Rotating Wealthion hosts interview macro and markets experts on rates, gold, equities, and commodities. Trades are attributed to the guest who holds the conviction.
Oil has round-tripped since the war and now looks like a genuine buy-low setup
Precious metals demand is at 0.5% of assets versus a 2% mean, a return to normal quadruples demand
Silver has run a 6-year supply deficit so deep it would take 10 new First Majestics to fill it
Uranium needs 11 undiscovered mega-mines in 15 years, so the long-term price keeps rising
Gold heads to $10,000 as currency debasement forces central bank reserves to become gold-backed.
Shallow-water Gulf oil is deep value at 1.5x earnings with fat cash flow the market wrongly writes off.
China builds the first zero marginal cost power grid; its renewable, battery and EV champions re-rate higher.
Silver rips to $300 as solar demand and China stockpiling collide with restricted supply.
Commodities are in a 6-year supercycle up, hard assets belong at 10-15% of the market, not 3%
Refining is the real bottleneck: cracks near the oil price mean product scarcity, not crude, drives returns
Precious metals go higher as fiat debasement pushes central banks toward gold-backed reserves
Nvidia is overvalued as hyperscalers become cyclical old-economy spenders like 2014 miners
The old economy is roaring back and commodities as a whole are in a multi-year straight-line uptrend since 2020
Precious metals rip as fiat debasement pushes central banks toward gold-backed reserves
Refined products are scarce because nobody built refineries, so the crack premium and the futures roll pay you even if oil stays flat
Nvidia is massively overvalued while energy and hard assets are cheap; the S&P energy weight should triple
