Marc Friedrich: Der Rohstoff-Superzyklus

Added: 2026-05-17

[00:00:00][music] Can you hear me now? Yes, now is better. So you're only here for the competition, right? Yes, exactly. Yes, if I do the competition now and pick myself, you all leave. [laughter] Where is Dirk? Where is Dirk? Is Dirk still there?

[00:00:21]Because this is actually a gift for him.

[00:00:24]No. Okay. Okay, yes, I just saw earlier that she had it in the thingy.

[00:00:28]I'll get them now, because I also received them as a gift today from the American. Yes, how are you? Are you still fit? Yes, I was at the retirement home yesterday, and it sounded like that there too.

[00:00:45][laughter] Exactly. Again, again, again.

[00:00:51]Okay, let's do Rewind. Let's rewind.

[00:00:56]Are you fit?

[00:00:59]Yes.

[00:01:00]That's what I wanted to hear. Who was there last year when I gave a lecture here? Oh, you guys are really sick. A second time. I mean, those who were there know I'm insulting the audience, but I'd like to apologize right away. I have Tourette's [ __ ]. Yes, okay. So, it's not my fault. Yes, well, I've brought back an exciting journey. We are in the commodity supercycle. Anyone who still needs to go to the toilet should go now, because a short advertising trailer is about to start.

[00:01:26]So, I'm 26 years old, I have... Hey, quite honestly, those who can laugh now, leave. Yes. Um, you can hear it now, it's loud. It 's loud now. Very nice. We have electricity again in Germany. Um, economist and Swabian. Others also call him joker or comedian. I have written seven books, and so on and so forth.

[00:01:50]Who follows me on YouTube?

[00:01:53]Ah, awesome. Hey, I'm happy.

[00:01:55]Seriously, those of you who aren't following me yet, please, please follow me too!

[00:01:58]Namely, here too, yes, on the far left is Grinder, then comes Tinder, then comes Only Fans and then comes YouTube. Yes, please take a picture. I am pleased about the registration. There are also one or two OnlyFans subscribers present. Sebastian, we're finally getting to know each other in person. I appreciate your monthly payment. Yes, the girlfriend is full of what?

[00:02:17][laughter] Tomorrow it's over. Exactly. Feel free to drop by, and as I say every time, I'm back at the Mövenpick with Bond in room 34. Yes, so the knock code is two knocks and toast, then you can come in.

[00:02:32]Good. And for those who don't know me, um, I also offer fee-based consulting, so I do something reputable as well. I advise private individuals and companies, and develop tailor-made strategies for asset protection. I have the Friedrich Report. This is essentially the investment brief in the German-speaking world for the commodity supercycle, and also the broker where you can buy commodity stocks cheaply with human service and a tax solution. Feel free to check out the brand new FS Broker. I would be happy. And now, very importantly, if you want to see me again, if you want to put up with me again, please come on September 8th. In May, the fourth event with Professor Dr. will take place in Metzingen's Motorworld. Wagner Richard Wagner Ulrick Gor Sucharid Bagti we have Horst Lünning da Henrik Emrod so a lineup that will never exist again and we worked for a year for it and we really managed to bring everyone together. Fabian Kowalik is coming, Boris Palmer is coming, it's going to be great. Yes, and I have to laugh too, and uh, let's see, let's see if he still comes. I'll definitely try. And um, there are still a few tickets left. I would be happy if we could all meet there in person again.

[00:03:41]I'd also be happy to do a Q&A after the presentation, if you'd like.

[00:03:44]Um, I have about 87 slides, which means around 12:30.

[00:03:49]Then we'll do the Q&A, and I look forward to your questions. Now the question for you: Do we have a good government?

[00:04:00]So, who thinks our government is good?

[00:04:02]Please stretch.

[00:04:05]Nobody dares anymore. [laughter] Yes, we are brothers in spirit.

[00:04:13]Who among you believes that we are in a truly historic turning point, that the world has been turned upside down, that we are currently living in a different time, experiencing a paradigm shift? Please stretch.

[00:04:24]That was my presentation. Thank you.

[00:04:26]Recommend me to others, be a multiplier, spread love in the world and yes, no, all joking aside, it's actually true. Um, we're in the Fourth Turning, the generational cycle. I think the last few days and weeks have proven it to me, um, many lies have collapsed, right? So, in the meantime, we simply see that nothing works anymore in Germany.

