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Jordan: Massive Commodity Supply Challenges Coming

Jordan Opportunity manager Jerry Jordan says the world will be massively supply-challenged as commodity production fails to keep up with a reaccelerating global economy.

Jordan: Massive Commodity Supply Challenges Coming
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Ryan Leggio: I know that commodities is one of your two large secular themes you're working with right now. Can you talk a little bit about how you arrived at that theme and really what you mean by commodities being a secular theme?

Jerry Jordan: Sure. I think like a lot of folks, we became enamored of the idea back in 2001-2002--we were bullish in energy actually as early as '98, but commodities in aggregate in that 2002-2003 period--with the idea that the emerging markets were really emerging, and we were slowly and inevitably using up all that excess supply.

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Ryan Leggio does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.