The Super Charged Capex Cycle with Jeff Currie
The HC Commodities Podcast
Commodities Market Dynamics
This chapter analyzes the current state of the commodities market, focusing on the contrast in investment trends between metals and hydrocarbons. It highlights the effects of geopolitical events and inflation on commodity prices, particularly the notable performance of gold amid global volatility. Additionally, the chapter addresses the implications of de-dollarization, wealth inequality, and the evolving role of government in energy production and industrial policy.
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