[00:04:45]Only things that shouldn't work actually work. For example, NGOs lie about public broadcasting, uh, the corrective lie, the wind turbines and so on, yes, and above all, of course, redistribution, socialism and tobacco tax, right? That still works in Germany, and of course, there's always the morally superior idea of ​​being on the right side. But what does n't work is actually the essential thing. We have record numbers of bankruptcies and company failures. We are seeing a record number of companies leaving the country, a sign of industrialization. We have record energy prices, even though the left-wing nutcases told us, yeah, hey, those medieval windmills will only cost as much as a scoop of ice cream.

[00:05:22]Nonsense, we no longer have a competitive electricity price. That's why we see companies going abroad, or Bosch announcing a loss for the first time in years. We see Daimler laying off people, we see VW laying off people, BMW as well, and so on, and many people actually want to emigrate. Who among you is considering emigrating?

[00:05:47]No, no, no, no, no, no. I already have it.

[00:05:50]Desertion. Yeah, just be happy. Then you're just alone somewhere. Where did you move to?

[00:05:57]Switzerland is not a place to emigrate.

[00:05:59]Honestly, honestly. Who was really brave? Who has moved further away than Switzerland?

[00:06:09]Hero. Absolute hero. Hey, boy, boy, are you brave? At that time, the Jews and the Nazis went to Argentina. Yes. And you full of Austria. Yes.

[00:06:19]Andora, Liechtenstein.

[00:06:21]Someone really far away? Has anyone emigrated?

[00:06:26]No. So, who wants to emigrate?

[00:06:30]Please stretch again briefly.

[00:06:34]And where to? Do you speak Cyprus? Greek or Turkish? Nope, I don't give a damn. [laughter] Never mind, I have money. I'm German.

[00:06:43]Yeah, guys, if you all leave, then we'll just leave the country to the idiots. Yes, because the cream is going.

[00:06:57]Every time you chat and clap, time is taken away from my time, right? Therefore, you are only allowed to give a standing ovation at the end and carry me naked through the halls. Yes. The Bundestag has also done this. No, but seriously now. Well, I do, because I get asked about it again and again. Yes, for example, at my son's football club, there's a mother who says every time she checks if I 'm there, because I'm the indicator. Yes, as long as the market is still there, everything is fine. When I'm gone, there are problems. There's already a telephone chain in place. Where is he?

[00:07:25]Where is he? Has diarrhea. No, but it 's really true, if we all leave, then we're leaving the country to the idiots, and that shouldn't be the case. I should go back upstairs, shouldn't I? I am much too small. Um, and change comes from below, not from above. We need to initiate change, just like in Leipzig in 1989. We must try to bring about change ourselves, because we cannot expect anything from above. From above, we expect only more authoritarian laws and more oppression. Uh, you're not allowed to insult politicians anymore, otherwise your house will be searched. Uh, some kind of legal clauses, lèse-majesté, or ever more levies, ever more taxes, right? Now we can pay 17 cents less at the gas pump for two months, but in return we have higher tobacco taxes for the rest of our lives. That's the logic of politics. And at the same time, those who caused the crisis, namely the politicians, are playing the role of the firefighter by saying, "We have the solution." But what is the solution? More and more redistribution, more and more socialism, more and more taxes.

[00:08:23]And we don't have a revenue problem, we have a spending problem. We spend too much money. Now we're getting the results; Nord Stream was indeed funded by more than just Nord Stream. Do n't be so timid. It wasn't on "Wetten, dass...?" So, it came out on... um... I think Spiegel even reported that Nord Stream was blown up, by whom and who else?

[00:08:53]Ukraine.

[00:08:55]Ukraine, to which we are sending billions. So what happened? It wasn't the German government that swept it under the rug. Yes, German infrastructure is why we pay such high prices, and we are now seeing, in this turning point in history, that one lie after another is actually collapsing. Whether it's the nuclear phase-out in 2011 or 2023, as proposed by Harbeck, whether it's the refugee crisis, the Euro crisis, Corona, the safest vaccine in the world, etc. etc. It's all lies from those we believe will provide the solution. Sorry, but anyone who believes that is completely naive. And in parallel, we have side debates like gender issues, and there are 38 genders.

