Flow Show: Zoltan's Commodity Crisis Part 2

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good afternoon. Hartnett’s Weekly report is presented 3 ways: 1) Video walk-through [starts 9:33 mark] with analytical comments transcribed, 2) Hartnett’s main points broken out below, 3) and original format at bottom. Enjoy. Main Flow Show Points:* Private hires drop, productivity to follow* Some Recession now, Much Inflation laterTopics covered: Commodities, Inflation, BRICS, Stagflation, Recession, AI applicationsSome Takeaways:* Commodity Bull Gets Restarted: Round 2 of Zoltan's Commodity Crisis is Coming* Bad Bonds: probably a sale.* Dollar Milkshake is Back: CN trying to export its way out of recession but not happening enough….. one for the Dollar Milkshake concept. Read the footnote for Gold implications* EM Commodity dominance thing The whole report is an excellent recall and update on the post covid secular drivers using current events. Hartnett Flow Show: The last private hire“[C]ommodity secular bull market in the 2020s just getting started”—Michael Hartnett