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The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
Manage episode 320428056 series 2399288
In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets.
467 episod
Manage episode 320428056 series 2399288
In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets.
467 episod
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