[00:09:34]My Bounty is still running. Anyone who shows me their third, ninth, or other gender will receive a Bitcoin or 1 kilo of gold as a gift from me.

[00:09:41]Who among you has already used the self-determination law? So his gender has changed.

[00:09:48]Okay, you yes, [pant] Swiss please. Yes, you're a woman now, [laughter] huh? Seriously, who among you wants to change their gender, and do you even notice anything? That's just late Roman decadence. Don't we have any other problems besides choosing Timmy?

[00:10:10]Guys, this has been the Treman Show everywhere for three weeks now. Timmy, Timmy, Timmy, in Iceland he is eaten. They would be delighted, they would say: "What a great thing, food, it's absurd." Well, okay. So, we're simply seeing more and more socialism.

[00:10:31]But people are slowly waking up.

[00:10:32]Why? Because we are now in the winter of the Fourth Turning. Florian and I have outlined this in the book, the greatest revolution of all time. The five most important cycles that you need to recognize in order to know how to prepare yourself mentally and financially for what is to come. And there we have exactly what the ten of us already predicted. Increased market volatility, geopolitical conflicts, incompetence, and a loss of trust in the media and in politics. Who still trusts public broadcasting?

[00:11:00]Please stretch.

[00:11:02]Furthermore, I believe that the broadcasting fee must be abolished. The problem is, and I've already said this to Landz, I haven't been invited since. Yes, and now it's winter, and winter is a time of crisis. Anyone who knows Game of Thrones knows that in winter, or Winter is Coming, the White Walkers, the zombies, come. They're already here with us; their names are Osla von derlein Karlatan Lauterbach or Friedrich Merz and Lars Klingball. Yes, and they only want what's best for you, namely your money.

[00:11:39]And at the same time, now you can clap, honey. Yes, and at the same time, the fact is that politicians no longer have any solutions; in fact, they are the problem in the meantime because they keep generating new problems themselves.

[00:11:54]And now you see what happens. It is the generation cycle.

[00:11:58]Trust is being lost everywhere, and eventually everything will come crashing down, then a new beginning will come. So, after rain, the sun always comes again. But if you all leave, then of course the idiots will have the upper hand and we will be the people. We are the sovereign. We're still more like them. And with every crisis, with every lie that exposes them, more and more people are catapulted out of the matrix and realize it. I'm sure each of you knows someone, a friend, who has woken up in recent years or said, "I do n't believe this crap anymore, I'm not playing along anymore."

[00:12:31]Or does everyone know one?

[00:12:37]And that is why we must continue to talk to everyone, build bridges, even the most entrenched ideological dogmatists who believe that the Council of Burdens will save dignity and the world. Yes, just another scam. Whether it's the fiat money system, climate change, or the energy transition, it's a scam to divide you, to squeeze more money out of you, and of course, to implement, uh, porn games. And it's always about division, because they're afraid of us banding together. You keep them poor, I keep them stupid, and I don't know what else I'll do with them. Therefore, do not let yourselves be divided. The next piece of crap is sure to come. Probably something like Energickdown or something.

[00:13:18]Okay, and now we also see a red flag that we have seen in the history of mankind, namely when the decline comes and it always happens the same way, how socialism is then implemented, how civilization is destroyed. And remember, civilizations cannot be murdered. They always commit suicide.

[00:13:35]What we are doing right now is economic suicide. We have now had no economic growth in Germany for six years in a row. We have a recession, we are seeing record unemployment rates, we have a record number of bankruptcies, we have more and more problems, deficits, debts are rising, and one simply has to say that these are homegrown problems, of course. And where should the journey go? What are the solutions?

[00:14:00]Politics has no solution. She is merely delaying insolvency proceedings and, at the same time, has poor demographics, high debt, and we are already sleepwalking into the next geopolitical conflict. Tension arises, mandatory recruitment is discussed, and so on and so forth. Who wants to march east for the rainbow flag?

[00:14:24]And it's a problem of the generation cycle.

[00:14:27]The generation that actively experienced the war live is dead; they can no longer report, they can no longer warn. And that's why some people are so war-averse again, especially suddenly in the left-wing camp, and have forgotten about war and think it would be somehow cool to invest in arms stocks.

