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

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Oil To $100?! What You NEED To Be Watching!



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~~~~~

📺 Essential Videos 📺

Oil Prices Moves Closer to $100 a Barrel on Shrinking Stockpiles 👉 https://www.youtube.com/watch?v=RuJzOeCkjjU
Activist Investor Dell Says Oil Will Pass $100 👉 https://www.youtube.com/watch?v=puMJFuBiNl8
Why Oil Could Reach $100 a Barrel 👉 https://www.youtube.com/watch?v=nPMa0XuoLdo
Saudi Pushed the Oil price Too High 👉 https://www.youtube.com/watch?v=1uu4xYqV7TA

~~~~~

⛓️ 🔗 Useful Links 🔗 ⛓️

► Price of Brent Crude Oil: https://tradingeconomics.com/commodity/brent-crude-oil
► Lowest Crude Oil Prices During the Pandemic: https://www.statista.com/statistics/466293/lowest-crude-oil-prices-due-to-covid-19/
► Saudi Arabia and Russia Cut Oil Production: https://www.reuters.com/business/energy/saudi-arabia-continue-voluntary-cut-one-million-bpd-2023-10-04/
► Oil Prices Fall, Defying Suggestions of a $100 Barrel: https://www.economist.com/finance-and-economics/2023/10/03/oil-prices-fall-defying-suggestions-of-a-100-barrel
► Goldman Sachs Still Feels Oil Could Reach $100 Barrel By The End of the Year: https://www.cnbc.com/video/2023/10/05/heres-why-goldman-sachs-expects-oil-prices-to-reach-100-a-barrel-by-next-spring.html

~~~~~

– TIMESTAMPS –
0:00 Intro
0:58 Context
2:49 What Affects The Price
4:42 Recent Price Shifts
6:29 Impact Of Inflation
8:34 Future
11:37 Outro

~~~~~

📜 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.

#oil #news #finance #economy

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This 'Recycle & Earn' Crypto App Features a NEW Recycling Token!



Ecoterra: all-in-one Recycle2Earn app featuring recycling tokens.
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ONLY First 1000 Get FULL REWARDS ☝️

Receive a $20 coupon just for creating an account!

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Timestamps:
0:00 – Ecoterra: The Recycle2Earn ecosystem
0:30 – 4 different points of interest
1:14 – Recycle 2 Earn (Here is How it Works)!
3:09 – Scan. Recycle. Earn.
4:35 – Impact Profile
6:19 – Recycled Materials Marketplace
7:14 – Carbon Offset Marketplace
8:02 – Mission, Audit, & Team
9:32 – Roadmap & Future

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G7 vs. Russia: Will Oil Price Caps & Embargos Even Work?!



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~~~~~~

📺 Useful Vids 📺

Oil Markets Response 👉 https://www.youtube.com/watch?v=ZnSHXrf_rSg
Russian Gas 👉 https://www.youtube.com/watch?v=ZordFXyJCxk

~~~~~~

⛓️ 🔗 Useful Links 🔗 ⛓️

Shadow Tanker Fleet: https://www.wsj.com/articles/russia-will-rely-on-shadow-tanker-fleet-to-keep-oil-flowing-11670036535
Oil Cap Impact: https://www.bloomberg.com/news/articles/2022-12-02/what-will-the-russian-oil-price-cap-actually-do-to-the-market
Oil Cap Impact NYT: https://www.nytimes.com/2022/12/05/world/europe/russia-oil-price-cap-embargo.html
Impact Embargo: https://apnews.com/article/russia-ukraine-zelenskyy-hungary-european-union-d0d4144c84749f84676a2f41b03b2ad4
OPEC Sticks to Cut: https://www.wsj.com/articles/opec-gathers-to-decide-output-with-russian-oil-price-cap-looming-11670116254
Europe Needs Diesel: https://www.bloomberg.com/news/articles/2022-11-29/europe-still-leans-hard-on-russia-for-diesel-but-the-trade-stops-in-2-1-2-months
Will Embargo Hurt Machine: https://www.dw.com/en/will-eu-oil-embargo-really-hurt-russian-war-machine/a-63983159
Fiscal Pressure Moscow: https://www.wsj.com/articles/russian-oil-price-cap-adds-to-fiscal-pressure-on-moscow-11670409002
How Much Oil EU Imports: https://www.reuters.com/markets/commodities/how-much-oil-does-european-union-import-russia-2022-06-01/

~~~~~~

– TIMESTAMPS –
0:00 Intro
0:32 What’s Been Implemented?
3:44 Price Cap Implications
6:37 Will a Cap Work?
8:50 EU Embargo
12:27 Oil Price Impacts
15:22 Russia Response
18:16 Final Thoughts

~~~~~~~

📜 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.

