Commodities Predictions
Browse Commodities market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
See quote
[5:24] I think that we're early in what's going to be a very long, protracted cycle here, and you know, as always, the pattern of these returns is never going to be smooth and linear.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[17:39] lower prices are likely to persist in the US, not just because of the relationship with China and even if they buy enough soybeans to meet certain obligations under a couple of agreements, the rerouting around the world is very expensive and the seller essentially is paying for that at this point.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[19:49] what should replace bonds in the traditional 60/40 portfolio? Commodities... we're a big believer that you know the AI age... the digital eats the physical. In other words, you have no AI if you don't have physical commodities.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[14:05] commodities go in long-term cycles, roughly about six, seven years. Um, and we think we're in a higher inflationary environment. So, we think the next couple years look good for commodities.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[8:18] This is when you start to see global conflict. This is when you start to see commodity scarcity because if we start splitting up and doing protectionism, we have plenty of commodities in this world if we all just trade and share. But when commodities are sequestered in certain countries and certain places, commodity cost starts to rise as well.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[1:35] I I do agree with you that overall uh we are in a strong commodities bull market and I see that continuing for quite a while.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[14:38] oil prices, grain prices, sugar prices, cotton prices, they're all in technical positions to advance in a major way over the next couple years because they're vastly undervalued.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[11:56] I have a never seen so many capex cycles happening simultaneously at the same time... I think you're going to miss an incredibly important investment opportunity that I think is just going to keep continuing and continuing to stay very strong for the next 10 years.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[17:23] I do think that we are we've already seen a large uptick in commodity prices. So, we're I think we're well into a move that will continue. I say that for a couple of reasons. Number one, what we've been talking about, the amount of capital that's going into the AI spend and digitization, electrification, robotics.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[7:14] Commodity prices have to go higher because demand is growing without any real increase in supply. To get new supply into the market, you're going to need higher prices.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[31:37] we are entering a super cycle in commodities and commodity prices will be going up but that that that is not going to be the cause of the inflation going up. It's the money supply.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[2:42] this really strong move that we've seen in gold over the last year 18 months was really foreshadowing uh a coming move in the broader commodity space which we're now seeing which leads interest rates
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[38:30] the commodity bull cycle has years to run. And so if if you're smart about picking your stocks, you can find stocks that you can you can buy as core holdings in a portfolio that you're looking to to hang on to for for 5 to 10 years and just ride the belly of a commodities cycle curve that will absolutely translate into into superb performance for these these these uh shares in the stock market.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[15:31] I think for investors it's pretty clear that you want to own a lot of gold and you want to have have access to that gold and I think that you know betting on uh commodities is a really really good bet
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[7:58] So, I do think that there's going to be sort of a bid uh underneath commodities and I do think that uh it's going to prolong what I believe is a commodity bull market that we're currently in.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[33:15] I think the uh the commodities bull market has legs um because we're making so many plans as a civilization and a lot of those plans require an awful lot of various kinds of commodities.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[9:08] going forward I think commodities will outperform uh stocks uh over the next probably 5 years at least.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[3:20] now we are we transitioned around the end of last year where we were saying okay in 2026 that ideal portfolio is is going to transition to an overweight and commodities and commodity related businesses uh to pair with your overweight equity position
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[33:37] I think we're going to overheat later this year and commodities are hard to disrupt. If you're gonna if AI is going to go exponential, you need to own hardware in commodities
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[23:26] But it's, you know, it's it's not just precious metals. It's industrial metals, right? It it's this is going to be a commodity boom.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[37:50] I think in 6 months, um, the odds are you going to be paying a higher price, not a lower one
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
By February 2026, durable goods prices were higher than in August 2025, with OpenBrand's CPI showing 15 consecutive months of month-over-month price increases, and the Yale Budget Lab confirming significant tariff pass-through to durable goods (over 100% implied pass-through by late 2025). However, the increases were more modest than many predicted — BLS data showed durable goods roughly flat month-to-month in February and only moderate annual gains. (https://openbrand.com/newsroom/blog/cpi-february-2026)