[00:14:44]Last time I brought you these, uh, charts. Since last year, when I was here and recommended gold, silver, and Bitcoin, gold has made 35%. And the gold chart is actually a kind of thermometer for the state of our monetary system. And any doctor would say, oops, that's actually a heart attack, it's going completely haywire. The price of gold is trying to tell us something. He wants to signal to us that we are seeing a new regime. Gold is the new master of the house. And it shows the end of our monetary system. And the monetary system always dies in winter, in the generational cycle, in the Fourth Turning.

[00:15:18]And a new monetary system is born, as is silver since the last time I was here in April. It has doubled, and I am also very optimistic that the journey will continue. We have seen a small consolidation now, but this is just a breather in a still intact bull market.

[00:15:34]However, in a bear market, Bitcoin is the digital gold. We're now at -1%.

[00:15:41]Bring it back up because the road from Hus has opened, but I now expect a counter-reaction, Bitcoin maybe up to $80,000 or $85,000, and then there will be another correction, maybe below $ 60, maybe below $50,000, and then the bear market will be over and then it will continue northwards again.

[00:15:56]Interestingly, do you know what the Iranian Mullah regime wanted as payment for the toll through the Strait of Hus?

[00:16:07]No, Ripple.

[00:16:10]It's a cruel twist of fate that an authoritarian system has recognized Bitcoin as money. They did n't want dollars, they didn't want euros, they didn't want gold, they wanted Bitcoin. No third-party risk.

[00:16:24]All I can say is, feel free to look into Bitcoin.

[00:16:34]And this poster, this foil, I also had with me last time, and I told you, the new government will be left-wing. Is that so? Unfortunately.

[00:16:44]I don't know why the fatter man on the right has so much power over the man on the left. Does he perhaps have any photos of Sstin? What's up? Why can he blackmail him? Does Mr. Merz always make any secret gestures? No, save me. I don't know it. Yes.

[00:16:59]Special fund. What a scam. These are special debts. And now it turns out that 95% are being misused. Things are off to a great start in Germany, are n't they? And ever more redistribution, and so on and so forth. So, if you really want to leave, send your money first. I have already implemented the backup strategy.

[00:17:17]Second advertising blog. You can go to the toilet again right now. This gives you the opportunity to implement our strategy one-to-one outside the EU, namely a Liechtenstein investment of €100,000 or CHF 1,000 can also be Bitcoin, and you can have an actively managed portfolio for the cost of an ETF.

[00:17:35]Managed by a professional asset management firm. You can collect the francs on site at any time. You receive gold, you can transfer the Bitcoin contained within to your wallet, and most importantly, you have a credit card with the Lenstein State Bank, where you wouldn't normally even get an account. So feel free to take a look if you're interested, and as I said, at the cost of an ETF outside the EU. That means, for those who are afraid of the overreaching state, here is a solution. Interestingly, many politicians from Berlin are already here.

[00:18:01][laughter] No, they're not allowed in. Don't worry, do n't worry.

[00:18:06]Yes, and now we come to a gigantic investment opportunity, namely the commodity supercycle. Who among you already owns commodity stocks or commodities in general?

[00:18:18]Very nice.

[00:18:20]Who believes we will experience a commodity supercycle?

[00:18:23]Okay, okay, good, good, good. Like I said, I'll ask now, you can ask later.

[00:18:30]We are currently in the age of artificial intelligence, which is why I believe that in the future live events like Mark Lin or the Raw Materials Night will become the new gold standard, because you can't believe anything anymore if you see a photo of me running around the trade fair naked in the next [ahem] weeks, it's not real. Trust me, bro. It's not real. That's not me.

[00:18:50]Okay, so you can't believe anything anymore. No more videos, no more photos, everything can be styled. That's completely absurd. And for that reason, I truly believe that people will long to have real live events again, where you can actually touch people. So not like you're probably thinking, "Here at the front, you know, grinder and all that," but just a simple hello, handshake and so on. And that's why I believe, because we have artificial intelligence, we're experiencing digitalization, what does it need above all, what does artificial intelligence need?

[00:19:19]Energy. Yes.

[00:19:21]Could you please also tell the politicians in Berlin, or also GEM Özem here in Stuttgart? What else do they need? Raw materials. Yes, how do you get the raw materials out of the earth?

[00:19:32]Energy. And they're mostly those big wind turbines, right? Do you know the 38,000-ton trucks that go down into the mines? They all have solar roofs.

[00:19:43]Björn, how many gallons do they consume per hour?