#Oil #Russia #G7 #Sanctions

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Saudi Arabia's Trillion Dollar City: Crypto Legalisation Incoming!?



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~~~~~

📺Essential Videos📺

Bitcoin Reserve Currency 👉 https://youtu.be/QcXIwytY5qM
MBS Interview Vision 2030 👉 https://youtu.be/Y1HfRhfHwUc
Population Decline Facts 👉 https://youtu.be/eZm5GLRX_2s
MBS Explains The Line 👉 https://youtu.be/eXEnS-u3fAY
You Will Own Nothing 👉 https://youtu.be/1lwN6iIIDps

~~~~~

⛓️ 🔗 Useful Links 🔗 ⛓️

► Saudi Central Bank Hires Crypto Expert: https://www.bloomberg.com/news/articles/2022-09-04/saudi-central-bank-hires-crypto-chief-to-boost-digital-ambitions
► Neom Regions: https://neom.com/
► Bloomberg Deep Dive About The Line: https://www.bloomberg.com/features/2022-mbs-neom-saudi-arabia/
► Native Saudis Being Displaced: https://www.theguardian.com/global-development/2020/may/04/its-being-built-on-our-blood-the-true-cost-of-saudi-arabia-5bn-mega-city-neom
► Saudi Changing Attitude To Cryptocurrency: https://www.al-monitor.com/originals/2022/10/saudi-arabia-changing-approach-cryptocurrencies

~~~~~

– TIMESTAMPS –
0:00 Intro
0:47 Saudi Crypto Interests
3:56 Neom Project
7:30 The Line
12:31 MSB Investments, Controversy
17:42 What’s Next For Saudi?

~~~~~

📜 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.

#Neom #saudi #city

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Crypto News: BNB, MakerDAO, OPEC Oil Cut, Stablecoins & MORE!



🛒 Get The Hottest Crypto Deals 👉 http://www.coinbureau.com/deals
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👕 My Merch Store 👉https://store.coinbureau.com
🔥 TOP Crypto TIPS In My Newsletter 👉 https://guy.coinbureau.com/signup/

~~~~~

📺Essential Videos📺

Last Week’s Crypto Review 👉 https://youtu.be/MPA_k6FLCO4
Company Taking Over Crypto 👉 https://youtu.be/H_jGGSpjUbw
Tornado Cash Sanctions 👉 https://youtu.be/oc7yxaWcwLU
BIS Financial System Vision 👉 https://youtu.be/To5ek8F7zIQ
BNB Chain Explained 👉 https://youtu.be/Jwo4rwik6WM
Assets Backing Stablecoins 👉 https://youtu.be/TxcTDNHSS-U
Different Layers of Decentralization 👉 https://youtu.be/9ybYhv_VFaE

~~~~~

⛓️ 🔗 Useful Links 🔗 ⛓️

► US Unemployment Magically Falls: https://finance.yahoo.com/news/september-jobs-report-october-7-2022-203836987.html
► Dapper Labs Blocks Russians: https://www.theblock.co/post/175639/dapper-labs-freezes-funds-in-wallets-with-russian-ties-following-eu-sanctions-users-say
► BNB Exploit Explained: https://cointelegraph.com/news/bnb-chain-confirms-bsc-halt-due-to-potential-exploit
► MakerDAO Buys Government Debt: https://cointelegraph.com/news/makerdao-goes-ahead-with-500m-investment-in-treasuries-and-bonds
► OPEC Cuts Oil Production: https://www.cnbc.com/2022/10/05/oil-opec-imposes-deep-production-cuts-in-a-bid-to-shore-up-prices.html

~~~~~

– TIMESTAMPS –
0:00 Intro
1:53 Crypto Market Recap
4:42 On-Chain Censorship
7:47 BNB Hack
10:58 Stablecoins In The Spotlight
14:52 Oil Turmoil
18:52 Top Performing Cryptos
21:58 Outro

~~~~~

📜 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.

#Crypto #News #Bitcoin #Stablecoins

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Oil Crisis INCOMING? Why US Reserves Are At RISK!!



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📲 Insider Info in my Socials 👉 https://guy.coinbureau.com/socials/
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🔥 TOP Crypto TIPS In My Newsletter 👉 https://guy.coinbureau.com/signup/

