First published by Money Metals here:
https://www.moneymetals.com/podcasts/2018/08/03/bull-market-natural-resources-001588
A wonderfully fascinating interview this week, with first time guest Samuel Palaez of Galileo Global Equity Advisors. Sam highlights what he views as a tremendous investment opportunity in commodities right now, and also talks about how the markets may be getting it wrong when it comes to the trade wars and the likely impact it will have on the U.S. economy, inflation and the dollar.
