR: EL CRECIMIENTO DE LAS "COMMODITIES", EL MUNDO CAMBIÓ HACE 12 MESES (MARZO 2023)

This I-beam in Chicago is connected to track that Carries 34,000 passengers on 70 trains across this bridge every day. pic.twitter.com/wcwly3WuTb

— Rob (@_ROB_29) April 20, 2023

 

 In Zoltan Pozsar’s most recent interview pursuant to his missive entitled War and Peace, he spoke with Resource Talks in mid March. During this conversation, he laid out rather concisely  the main points of that report. So we listened and wrote a follow up to that piece outlining Zoltan’s key interview points, which were tangentially different than War and Peace.

Contents:

1. The Two Commodity Narratives
2. Three Things Governing the Second Narrative
3. Rate Hikes in the New Narrative
4. G7 Government Spending’s Themes
5. There are Two Outcomes from This
6. Rate Hike Recession Effect Summarized
7. How Long a Supercycle?

Attached is a blow by blow of key concepts broken out, to be used as a follow-along while listening or as a stand alone post. It is Pozsar’s points broken out chronologically in what should be easier to digest.