Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
The Meb Faber Show - Better Investing
The Great Bear Market in the US
In two thousand we went from two dollars an m m b t o the way up to ten nits. First time i'd ever seen anything like that before. You killed off so much industrial demand. Europe's going to go through precisely the same thing. In fact, it's already happening. A lot of the very energy intensitiofe industries are moving back to the us. So it's exactly the same industries they got off shore to europe 20 years ago. I 're going to get reshored back into the united states as you go through a very similar dynamic.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
