The convergence of Central Bank activity, ever-increasing deficit spending, and low to negative real interest rates have brought the investment landscape to a critical juncture. Join two commodity experts with over 50 years of combined asset management experience as they explore the market’s pivot towards real assets. In Real Terms will deliver expert assessments on the sometimes esoteric and often idiosyncratic fundamentals impacting a wide range of industries. REAL topics will include, but not limited to energy/power, renewables, timberland, agriculture, base/precious metals, real estate, cryptocurrency. Blog: Inrealterms.com Twitter: @In_Real_Terms
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Projections for global growth in both incomes and population will undoubtedly stress the existing system of food and agriculture in ways that argue for innovative solutions. Technology has been at the forefront of this innovation with new and varied ... more
While much of the world faces an existential energy crisis partially driven by the growing need to de-carbonize, nuclear energy’s role in this transition has been somewhat marginalized. Security and safety concerns have long hampered the growth of nu... more
Historically, high levels of inflation combined with low- to-negative real rates of interest have been catalysts for higher precious metal prices. However, the current level of moribund pricing across the precious metals group has been both frustrati... more
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In Real Terms launched a year ago and published 11 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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