Another Year, Another Commodities Super-Cycle?



**It’s the best of the year week here at Real Vision. Until 2023, we won’t be uploading new/updated pieces of content**

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Mish Schneider, director of trading education and research at MarketGauge.com, joins Maggie Lake to share her view of the most important macro drivers in the new year, where she’s targeting tradeable opportunities, and why investors will need to keep their heads on a swivel. Recorded on December 7, 2022.

TIMESTAMPS:
1 What Is Your Macro Outlook Going into 2023? 00:50
2 Revisiting Mish’s “Modern Family” 07:00
3 Overview of Commodities for 2023 0:17:56
4 Where Will the Dollar Go Next? 0:29:13
5 Expectations for US Equities and Retail Investors in 2023 0:31:26
6 Thoughts on Volatility in 2023 0:38:24
7 Mish’s Individual Picks 0:42:13
8 Conclusion 0:48:34
9 The Takeaways 0:50:52

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#commodities #copper #gold #oil #gas #naturalgas

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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No More Russian Gas!! Will Europe FREEZE This Winter?!



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~~~~~~

📺 Useful Vids 📺

Europe Energy Crisis 👉 https://www.youtube.com/watch?v=Mz5fgoUrJf4
Civil Unrest & Global Sanctions 👉 https://www.youtube.com/watch?v=GqnJ9QL0y1E
Sanctions Implications 👉 https://www.youtube.com/watch?v=hOjbqMdqZRU

~~~~~~

⛓️ 🔗 Useful Links 🔗 ⛓️

Winter Weather Projections: https://www.severe-weather.eu/long-range-2/fall-2022-weather-forecast-update-la-nina-seasonal-usa-europe-fa/
Bloomberg Interview: https://www.youtube.com/watch?v=b9nCIqvBCAU
France Rationing: https://www.nytimes.com/2022/09/05/business/russia-gas-europe-france.html
China LNG: https://www.youtube.com/watch?v=4bTX0yXHTMg
Europe’s Energy Lehman: https://www.bloomberg.com/news/articles/2022-09-06/europe-s-lehman-warning-on-energy-prompts-flurry-of-cash-help
Uniper Bankrupt: https://www.dw.com/en/germany-finalizes-bailout-of-ailing-energy-giant-uniper/a-62562327
Turbine Update: https://www.reuters.com/business/energy/russias-gazprom-says-no-nord-stream-1-turbines-currently-canada-2022-08-25/
Europe LNG Imports: https://www.hellenicshippingnews.com/europe-imported-record-amounts-of-liquefied-natural-gas-in-2022/
Cap on Russian Gas: https://www.theguardian.com/business/2022/sep/13/leaked-paper-reveals-eu-is-unlikely-to-cap-price-of-russian-gas
EU Reaches Gas storage early: https://www.bloomberg.com/news/articles/2022-08-29/europe-nears-gas-storage-target-early-despite-russian-supply-cut

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– TIMESTAMPS –
0:00 Intro
0:34 Russia Turns off Taps
2:46 Margin Crunch
6:25 Short-sighted Policies
9:02 Energy Rationing
12:54 Silver Linings
16:03 My Thoughts

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📜 Disclaimer 📜

The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.

#Europe #Russia #Gas

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The Transition To Clean Energy Takes a Long Time



The transition to clean energy is an extremely important and noble cause but achieving future net-zero targets “will be very, very difficult.”

That’s the message from Wil VanLoh, the Founder and CEO of Quantum Energy Partners, a private equity firm that’s been building energy companies for nearly a quarter-century.

Wil also happens to be a long-time friend of Kyle’s, one of the people he seeks out when he has deep questions about what’s going on in energy markets.

In this must-watch interview, Wil and Kyle discuss the urgency needed to address major problems in the global energy market and the necessity of the clean energy transition.

As Wil puts it, “This is an issue of humanity, and if we don’t get it right, the consequences are dire.” Recorded on May 30, 2022.

#cleanenergy #netzero #oilproduction

Thanks for watching Real Vision Finance!

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About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

Connect with Real Vision™ Online:
Real Vision Crypto: http://rvtv.io/RealVisionCrypto​​​​​​​​
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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Europe's BIGGEST Energy Crisis is HERE: How Did This Happen?!



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📲 Insider Info in my Socials 👉 https://guy.coinbureau.com/socials/
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~~~~~~

📺 Useful Vids 📺

Sanctions 👉 https://www.youtube.com/watch?v=hOjbqMdqZRU
Supply Chains 👉 https://www.youtube.com/watch?v=-5RPwo0dlek

~~~~~~

⛓️ 🔗 Useful Links 🔗 ⛓️

Europe’s Nuclear Problem: https://www.bloomberg.com/news/features/2022-01-31/europe-s-nuclear-power-plants-are-disappearing-just-as-energy-crisis-hits-hard#xj4y7vzkg
Green Energy Issues: https://www.reuters.com/markets/commodities/weak-winds-worsened-europes-power-crunch-utilities-need-better-storage-2021-12-22/
Lehman Like Moment: https://www.businessinsider.com/germany-says-energy-crisis-may-trigger-lehman-like-contagion-2022-6
Russian Gas: https://www.ft.com/content/c0398409-56f7-4924-a4cb-dfb0860c447d
Underinvestment: https://fortune.com/2022/06/27/exxonmobil-ceo-blames-europes-energy-crisis-on-underinvestment-in-the-oil-and-gas-industry/
Closing Plants: https://www.washingtonpost.com/opinions/2022/01/01/germany-is-closing-its-last-nuclear-plants-what-disaster/
Europe’s Energy Conundrum: https://fortune.com/2022/06/27/exxonmobil-ceo-blames-europes-energy-crisis-on-underinvestment-in-the-oil-and-gas-industry/
Reclassify: https://www.ft.com/content/0df04289-1014-406e-81c7-1e4a6b1ea5bc
Using Coal: https://www.washingtonpost.com/world/2022/06/22/coal-plant-europe-germany-austria-netherlands-russia-gas/

~~~~~~

– TIMESTAMPS –
0:00 Intro
1:28 Background
4:16 Misconceptions
6:40 Issues With “Green” Energy
10:23 Gas Dependence
13:08 Sanctions & Energy
16:46 Panic Sets in
18:53 Conclusion

~~~~~~~

📜 Disclaimer 📜

The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.

#Energy #Europe #Gas #Crisis #economics

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