Trader Ferg looks for hidden value in the most obscure and hated corners of the commodities sector, including coal, offshore oil, and tin, among others. Ferg breaks down the main commodities he’s currently investing in and why he believes they present an opportunity for those with the stomach to handle volatility.

Follow me on Twitter: https://twitter.com/jessebday

Trader Ferg Substack: https://traderferg.substack.com
Follow Ferg on Twitter: https://twitter.com/trader_ferg

00:00 Introduction
00:34 Trader Ferg Origin Story
02:31 Insane EU Energy Policy
07:25 Outlook for Oil
11:44 Natural Gas
13:50 Opportunity in Coal
18:32 Oil Tanker Stocks
22:07 Investment Thesis for Tin
26:07 Exiting Positions
32:04 Commodities Supercycle

#oil #coal #tin