Could a Commodity Supercycle Be Upon Us?

This week, Emily Weis, emerging market strategist at State Street, went through the implications of Brazilian President Bolsonaro firing the CEO of the state-run oil company Petrobras and the outlook for emerging markets. Scott Irwin, the Laurence J. Norton Chair of Agricultural Marketing at the University of Illinois, who is an expert in futures and commodity markets, discussed the surge in commodity prices and whether a new supercycle has arrived. KR Sridhar, the founder and CEO of Bloom Energy, spoke about how their technology like hydrogen fuel cells could make a power grid more robust and prevent disasters like the mass blackouts in Texas. Then Rod Alzmann, co-proprietor of GMEDD.com and a long-time Gamestop bull, returned to talk about the resurgence of the meme trade and what changes have happened at Gamestop since its initial surge.

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