[00:19:48]Such a what?

[00:19:50]Yes, so we're talking about 100, 200 liters or so, so nothing, right? So the fact is, we need an incredible amount of metals, rare earths and above all, energy.

[00:20:01]Energy is life. Yes, and very importantly, whoever has the gold makes the rules. Donald Trump said this recently, also very, very interesting, but it's not from him.

[00:20:12]And now comes the golden age, right? So, as I've already said, you see gold here in, um, orange, and in blue you see the S&P 500. I'd say slight outperformance. The gold price has outperformed the stock market since 2000, including the MSCI.

[00:20:31]Anyone who had gold can consider themselves lucky, and the journey will continue. Why? The price of gold is not rising. Paper currencies are losing value. Anyone who owns a gold coin and whose price has doubled in the last year or tripled in the last three years, does n't suddenly have three coins in their portfolio, safe, or at home in a drawer. No, you simply have to put three times as many banknotes on the table for the same coin.

[00:20:56]Always remember, it's not the price of gold that rises or the price of Bitcoin that rises, it's the euro that devalues, the Swiss franc that devalues. This will make a shoe. Your life is being stolen. I said it last time, your life is being stolen. Why?

[00:21:10]Because we all go to work for money every day. Investing the most valuable and rarest thing we possess, namely our time, to earn money. And this stored lifetime in the form of dollars, euros, francs is then taken from us through inflation, taxes, and so on. That's why you must take to the barricades and invest your money now in such a way that it is protected from the overreaching state, from inflation, from loss of purchasing power and from further taxes. And gold has done exactly what it was supposed to do, protect purchasing power, and the journey will continue. Exactly. We are now seeing this paradigm shift because artificial intelligence requires an extremely large number of data centers, and these data centers require an extremely large amount of energy. Tell me, do you know of any country in the world that has switched off a baseload-capable energy source that is highly efficient and CO2 neutral?

[00:22:05]Germany.

[00:22:07]Yes, when we do something, we always do it fanatically. Always, always. Exactly.

[00:22:14]Who knows how many nuclear power plants are currently being built worldwide?

[00:22:19]Well, not quite planned. 39 of them, 30 in China.

[00:22:24]We are the only ones who dismantled them. The whole world is shaking its head at us. Swart Street Journal said it's the dumbest energy policy in the world that we're making. And we will continue in the same way. We'll continue like this.

[00:22:34]But I promise you one thing, which I will predict today here at Invest, namely that we will see a renaissance of nuclear power in Germany.

[00:22:44]We need an enormous amount of energy for artificial intelligence, and for that reason not only are states starting to build new nuclear power plants, but even companies like Google, Amazon, and Microsoft are building their own nuclear power plants because they want the energy next to their data centers.

[00:23:02]And what else is needed, of course, for digitalization, for renewable energies, for every Tesla, for every iPhone: rare earths, metals, nickel, tin. Tin is extremely important. Nidia cannot produce a single memory chip without tin. Who else burned their fingers on the soldering iron, i.e., on the solder, at school? Yeah, right here?

[00:23:23]What did we have everywhere? Nars.

[00:23:24][laughter] And now, because copper is also extremely important, we actually have to mine more copper in the next few years than humanity has in 3000 years of history before. Do you think we can do it?

[00:23:41]I do not think so. Who among you believes that we will be climate neutral by 2045?

[00:23:47]Yes, everyone in Brussels believes that. The problem is that in recent years and decades, we have invested far too little in raw materials, in mines, i.e., Kupex. Yes, we are now heading towards a gigantic supply deficit because we need an extremely large amount of metals, we need an extremely large amount of energy, but we have nothing. And it will be a gigantic opportunity because supply and demand will naturally control the price, and therefore it is a historic opportunity. It's the millionaire cycle.

[00:24:15]You can reap truly breathtaking profits in the coming years, because of course the base metals will rise, but the mining stocks on those metals will rise even more sharply. The 1970s showed that the price of silver increased tenfold, but mining stocks sometimes increased 100 times.

[00:24:32]But now we also see that commodities are still historically undervalued compared to the S&P 500. Yes, still. We have just signaled a buy signal for the Bloomberg Index. We see that only 1% of institutional investors in smart money are invested in commodities or gold. That's already above average.

