Confessions XXI: PGMs the Ethereum of Commodities

Send us Fan MailChapters:00:00 Confessions Part XXI Fed Irrelevant. Macro Has Changed01:30 3D Macro03:20 De Carbonisation / De Globalisation / Demographics06:30 A Commodity Bull Market with no Brakes07:20 Oil Price $180 to $65 but 13 y later, GDP +2x & Wealth +3x08:30 Does DeCarbon De-Nuke Corporate Profits?10:00 One Bank will become risk seeking; others will follow...14:00 Worst Becomes Best - Why you should BUY @ 1998 prices16:40 Renault sold more electric cars in EU than anybody else18:20 Commodities Trade @ Historic Value Lows 3x EBITDA19:15 PGMs the Ethereum Commodity: Store of Value + Industrial App21:25 Sibanye Stillwater / Anglo Plats / plus a few others23:00 Expensive Annuity or V Cheap Perpetuity?25:20 What does a Macro fund do with an 8x bagger?29:40 Gold Miners/ Bitcoin Plus Dividends?Support the show⬇️ Subscribe on Patreon or Substack for full episodes  ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐  Leave a five star review and comment on Apple Podcasts!🧢 Hats & Merch 📸 Instagram 🐦 Twitter / X📩 Substack👂Listen and 🔥 Subscribe📺 YouTube🎧 ...