Jeff Currie: No Capital Influx Into Commodity Supercycle YetGoldman Sacks Jeff Currie head of global commodities research says it is just the beginnings of the commodity supercycle due to a decade of under investment that resulted from misallocation of capital (think of money printing here).
A short interview well worth the listen. Currie is someone to pay attention to.
https://www.youtube.com/watch?v=EaFhl9kG3_U