Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
The Meb Faber Show - Better Investing
Commodity Super Cycle
Golman sack's global head of commodities research shares why he called for a commodity super cycle almost two years ago and where we are now within that cycle. He touches on the under investment and supply, why e s g makes this cycle different from past cycles, and why the risk of a policy era could exasperbate the problems we have in the commodity markets. To day be sure to stick around to hear jeff's price target for oil and a surprising call on the european energy markets.
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