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4min chapter
Revenge of the Old Economy & How to Invest in the Commodity Supercycle | Jeff Currie
Hidden Forces
The Volatility Trap in Past Cycles
How did we overcome the volatility issue, of this volatility trap in previous cycles? Or was it not as relevant because bank regulations were different in each one? It was a different solution. In the 19 seventies, you know, heis overcome through creating conglomerates. The government step dena like the government has the farm subsidy programmes and things like that. And then you think about what like these, with these long term contracts, and they need to have access to more capital. That actually sourcing that capital for what are relatively low risk endeavors is going to be difficult.
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