The commodity supercycle. You hear about it everywhere. Some say it started in 2016, yet my portfolio would beg to differ. Is "supercycle" just a catchphrase used to get retail investors' money into the space? That's what I asked about in this interview.

In this conversation, I sat down with Ore Group founder Stephen Stewart, and two of the CEOs of Ore Group companies - James Sykes (Baselode Energy), and Anthony Moreau (American Eagle Gold).

We talked about copper, gold, silver, uranium, rare earth metals, and a few other commodities.

Timestamps:
00:00 Important note
00:10 Intro
00:55 Is the commodity supercycle real or just a catchphrase?
04:30 What's the main driver of this commodity cycle?
08:30 Are higher interest rates an issue for the commodity cycle?
11:30 Is bifurcation a thing in commodities today?
14:00 Does gold play a role in this cycle?
17:30 What are your favorite commodities?
20:30 Does uranium play a role in this cycle?
26:00 Does a nuclear accident end the uranium bull run?
28:30 Do rare earth metals play a role in this cycle?
33:35 What are the risks for the commodity supercycle?
39:40 What matters most for commodities?
42:30 Closing thoughts

Was there something wrong with what the guests said? Did I fail to ask an important question? Did I make a mistake? Is my hear ugly, my voice stupid, and my face misaligned? Please tell me about it. Criticism and skepticism are highly welcome and help me learn. Thank you.

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