Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
The Meb Faber Show - Better Investing
Over Investment, Under Investment, Is a Story as Old as Time?
Over investment, under investment is a story as old as time. The one in the two thousand star started two thousand two january when china was admitted to the w t o. When we look at that one in the 68, it ended in 19 80, after 12 years of a huge investment cycle. And what happens when you haven't spent money in a sector for over a decade? Because there's nobody there.
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