Bull Super-Cycle in Commodities Ahead: Strategist Samana

The video discusses investment opportunities in healthcare, energy, and materials, highlighting the potential for a supercycle in commodities. It emphasizes the role of China's economy in influencing global markets and suggests that current pessimism may be at its peak. The discussion includes the impact of post-COVID healthcare spending and the need for resources for electrification, while also considering China's economic interventions.

What are the expectations for commodity prices in the context of a recession?

What measures has China taken to stabilize its economy as mentioned in the text?