The NEXT Commodity Supercycle Scarcity - John Polomny
August 7, 2025

In this conversation, John Polomny discusses the current state of the economy and stock market, highlighting the chaos and uncertainty driven by various factors including central bank policies and inflation. He emphasizes the speculative nature of the current market, drawing parallels to past bubbles. The discussion shifts to commodities, where Polomny identifies undervalued opportunities, particularly in energy sectors like oil and uranium. He also addresses the challenges in the natural gas market and the overlooked potential in traditional energy sources amidst the green energy push. The conversation concludes with investment strategies for retail investors and common mistakes they make in today's energy markets. You can follow John on X: https://x.com/JohnPolomny

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