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Episode TimeStamps:02:14 – Catching up
05:00 – What has happened since we last spoke?
12:58 – The state of the metal sector
22:06 – Thoughts on positioning in commodity trading
28:41 – Getting the timing right
42:51 – It's all about volatility
44:38 – Playing the long game
47:46 – Are investors positioning wrong?
52:40 – A carry trade bubble
54:29 – Why are many investors bullish on copper?
01:01:12 – Why are copper prices going down?
01:05:13 – Demographics – a bizarre kind of beast
01:08:40 – An over-demand of assets in China?
01:12:54 – Thoughts on the recent decline in oil
01:15:44 – What is the current level of the U.S strategic reserve?

The post The State of the Commodity Super Cycle ft. Adam Rozencwajg appeared first on Top Traders Unplugged.