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Revenge of the Old Economy & How to Invest in the Commodity Supercycle | Jeff Currie
Hidden Forces
How Do Redistributive Policies Impact Demand?
Redistributive policies, energy transition and deglobalization. Walk me through those three structural d vers that are essential in this concept of a commodity super cycle. The lower income groups drive the demand for food, fuel and capital goods. So there is a benefit, that's the inflation employment trade offif ano above capacity economy. In fact, you look at the evidence of an overheating economy, it closes the gap between rich poor,. You know, race differentials, gender differentials, they get closed in an overheated economy.
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