[00:24:55]Here is CPEX, meaning how much money was invested in new mines, in new oil platforms? This is us down here.

[00:25:02]Who knows how many oil platforms Germany has?

[00:25:06]One. And do you know what happened?

[00:25:09]The German environmental organization Deutsche Umwelthilfe has now successfully obtained a court order to shut down this last German platform.

[00:25:16]That will be banned. 1000 jobs lost and we don't even have oil anymore.

[00:25:19]Norway is happy, Great Britain is happy, because they can continue to sell us their notes.

[00:25:24]Absurd. Yes, the German Environmental Aid organization should actually be abolished as well.

[00:25:30]Yes, and I've already told Dr. [Name] in parallel. Copper is extremely important.

[00:25:35]The last major mine was discovered in 2015. After that, just a few smaller ones. But I told you about the supply deficit; we need an extremely large amount of copper. On average, how long do you think it takes from the first drilling attempt until the permit is granted, until the first ore comes out of the ground and is processed at a mine, whether it's iron, copper, zinc, or silver? Just give me a call.

[00:26:03]Yes, the overachievers always sit in the front. What 's your name? Thomas. Thomas?

[00:26:08]Yes, the Hostir. Horst. [laughter] Host.

[00:26:11]No, you're right, Host.

[00:26:13]Congratulations. Yes, exactly. On average, it takes 15 to 18 years. That means even if we accelerate now. Oh, there's a gold coin here. This is my caliber.

[00:26:22]Take care, everyone. I need to go to the toilet for a minute. [laughter] Awesome. What else is here?

[00:26:28]Endever Silver. You saw nothing.

[00:26:31]Yes, we share like that.

[00:26:35]Um, well, in Germany, by the way, it naturally takes about 180 years to develop a mine, right? I [laughter] hope, I hope they are not officials. Are there any officials here?

[00:26:50]Cool guy, what are you doing? What does he say?

[00:27:00]So, he doesn't accomplish anything, right?

[00:27:02][laughter] And we're paying for it.

[00:27:07]No, love goes out. Sending love.

[00:27:09]Is the press here?

[00:27:13]Nor politicians.

[00:27:16]Hey, what's that supposed to mean?

[00:27:17]I saw one from Bang, someone there was a local councilor or something, right? Yes, good. Hey guys, we are peaceful with each other.

[00:27:23]Yes, come on, the press is welcome to contact us too. So, the fact is, we really need to step on the gas now until we have enough copper by 2045 to become climate-neutral. Not going to happen. So, nothing will happen now. No chance. Yes, that means it's going to be exciting. And here you can see, for example, that I brought a nice shirt from the Friedrich Report, and our subscribers also received it.

[00:27:45]The blue line shows the price of copper, right? And the blocks in yellow are practically the exploration budget. We have invested far too little in recent decades. We need to invest much more. So, as I said, you see the problem: supply and demand are no longer there, a huge deficit, prices have to rise in fact, and the same applies here with uranium and so on.

[00:28:07]Copper Goldratius products have also been available here since 1970. We're at a historic low, you have to think about that. And now we come to critical metals and rare earths, because, uh, we need to, for example, the chart on the left shows the coverage ratio, yes, how much is practically covered by China, and then the supply gap we have, shown in red and pink, and there you can see there's a huge deficit here with rare earths, and it's global, everywhere, and nobody really seems to be aware of it, especially the German government, which is kind of saying, oh come on, it'll be fine somehow, and just buys stuff from somewhere else. The same applies to uranium. Uranium was also a recommended investment in recent years, and it has developed very well. We simply need an extremely large amount of uranium because the uranium from the old weapons used in disarmament has now been used up. We need new uranium deposits, and that's why we've seen these incredible price jumps in uranium stocks in recent years. They have increased fivefold, tenfold, twentyfold, and as I said, we have now seen a consolidation, but the next few years will be brilliant for uranium. Will make your portfolio explode? Little wordplay.

[00:29:13]And here we see number 9, right? 39 are actually the number of nuclear power plants currently being built worldwide, right? So, in China there are 39, in India 8, even in Hungary one is being built, and here in Iran, it's really bad. Let's see if they get built, and here in Argentina, etc. Nuclear power plants are being built everywhere. Even in Japan, yes, which had Fukushima. How many people died from radiation in Fukushima?

[00:29:40]None. Why did we get off the train again?

