Two interesting video clips from the Financial Times Short View interviewing Chris Watling of the outlook for commodity prices. Chris argues that commodities are only half way through a super-cycle based on a number of factors. We like Chris’s take on bubbles……….
“Bubbles are all about cheap money, so as long as cheap money is there the bubbles should persist”
We will not be surprised to see a bubble develop in commodities and emerging market equities over the coming months.
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