On today's episode of Forward Guidance, Lukas Kuemmerle joins Jack Farley to talk his commodity plan and interests in 2022. As someone interested not only in the strategy, but background of commodities, Lukas provides a comprehensive explanation of each of his commodity interests, discusses the current situation in Germany, and makes a case for his bullishness on Bitcoin.
Filmed on Tuesday, April 5.
Follow Lukas on Twitter @lukaskuemmerle
Follow Jack on Twitter @JackFarley96
Follow Blockworks on Twitter @Blockworks_
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Timestamps
00:00 Introduction
02:05 Background and Framework
05:01 Commodity Overview
11:00 Oil & Natural Gas
23:54 Inflation Amid Russia's Invasion of Ukraine
26:15 Why Lukas Got Short-Term Skeptical of Commodity Prices In March
31:07 Backwardation & Contango
34:30 Bearish On Soybeans
39:26 Wheat
41:08 Shipping
46:08 Bearish Copper
48:50 Dollar Strength
50:32 Germany
55:40 Bitcoin
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