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76: Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets

Money Maze Podcast

CHAPTER

The Bullish Case for Copper in an Institutional Asset Allocation

Commodities can often move in the opposite direction to other financial assets. In periods of higher inflation, which means higher interest rates, commodities often thrive. The second thing is that we're in a secular super cycle for many commodities because you've had under investment in commodity infrastructure and exploration.

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