Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High | Odd Lots
April 14, 2022
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58:27Now PlayingJeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High | Odd Lots
YouTube Description
as posted by the channelGoldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new commodities supercycle, starting early last year. Well, it's not even close to over. Currie estimates that we're just in the second inning of it. The issue is what Currie characterizes as a "volatility trap" that's keeping investment on the sidelines, despite surging prices of spot commodity prices. In this episode, he explains how far commodity prices can go, what the challenges are to inducing further investment, and what policies could help bring things into balance.
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