Podcast | Commodities in a new supercycle

In this episode, we analyze the rise of commodities in the context of a new supercycle, which could reach its peak in 2025, with Ernesto Revello, an independent certified advisor in wealth management and investments, expert in macro and multi-assets.

We explore how the historically low relationship between commodities and the S&P 500 suggests the start of a new bull cycle. Unlike previous cycles, this time there are structural factors in favor, such as the energy transition, deglobalization, the redistribution of growth towards emerging markets, and dedollarization.

We also discuss the impact of the current macroeconomic environment, where stagflation and high indebtedness could further boost the value of real assets.

We also explore the most profitable ways to invest in commodities, from the physical purchase of precious metals to ETFs. Ernesto Revello, with 25 years of experience in the sector, joins us.

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