HC Insider Podcast on Spotify - Cross commodity industry
Category: Podcast

The Super-Cycle Meets Interest Rates with Jeff Currie

What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all conditions have tightened – exacerbated by conflict, energy subsidies and a worsening emissions outlook. So, why have commodities fallen off the Spring highs? Is this a pause before prices inexorably march upwards? Jeff Currie, Chief Economist for Commodities at Goldman Sachs, returns to talk about the past six months and what the future might hold.