The Next Commodity Boom Isn't Here Yet — What Must Happen Before I Buy

Many investors are rushing into commodities, gold, copper, oil, and mining stocks. I'm not. In this video, I explain why I believe the commodity supercycle that began in 2020 is not finished, but why a major deflationary shock may come before the next big move higher. We discuss the commodity cycle, inflation, recession investing, the US dollar (DXY), risk assets, and why I am waiting for a stronger dollar and lower commodity prices before building a larger position. I also explain the DBC ETF, one of the most popular broad commodity ETFs, and why I prefer a diversified commodity basket instead of making concentrated bets on individual commodities like gold, oil, silver, copper, natural gas, or agricultural products. In this video: • Commodity investing during a recession • Why I am not buying commodities yet • The commodity supercycle explained • DBC ETF analysis • Gold, copper and oil outlook • Deflation shock and market correction • DXY and US dollar strength • How I plan to time my entry • Inflation hedge investing • Long-term commodity strategy If you're interested in commodities, macro investing, recession investing, inflation, deflation, stock market crashes, commodity ETFs, gold investing, copper investing, oil investing, and long-term portfolio strategy, this video is for you. #Commodities #Investing #Gold #Oil #Copper #DBC #Recession #StockMarket #Macro #ETF

Added 9 Jun 2026