Hidden Forces

Revenge of the Old Economy & How to Invest in the Commodity Supercycle | Jeff Currie

4 snips
May 9, 2022
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1
Introduction
00:00 • 3min
2
The Hidden Forces Podcast - Jeff Curry
03:08 • 2min
3
Forecasting in the Space
04:55 • 2min
4
What's the Big Picture in Commodities?
06:45 • 3min
5
How Do Redistributive Policies Impact Demand?
09:24 • 3min
6
What Is Decarbonization?
12:50 • 3min
7
What Is the Comparative Investment in the Seventies?
16:16 • 3min
8
The Third Super Cycle, Commodity Super Cycle Since the Seventies
19:23 • 2min
9
The Demand Side Story
21:40 • 3min
10
Is There a Capacity Constraint on Capital Investing?
24:33 • 3min
11
The Volatility Trap
27:45 • 4min
12
Taking the Volatility Out
31:24 • 2min
13
Oil Services Rigs, Truck Drivers and So On
33:02 • 2min
14
The Volatility Trap in Past Cycles
34:59 • 4min
15
Is There a Potential for Solvency Risk?
38:40 • 2min
16
The Long Conviction, Short Position Thing
40:33 • 2min
17
We're Going to Be Living Through a Spare Period
42:56 • 5min
18
What Does That Petrodollar Recycling Dynamic Do?
48:24 • 3min
19
Is There a Reversal of the Dollar Carry Trade?
51:45 • 2min
20
The Interstrate Cycle
53:19 • 4min
21
What Commodities Do We Need to Focus Most On?
57:00 • 4min