The Meb Faber Show - Better Investing Jeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
Sep 27, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
Commodity Super Cycle
01:58 • 3min
The Revenge of the Old Economy
05:03 • 3min
Over Investment, Under Investment, Is a Story as Old as Time?
08:28 • 5min
Are We Still in the Thickness of This Is the Beginning?
13:12 • 5min
What's Your Thoughts on Oil?
18:29 • 4min
Can Export Natural Gas to Europe Solve This Crisis?
22:40 • 3min
You Pollute, You Pay
25:20 • 4min
Do You Invest in Commodities?
29:38 • 5min
The Carbon Cycle
34:20 • 5min
Food Is a Hypercarbon
38:57 • 2min
What Is Your Most Memorable Investment?
40:48 • 2min
The Great Bear Market in the US
42:32 • 2min
Investing in the Stock Market - Cambria Funds
44:26 • 3min