[00:29:43]Well, sometimes you're not allowed to ask our politicians the "why" question. Exactly. And now you can see that we need an extremely large amount of electricity, but also rare earth elements, because of the data centers.

[00:29:53]This chart also nicely illustrates how much energy is needed and how much of a deficit there is. So, that means we have a huge problem. I think that's clear enough. But what we are constantly told is that the whole world is somehow, um, switching to renewable energies now, apparently following the German model. That is, of course, a blatant lie. And this chart here shows it, namely the electricity mix of the world, and lo and behold, a large part of the world uses fossil fuels such as coal or gas. Yes, oil.

[00:30:24]No one is following the German example.

[00:30:26]Why not? I don't understand. That's what they always said. And now, for example, we see energy stocks outperforming the S&P 500 for the very first time in a long time, and I believe this will continue in the coming years. I expect this commodity to be a super-blessing, with the outperformance of commodity stocks lasting at least until the end of the decade, if not until the early 1930s. And we can gladly discuss how things have developed here at the Raw Materials Night every year. I've found another exciting chart for you, namely here. These are the different countries with their energy mix. On the far right we have China, India and Vietnam, rapidly growing economies with almost 3 billion people, and they all consume more than 50% of their electricity mix, so hold on tight to coal.

[00:31:13]India has just concluded a long-term, 30-year supply contract with Australia for coal.

[00:31:18]Coal from Australia for 30 years. I hope you have coal stocks to make money.

[00:31:27]And now, a chart.

[00:31:28]You should throw it around when you see Luisa Neubauer, or when you see any climate stickers, because energy is life, energy is prosperity. People really need to understand that. Here you can see practically the level of prosperity, how much, um, um wealth there is per capita, per inhabitant, and here how much energy is consumed. All rich countries consume a lot of energy. All poor countries consume little energy. You could perhaps look at your own biography. Was there anyone here with a bit of muscle? Not you.

[00:32:03]This girl here, you've got muscles, you go to the gym, right? Exactly. Um, what do you have to do for that?

[00:32:10]Work. Energy. Each of you can view your own biography. Each of you needs to step up your game to somehow make it through school. Some more than others, right? Right here in front. Yes. Um, everyone has to push themselves to pass their studies, pass a driving test, or to win their dream woman or man, or to perform well at work. "Nothing comes from nothing," says the Swabian.

[00:32:33]But we believe that much can come from nothing.

[00:32:35]But it doesn't happen. That means if anyone, mostly from the Greens or the left, tells you that you need to consume less, then they want you to become poorer because they want to see you here. There is no country that consumes little energy and is rich. It does not work. CO2 is life and energy is economic growth.

[00:32:56]Population growth and energy consumption go hand in hand with economic growth.

[00:33:03]Therefore, we actually need to consume a lot of energy so that we can continue to grow economically.

[00:33:09]That means if we consume less and less energy, if we see an energy lockdown, then we will somehow go downhill from here. I don't know if you've noticed.

[00:33:16]In any case, in recent days many refineries have suddenly and mysteriously caught fire. In Australia, in Mexico, in the USA, parallel to the Strait of Hormuz. One could almost think there's a plan behind it. Perhaps an energy lockdown is coming. Who knows? It's nice to be able to roller skate again on the B27 federal highway on Sundays. Ringing with hands in the castle garden will be awesome.

[00:33:41]Good, and what I also expect is stack inflation.

[00:33:45]In Germany we already have recession and stagflation, but stackflation means little or no economic growth, but high inflation like in the 1970s. And during inflation, you'll need raw materials again.

[00:33:59]Raw materials outperformed everything else here again in the 1970s.

[00:34:04]Gold, oil, energy stocks, but also everyday essentials like toothpaste, Colgate, groceries, etc. Here's something about the investment cycle, how it usually works, right? It starts with gold, moves on to copper, then comes energy, and then comes fertilizer and agriculture, so Akri Agriculture. It's always the same story. Feel free to take photos.

[00:34:29]Here we also have something for our customers for a fee, I said. Is this actually my water, or why is there lipstick on it? Yes. Yes.

