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Great interview! I've been looking for a podcast dealing with commodities. I'm a commodity broker so this has been very helpful. Keep up the great work!

Net zero, decarbonization, carbon offsets, and carbon credits are simply the latest version of a centuries-old scam in which self-serving frauds would take people's money, and often their life savings, to save them from imaginary or real problems. These are scammers.

Great content!

Excellent

Hello sir, That's a pity you don't have so many subscribers because your content is very interesting. Perhaps making videos podcasts will be more attractive for people.. just giving my thoughts!

Thankyou for posting this priceless info

Metal gesellschaft and the episode on titanium are my top 2 favourites.

I’m here for doomberg but good job on your mark mills episode. Keep getting good guests. Try professor Barth of Arizona state

Lets brake cast system. Bullying out of job everyone who is not your cousin is wrong .

Wouldn't it be awesome if we could have a green chicken as president!

DEI is dying along with neo Marxism, Diversity? Isn't that the new word for choosing / selection based on something other than merit?

Excellent

😒 'promosm'

Comment for the algorithm.

Super interesting

For me Dalio stands out as unprincipled and intellectually dishonest, which is notable given that he wrote a book entitled 'Principles' and given that he says he's dedicated to "radical honesty" in his work. His claim that China's form of government is superior is unprincipled and dishonest because it ignores the obvious fact that ALL of China's success is due to the massive transfer of science, technology and know-how from the democratic west to China. Everything from the recipe for concrete to the lightbulb to the computer to the phone to the polio vaccine to the bulldozer and on and on. Most of it was handed to China on a silver platter and the rest China stole. Imagine what China would be like today if the West didn't exist. Now imagine what the West would be like today if China didn't exist. In the former case, China today would be probably closely resemble 15th century China. In the latter case, the West today would be almost the same as it is now except that the price of certain products would be a bit higher.

Excellent guest, thank you. As a farmer, avid gardener, one who attended agricultural college, etc. I find it encouraging these ideas are out there and being acted on. Strongly disagree that animal methane is a big problem however. Not long ago there were vast herds of grazers on all continents. Give money to farmers for carbon sinks, not Wall Street for scams.

It's unclear how China is compelling the USA to buy rare earth from China. Imposing a 1000 percent tariff on rare earth imports may incentivize domestic mining and processing. This arrangement could be considered a win-win for both nations: the US gains total control over rare earth within its borders and earns extra tax revenues. At the same time, China has fewer resource depletion and environmental issues to deal with. However, a 1000 percent duty may not be a sufficient incentive to encourage domestic processing; an initial 2000 percent duty would be better. Since the production is for the domestic defense industry and that of its allies, there is no prospect of increasing the scale of production to reduce the price to compete with China. Start using Thorium Molten Salt Reactors to simultaneously make thorium valuable, address climate change issues, and solve the spent nuclear waste problem. The research conducted by West Virginia University and Penn State’s Center for Critical Minerals, focusing on methods to extract and separate rare earth elements and critical minerals from acid mine drainage and coal waste, looks very promising.

great work, thanks from Australia.

As normal an interesting and high quality podcast.

This is hopeful news! With any luck, we can do something positive about climate change for once and maybe slow the 6th Mass Extinction too.

I remember the bio fuels guest saying that the crop demand from bio fuels insulates the food supply from shortages because they stimulate over production and crops that would go to bio fuel can be diverted to the food supply if there is a major crop failure. Seems like demographic decline is another insulator with agribusiness committed to further over production.

Interesting & relevent, thank you.

India is adding 1.7% of babies every single year (from what we know), and there is no basis to believe that birth rates will diminish, since the essentials remain very affordable there with 2 bed flat in Hyderabad at just $10K and middle class energy bills at $8 per month (relative to professional salary at $6-7K a year). plus, with one of the lowest life expectancy in the world, in current global economic climate which favours india it is bound to keep increasing. since 1955, the population of india trippled, and there is a good basis to believe that it will again tripple to 4.5 billion by 2083.

10:00 From what I know, the common people in this jurisdiction got the total of at most $2,200 per working adult at the time when most other streams of income were cut off for them, whereas "ruling classes" got the bounty running into trillions, i.e. tens of millions per family. Its bizarre to hear how this situation is interpreted from the perspective of economists at CME.

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both india and china were fiercely nationalist and protective long before 2008.

Just at the end there I think Corbeau missed the security aspect of coal. Coal is easy to store easy to transport. It can be piled up in mounds on the ground until it is needed and transported in bulk carriers. While natural gas and oil need to be stored in special tanks and caverns, so storage is constrained. Natural gas especially needs to be piped from source or need very special tankers to transport.

Another fantastic guest thanks.

EXCELLENT Guest, Thank you

Thank you for bringing up this guest

BS

I’m sure the book has a lot of truth to it, but Rob is being a bit disingenuous here at 25:47. He has been at odds with Ray in a bit of a “spat” for a long time now. I’d imagine this is more like a book where you take all the interviews and parts of interviews that cast the company in a bad light, even if true, and compile those while leaving out the good reviews either intentionally or unintentionally; i.e., there is sampling bias given no happy employee who is hard at work wants to go do an interview with someone writing a “hit piece” of sorts, so even if Rob doesn’t look for the disgruntled, the disgruntled employees are the ones more likely to respond and talk to him.

I was playing with it once.... fun stuff

Another great episode; and patiently awaiting the graphite episode!

HC gets the best guests.

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Ruinables are actually more expensive than nuclear when you factor in many additional things like back-up sources, storage, lifespan and much more.

Fantastic episode. I am going to need to watch it twice to fully absorbe the information.

Very insightful

Hi. Is it possible to get Kirk Sorenson from Flibe Energy on the show to talk about nuclear energy and how they are getting along?

Excellent

As Zeke said, Janet Yellen seems to have investigated where Tether's USD 50 billions are saved. I wonder if she found something, because if Tether did invest in Chinese commercial paper, there was a risk that a large amount of USD was held by foreign parties. And vit is very dangerous situation.

Excellent guest, his historical perspective and current insight were gems. Thank you,

The net zero promises, regardless of what we think about it are not going away anytime soon. Solar and wind can't deliver in the now. Where will the BTU's come from?

I’m a novice, so I had to look up abbreviations: CTA = Commodity Trading Adviser SPR = US Strategic Petroleum Reserve

A perfect part two to Chris Miller Chip War episode

That was amazing to hear about the pig slaughtering scams. And also scary to hear about the slaves forced to do the scamming.