In this episode, commodities investor and Actionable Intelligence Alert founder John Polomny joins us to discuss the rapidly changing global macro landscape and what it means for investors. Polomny explains why he believes the world is entering a new era of geopolitical fragmentation and “economic warfare,” with rising tensions, supply chain disruptions, and energy shortages reshaping global markets. The conversation covers the oil supply crisis, uranium market outlook, gold and precious metals volatility, mining opportunities, inflation risks, and the long-term impact of $39 trillion U.S. debt. Polomny also shares his strategy for navigating volatile commodity cycles, finding undervalued “crown jewel” assets, and why he believes Latin America could be one of the biggest macro investment opportunities of the next decade. This interview offers key insights into commodities investing, geopolitics, energy markets, and long-term portfolio strategy in an increasingly uncertain world. 📈🌍

🗓️ Recording date: March 25, 2026

📖 Chapters
00:00 Intro
00:43 Welcome & Guest Introduction
01:03 Is the West in Decline? The Rise of the Global South
03:27 “We Are Already in World War III” – Modern Geopolitical Conflict
04:48 Oil Market Risks & Global Supply Disruptions
07:38 Energy Crisis Impact on Food, Fertilizer & Agriculture
10:01 Inflation Risks and the End of the “Oil Glut”
10:31 Which Sectors Benefit from a Fragmenting World?
13:21 Mining Opportunities & “Crown Jewel” Assets
15:17 Why Gold and Silver Fell Despite War
18:02 Gold Bull Market & Currency Debasement
19:12 Uranium Market Outlook – Supply Shock Coming?
21:55 How to Profit From Commodity Cycles
24:11 Cheap vs Value Trap Investing Strategy
29:19 Big Macro Bet for the Next 10 Years
30:20 Biggest Market Narrative That Is Wrong
32:21 How Much Cash Should You Hold?
35:12 Where to Follow John Polomny