John Ciampaglia: Why Stockpiling Is Replacing Free Trade | The New Commodity Regime
APR 3, 202616 MIN
John Ciampaglia: Why Stockpiling Is Replacing Free Trade | The New Commodity Regime
APR 3, 202616 MIN
Description
💡FREE access to the full John Ciampaglia interview with Maggie + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: www.wealthion.com/getready
The U.S. government now considers about 75% of the periodic table to be critical. That’s not just a statistic — it’s a signal that the global economic system is changing.
In this conversation, John Ciampaglia, CEO of Sprott Asset Management, explains why the world is shifting from globalization to resource competition and how the breakdown in U.S.–China relations is driving a new era of strategic stockpiling, supply chain fragmentation, and commodity scarcity.
He also breaks down:
* Why gold is being sold (and why that’s not bearish)
* How China is converting Treasuries into hard assets
* Why uranium and nuclear energy could be major winners
* The return of Cold War-style stockpiling
* Why even small capital flows into commodities could drive outsized returns
This deep dive into the new commodity supercycle is a must-watch to understand this evolving era in markets.
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đź’ˇ While central banks accumulate hard assets, are you? Buy physical gold & silver through GBI Direct: https://gbidirect.com/?aff=WTH
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
1:20 - War’s Impact on Commodities & Supply Chains
5:15 - China’s Strategy: Converting Treasuries to Hard Assets
9:53 - An Energy Shock & Rising Commodity Cost Curve
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