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SmarterMarkets™

Setting Course Episode 1 | Jeff Currie, Partner Alumnus, Goldman Sachs

Jan 6, 2024
Former Global Head of Commodities Research at Goldman Sachs, Jeff Currie, discusses the big picture in commodities markets, including reflections on market action and expectations, the impact of regulatory easing and ignored sanctions on commodity supply, the evolution of asset classes and globalization, and the future of markets with a focus on the importance of blockchain for market clearing.
46:00

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Combining blockchain technology and artificial intelligence can track the history of commodities, determine their environmental impact, and facilitate carbon-to-green investing.
  • Geopolitical changes may mark the end of the era of free trade and low cost of capital, emphasizing the importance of investment in decarbonization and the potential opportunities in commodity investing.

Deep dives

Importance of Information in Solving Climate Change

Jeff Curry highlights the crucial role of information on commodities in tackling climate change. He emphasizes the need to determine if commodities are green or brown, which can be facilitated through smarter markets. Combining the use of blockchain technology and artificial intelligence, it becomes possible to track the history of commodities and distinguish their environmental impact. Jeff envisions a shift towards carbon-to-green investing, where carbon is transformed into sustainable cash flows, and emphasizes the necessity of controlling carbon to effectively reduce emissions.

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