Shae Russell on a special commodities investing event coming soon:

https://subscribe1.southbankresearch.com/X981Y7IW

There’s one thing that never stops in our world. One activity that has been continuously underway since humankind stopped dragging its knuckles along the ground has been…

… building stuff.

That’s right: it’s not just death and taxes that are constants in life. Building stuff is also going on everywhere, all the time.

It might be building a building. It might be building new “green” technologies. It might even be building an economy, torn to shreds from irresponsible fiscal and monetary policy over two decades.

Either way, we are always building stuff.

That “stuff” requires a lot of inputs. It requires human input (labour). It requires capital inputs (money). It requires materials inputs (commodities).

It’s the insatiable and never-ending thirst for commodities that drives our world forward. In some cases, quite literally.

The cars we drive, require a variety of commodities to even exist. And as they get higher tech, they require things like batteries, semiconductors, and lightweight chassis materials to be “of the time”.

All of these things drive demand for commodities.

Therefore, it’s easy for the market to fall in love with a great commodity story. In this context, a great commodity story has a beautiful narrative about the unavoidable rise in demand and constraints of supply that send prices higher and make investors filthy rich.

However, it’s not always the case in reality.

Sometimes a commodity love story can turn into a horror show if you’re looking at the wrong thing at the wrong time. If you don’t know the commodities markets well, you can easily fall into this trap.

That’s why, in today’s Exponential Investor podcast Sam Volkering asks our commodities expert, Shae Russell, the hard question… “What commodities should investors avoid?”

Her answer will definitely surprise you.

Was James too harsh on ESG in the last episode? Or does ESG investing need to change? James revisits his opinion from the last show, aided by green energy expert James Allen.

And will China grow to dominate the world economy? Does it matter? Our feature interview with SupChina COO Bob Guterma – who has lived in China for nine years – has answers.

Heard that underinvestment in refining capacity may be sowing the seeds for a commodity supercycle? You’ll appreciate that Brian Christopher is back with a Bloomberg screen – this time showing four refining stocks for his watchlist.

We’re going to be bringing you more investing insights….

Fortune and Freedom is published by Southbank Investment Research.

And Southbank has other publications that - like Fortune and Freedom - are designed to help you make smarter investment decisions.

Thus, we’ve decided to combine all the insights from across our publications here in this one page.

So you’ll see this page’s name change from Fortune and Freedom to Southbank Investment Research.

But don’t worry, Fortune and Freedom content won’t be disrupted – you’ll still get everything as before.

It simply means we can also bring you the investment insights from our other publications too.

Enjoy the new ideas.

For more expert financial analysis from the Exponential Investor team, go to: https://subscribe.exponentialinvestor.com/X983X827/3c-sb

This week, Sam Volkering and Shae Russell discuss the benefits and impact of real “boots-on-the-ground” research.

Over the last few weeks, they’ve both been to major industry events “IRL” (in real life) to speak with and hear from the people shaping our future.

Whether it be for commodities markets, FinTech, crypto or just investing in general, it pays to be at some of the conferences and events the world has to offer.

You get to have the conversations, “fireside” chats and insights that you’ll never have at a virtual conference.

You get to see, hear, and feel innovation first hand, as well as enjoy a real-world experience that no Zoom meeting will ever deliver.

This gives the investors in attendance an edge, and affords them a level of understanding that most people won’t ever have or bother to obtain.

To hear more about the level of inside information (in the completely legal sense) that we have access to, tune in to this week’s Exponential Investor podcast.

Dropping shares explained by simple maths – that almost nobody is talking about.

Disinformation is the greatest threat to humanity according to guest Professor Alan Jagolinzer of Cambridge University.

How to diversify and James’ advice for buying the dip – plus, which shares survived Brian Christopher’s rigorous “wish list” screen this week?

All this and more in this week’s inaugural edition of The Early Advantage show!

Want to hear more from Nigel and the Fortune and Freedom team?

Visit https://subscribe.fortuneandfreedom.com/1803010/inv-yt

We recorded our weekly video just 24 hrs before the PM threw in the towel.

As you’ll see, we made our prediction on how Boris’ final moments in power would play out.

Watch now and see how right or wrong we were.

Want to hear more from Nigel and the Fortune & Freedom team?

Visit https://subscribe.fortuneandfreedom.com/1803010/inv-yt

Vladimir Putin invaded Ukraine. But he wasn’t the one to impose sanctions on Russian energy. So, who will get the blame for the West’s energy crisis in the end?

We’re not so sure it’ll be the Russians. Just as their economy doesn’t seem to be imploding… while the West’s economies are – thanks to an energy shortage.

Whose fault is all this? You’ll be surprised where Nigel Farage pins the blame…