Episode
Kerr Neilson on oil shocks and why gold will hit $8,000
- Podcast
- Basis Points
- Published
- Mar 10, 2026
- Duration seconds
- 1797
- Processing state
not_requested- Canonical source
- https://shows.acast.com/basis-points/episodes/kerr-neilson-oil-supply-is-the-biggest-risk-to-markets-in-20
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Summary
Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings. He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets. Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world. His message is clear. The biggest opportunities often lie where capital has been scarce. In this episode: 00:00 Why Contrarian Investing Still Works 03:00 Where ETF Crowding Creates Opportunity 06:00 How Oil Shocks Could Reshape Portfolios 08:42 Balancing Gold, Cash And Real Assets 11:20 What Samsung And Platinum Signal 16:10 Where Advisers May Find Mispriced Value 📈 Stocks and ETFs Mentioned: Samsung (KRX: 005930) Impala (JSE: IMP) Petrobras (NYSE: PBR) Sky Metals (ASX: SKY) Valterra Platinum (JSE: VTR) 🎟️ Join us at the Basis Points Boat Party, get your tickets here . ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). 0.50 Total Hours Knowledge Requirements: Managed Investments ( 0.50 hour ) | Legislated CPD Area: Technical Competence ( 0.50 hour ) Complete the quiz here to claim your points ——— Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ———- Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is ge…