Grant Williams points out that while markets are extraordinarily complicated, with a massive amount of unknowable information, the theme he is currently watching centers around commodities and why they are set to outperform up ahead. Grant argues that insane levels of government debt, looming and persistent inflation, and geopolitical chaos are driving commodity prices across the board, both in developed and emerging markets.
00:00 Introduction 01:22 Perfect Setup for Commodities 24:00 Finding Logic in Market Insanity 34:08 Is China Uninvestible Right Now? 41:34 Thoughts on Emerging Markets
