Tiberius CEO Sees Less Liquidity, More Distortions in Commodities

The video discusses the current state of the commodities market, highlighting opportunities despite challenges such as compressed margins and increased risks. It explores why many commodity funds have failed, attributing it to market distortions caused by quantitative easing. The impact of withdrawing quantitative easing on commodities is examined, with a focus on liquidity and interest rates. Future trends in commodity investment are discussed, emphasizing selective investments by institutional players. The video also analyzes the effects of trade tensions and strategies for smaller players to compete in the market.

What impact might the withdrawal of quantitative easing have on global growth and the business cycle?

What changes in investment strategies are anticipated in the commodities market moving forward?

How do trade tensions and sanctions affect the global flow of goods in the commodities market?