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GM34: When Geopolitics meets Global Macro ft. Jacob Shapiro & Roger Hirst

Top Traders Unplugged

00:00

Commodity Super Cycle

Dokley: I do think that there is an easy way to visualize some of these forces that are intersecting with each other, and that is through the global markets. And recently, we had certainly one of my favorite commodity experts, Jeff Corey from Goldman Sachs on the show. And they both seem to agree that commodities could move a lot higher from their perspective - not least energy, but maybe even also food. So I was just curious whether you think that actually, and to your point about inflation being a little bit more sticky or resilient, do you think that we could actually see another spirit to the upside in global commodities for these various reasons? Jacob Dokley: Yeah, no

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