Post by
geezer21 on Jun 09, 2022 9:24pm
Jeff Currie: No Capital Influx Into Commodity Supercycle Yet
Goldman 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