~~~~~

📺 Useful Vids 📺

Individual Carbon Credits 👉 https://www.youtube.com/watch?v=Ub6zP6q25zk
Russia Sanctions 👉 https://www.youtube.com/watch?v=hOjbqMdqZRU
Taiwan Security 👉 https://www.youtube.com/watch?v=YWYO5RAorqA
Europe Energy 👉 https://www.youtube.com/watch?v=Mz5fgoUrJf4

~~~~~

⛓️ 🔗 Useful Links 🔗 ⛓️

Strategic Release: https://www.cnbc.com/2022/03/31/oil-markets-us-strategic-petroleum-reserve.html
Continue Tapping SPR: https://www.reuters.com/markets/us/crude-us-emergency-reserve-falls-lowest-since-oct-1984-2022-09-12/
What’s Holding Back: https://www.forbes.com/sites/rrapier/2022/03/11/what-is-holding-back-us-oil-production/?sh=929ff836b6f6
Empty by 2023: https://twitter.com/AdrianNormanDC/status/1577747944735854592
Biden Tapping: https://twitter.com/davidshepardson/status/1577682114887270401
Killing Keystone: https://www.forbes.com/sites/davidblackmon/2022/03/10/why-bidens-killing-of-keystone-xl-was-a-big-energy-blunder
Sale From SPR: https://www.reuters.com/markets/commodities/us-sell-32-mln-bbls-mostly-sour-crude-4-spr-sites-2021-11-25/
Oil Went Negative: https://www.reuters.com/business/energy/oils-journey-worthless-pandemic-100-barrel-2022-02-24/
China Fill SPR: https://www.reuters.com/business/energy/china-talks-with-russia-buy-oil-strategic-reserves-bloomberg-news-2022-05-19/

~~~~~

– TIMESTAMPS –
0:00 Intro
0:41 What is SPR?
3:52 Biden Taps The SPR
6:00 Oil Under Investment
9:53 Opec Hits Back
14:17 My Thoughts

~~~~~

📜 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.

#SPR #Oil #opec #saudi #Russia

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Will the Fed Flinch? | The Big Conversation | Refinitiv



This week Real Vision’s James Helliwell uses best-in-class data to look at whether the current growth scare in commodity markets will mean that the Fed can dial back its rate-hiking commitments. The market has been lowering the terminal rate and bringing forward the next rate cuts, but the Fed still needs to get inflation under control. But will they flinch before then? If they do, then they may be storing even more inflationary problems for the future.

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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About Refinitiv: For new insights on artificial intelligence (AI), digitalization, big data, risk management, compliance, fighting financial crime and the future of trading and investing, visit our insights hub – http://refinitiv.com/perspectives. Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community – driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime. https://www.refinitiv.com We invite you to join Refinitiv’s social media communities: http://linkedin.com/company/refinitiv http://twitter.com/refinitiv http://www.instagram.com/refinitiv http://www.facebook.com/refinitiv

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Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today’s markets. (Think of it like TED Talks for Finance.). Understand the complex world of finance, business and the global economy with real in-depth analysis from real experts.

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The content and information (“Content”) in the video programs (“Video Programs”) is provided for informational purposes only and not investment advice. You should not construe any such Content, information or other material as legal, tax, investment, financial, or other professional advice nor does any such information constitute a comprehensive or complete statement of the matters discussed. None of the Content constitutes a solicitation, recommendation, endorsement, or offer by Refinitiv or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content is information of a general nature, is illustrative only and does not address the circumstances of any particular individual or entity. Refinitiv is not a fiduciary by virtue of any person’s use of or access to the Video Programs or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content in the Video Programs before making any decisions based on such information or other Content. In exchange for accessing and viewing the Video Programs and Content, you agree not to hold Refinitiv, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Video Programs. The Content and information in the Video Programs has been obtained from sources believed to be reliable, but Refinitiv makes no representation or warranty as to the accuracy, timeliness or completeness of the Content. Any opinion or recommendation expressed in the Video Programs is subject to change without notice. Refinitiv does not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Refinitiv disclaims all liability for any loss that may arise (whether direct, indirect, consequential, incidental, punitive or otherwise) from any use of the information in Video Programs. Refinitiv does not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstances. Refinitiv does not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in the Video Programs and should note that investment values may fall, you may receive back less than originally invested and past performance is not necessarily reflective of future performance.

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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

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

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The First Signs of Demand Destruction? | The Big Conversation | Refinitiv



This week Real Vision’s Roger Hirst uses best in class data to look at whether recent weakness in some commodities are signs that demand destruction is starting to appear. Copper has been breaking down and crude oil has pulled back from the highs, but are financial conditions yet tight enough to bring inflation under control? An additional risk is the uncertainty around the Bank of Japan, which appears to have supercharged its loose monetary policy. Is that sustainable? Each time that risk assets rally, financial conditions ease, increasing the potential for inflation to remain untamed and for the Fed to get more aggressive again.

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