John Rubino, publisher of his newsletter over at Substack, joins us for wide-ranging discussion on the macroeconomic environment that will lead to riding multi-part waves in the energy commodities like oil, copper, and uranium. We look at the similarities today with higher stickier inflation, rising energy prices, cracks in the labor markets, and the coming potential of an economic slowdown, and John sees it as very reminiscent of the 1970s stagflation period. He goes out to outline how this backdrop should bode well for energy commodities and the precious metals.
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