Why are Cyclical Commodity Businesses Different This Time?
Teaser Video
Kuppy was joined in Omaha by Bob Robotti, founder of Robotti Advisors, and Josh Young, CIO of Bison Interests, to discuss “The Revenge of the Old Economy.”
After nearly a decade of capital starvation, industries like energy, petrochemicals, and homebuilders might be poised to have their revenge and an extended period of outsized profits. Historically, high prices have been the cure for high prices in these industries, but for a number of reasons, managers and investors alike have not prioritized investing in expanded production this time around.
Each panelist discusses the broader factors leading to this setup, why they think expanding production in these industries will be slow, and a breakdown of one of the three sectors listed above.
Why are Cyclical Commodity Businesses Different This Time?
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