The Demand Side of the Market

Rick McGahey: Marco's perspective was longer term which he was clear about. He also said short term you could get a lot more volatility as investors try to grapple with this demand side. I have been surprised, as you said in the leading of the show, with the strength in the US economy given higher interest rates. And I don't think that the strong interest that you've had in commodities is just around geopolitical issues. But rather the fact that we need to accommodate more and more people on earth that have more and more material needs.