Revenge of the Old Economy & How to Invest in the Commodity Supercycle | Jeff Currie

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 9 May 2022

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	What's up everybody? My name is Demetra Cuffinus and you're listening to Hidden Forces,
0:06.0	a podcast that inspires investors, entrepreneurs and everyday citizens,
0:11.0	to challenge consensus narratives, and to learn how to think critically about the systems of power
0:17.0	shaping our world. My guest in this week's episode is Jeff Curry.
0:21.0	Jeff is global head of commodities research at Goldman Sachs
0:25.0	and one of the absolute best people to speak to about the commodities industry,
0:30.0	commodity markets, the dynamics at play in the context of corporate risk management
0:35.0	and geopolitics, and how to invest strategically and gain exposure
0:40.0	to what may be the biggest commodity super cycle in at least 40 years.
0:46.0	This was by far the most informative conversation I've ever had
0:51.0	about commodity markets and the physical economy.
0:54.0	Jeff is a fountain of knowledge and uniquely good at breaking down the market dynamics
1:00.0	and material importance of an industry that pulls in every single aspect of the global economy
1:06.0	from capital markets to supply chains to international politics.
1:11.0	My objective in bringing you this conversation is to fold.
1:15.0	Number one, I fully agree with Jeff's overall thesis that we are in a commodity super cycle
1:20.0	and that this is going to have massive implications for governments and economies all over the world.
1:26.0	Understanding these dynamics is crucial for businesses and governments
1:31.0	who need to navigate and plan for a future that is going to look radically different
1:35.0	from anything that we have seen in a very long time.
1:39.0	Number two, anyone managing money, whether it's their own money or a client's money,
1:44.0	needs to understand what is happening in the real economy today
	...

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