About this episode
On today's episode of Forward Guidance, Lukas Kuemmerle joins Jack Farley to talk his commodity plan and interests in 2022. As someone interested not only in the strategy, but background of commodities, Lukas provides a comprehensive explanation of each of his commodity interests, discusses the current situation in Germany, and makes a case for his bullishness on Bitcoin.
--
(00:00) Introduction
(02:05) Background and Framework
(05:01) Commodity Overview
(11:00) Oil & Natural Gas
(23:54) Inflation Amid Russia's Invasion of Ukraine
(26:15) Why Lukas Got Short-Term Skeptical of Commodity Prices In March
(31:07) Backwardation & Contango
(34:30) Bearish On Soybeans
(39:26) Wheat
(41:08) Shipping
(46:08) Bearish Copper
(48:50) Dollar Strength
(50:32) Germany
(55:40) Bitcoin
Get every episode summarized
Each time Forward Guidance publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Forward Guidance
The Bond Market Is Trapping The Fed | Weekly Roundup
Forward Guidance
Sep 11, 202645:23completed
Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Haber
Forward Guidance
Sep 2, 202644:50pending
Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekl...
Forward Guidance
Aug 27, 202653:09pending
Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Ro...
Forward Guidance
Aug 20, 202653:42pending