You could say that natural resources run in Leigh Goehring’s blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to commodities. Over the past 30 years, he has become one of the most brilliant and passionate analysts and money managers in the industry. In this conversation, Leigh discusses in detail his case for a major commodities boom dead ahead as part of broader revolution in the asset markets. For notes and links related to this episode, including Leigh's latest reports, visit TheFelderReport.com/podcast.

More than anyone else I have read, Vincent Deluard has accurately and consistently described in real time the paradigm shift that has taken place in markets in recent years and how it affects the major asset classes that matter most to investors. His macro calls on things like the trends in inflation and the economy have not only been out of consensus, they've been unusually accurate. In this discussion, Vincent shares the fundamentals of his unique approach to macro analysis and how he is putting it to best use today to make sense of the rapidly changing economic environment. For notes and links related to this episode, including Vincent's latest research report, visit TheFelderReport.com/podcast.