[00:34:51]Here is also a chart from the Friedrich Pots subscriber list, where we have shown this again. Essentially, a stack inflation energy crisis – what one should actually be invested in. These are practically the crisis profiteers and, um, so this is practically— I can't read it—their core position: gold, royalties, LNG production, gold mines, oil services, helium, and so on. Yes, you can also take photos [laughter] for money. So, to sum up, I think we all know it, these are historic times, but I am actually optimistic, which is why I'm still here.

[00:35:31]We will manage this. The people [clears throat] have accomplished everything. Yes. Hey, we've been thinking about Corona. That was the highest PSI. It was the biggest marketing machine in the world, and it was also an IQ test, and we made it, or are still here.

[00:35:43]We just need to choose better, if that's even possible. I'm all for it, maybe we can help out for a bit.

[00:35:47]I had an idea. Bitcoin was invented by Satoshi Nakamoto to remove the weakest link in the chain from the monetary equation, namely man, because he is structurally greedy, incapable, prone to socialism, or starts wars. What if we created a kind of political Bitcoin, removing the weakest link in the chain, namely the people, especially those in the SPD?

[00:36:16]Only standing ovations. No, but think about it, then maybe we could... maybe I'll write a book called Make Germany great again. Yes, that we no longer have career politicians who are incompetent, who are not accountable for anything, who do everything wrong and still receive a fat pension – a bigger pension than you would get if you worked for five lifetimes. This ca n't be true. It's not working. Doesn't matter.

[00:36:48]We have too much bureaucracy, we have too much incompetence. We should also be able to immediately vote politicians out of office if they lie. The problem would be that half the Bundestag would have been empty after the second day of the March government.

[00:36:58]Yes, but again, it can't be that we cast our vote and then four years later we can do it again.

[00:37:04]Nothing changes. So, I believe that just as the monetary system is coming to an end, so too is our form of society, the ladder.

[00:37:09]We need a new political system, and perhaps we need a system where there are no humans left, because people tend towards lobbying, corruption, incompetence, incest, and who knows what else. Yes.

[00:37:21]Yes, I'm just saying, hey, quite honestly, if I had told you 5 years ago that the global elite has a pedophile ring, you would have said that Spinor is wearing a tinfoil hat. Now we know. It appeared in black and white in the mirror and everywhere else, and nobody is upset. What do you do instead of going out onto the streets? You're going to the investment. Oh, here are some socks and some pencils. Cool. I [laughter] want to win a gold coin.

[00:37:45]So, you absolutely have to start now. Tangible assets will be devalued, paper assets will be devalued in the coming years. If you still have money in a savings account, if you have life insurance, a Riester pension, a Rührup, get rid of that crap. You need to invest in tangible assets, things you can touch, things you understand. Yes, um, mining stocks, gold, silver, the digital commodity Bitcoin, and so on. It's also a good investment, and it burns well in an emergency, as you can see in my book. Yes, it's 600 pages. Yes, and um, in my opinion, interesting markets besides raw materials and energy are actually emerging markets and cyclical stocks. Especially countries with a government that does n't prioritize ideology over reason, where there are only two genders and things like that, right?

[00:38:29]Milay, for example, is someone who's still got all her marbles, I'd say. And you also have to be a multiplier. You need to go outside. You have to engage in dialogue with people.

[00:38:38]You might also like to recommend my channel, or me in general, or simply say what you know about the monetary system. Henry Ford once said that if people understood our monetary system, we would have a revolution much sooner. And that's how it is.

[00:38:52]Once you go down this rabbit hole and understand the monetary system, you'll realize it's the biggest fraud system. And I want Stuttgart to burn tonight.

[00:39:02]No, no, stop, stop. I have Tett, you [ __ ]. Damned axe. I wrote it down. Yes, okay. My wife wrote here, no penis jokes. Hm. Okay. So, once again, if you'd like to take a look at the Friedrich Report, exclusively for you today, take a look. Less than €1 a day.

[00:39:24]Raw material analyses of the best mining stocks, as mentioned, yielding over 100% returns in the last two years. I can take a look inside, now we can take a photo. Yes, I'll stand in front of it too.

[00:39:35]Wow.

[00:39:37]And if you want to find the right broker for that, then here is FS Broker, as I said, with human service.

[00:39:42]No AI bots or Bangladeshis who ca n't speak German, no long waiting times with some kind of background music from the elevator, and actual human advice plus a tax solution. Feel free to take a look. Free relocation of the depot is possible at any time.

[00:39:59]Friedrich Strategy Broker.