Hidden Forces
Description
In Episode 247 of Hidden Forces, Demetri Kofinas speaks with Jeff Currie, global head of Commodities Research at Goldman Sachs and an expert on commodity markets, commodity dynamics related to corporate risk management & geopolitics, and how to invest strategically in what Jeff Currie believes is a “commodity supercycle.”
Currie is a fountain of knowledge and uniquely good at breaking down the market dynamics and material importance of an industry that incorporates every single aspect of the global economy from capital markets, to supply chains, to international politics. Understanding these dynamics is crucial for businesses and governments who need to navigate and plan for a future that is going to look radically different from anything that we have seen in a very long time. They are also crucial to understand for anyone managing money, as are the forces currently at work in the real economy and how multiple cycles of underinvestment, rising costs of capital, deglobalization, and wealth inequality to name just a few, are converging to create the greatest period of financial, economic, and political change in a hundred years.
Fortunes will be made and many more will be lost during this period, and today’s conversation with Jeff is meant to provide yet another important piece to understanding this very big puzzle.
You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.
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Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
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Episode Recorded on 05/04/2022