The End Game Ep. 35 - Jeff Currie PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 13 July 2022

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 35 of The End Game sees Bill and Grant welcome Goldman Sachs Global Investment Research Global Head of Commodities Research, Jeff Currie for a discussion around the current dynamics in the commodities sector and their potential place in The End Game. Jeff’s thoughts on the importance of the only two asset classes in the green this year — ‘hydrocarbons and carbohydrates’ — are extremely eye-opening and the masterful job he does in explaining the need for positive, pro-energy policy change in an era of overwhelming focus on climate change is both balanced and thought-provoking. The importance of putting a price on carbon is laid out beautifully, as are the problems with current tax policies and the straitjacket into which policymakers have strapped themselves. Lastly, Jeff offers his thoughts on gold and precious metals as the road towards The End Game rises up to meet us... As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

Transcript

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0:00.0	Before we get going, here's the bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice. This conversation is for informational and hopefully
0:19.0	entertainment purposes only, so while we hope you find it both informative and entertaining,
0:24.1	please do your own research or speak to a financial advisor before putting a dime of your
0:28.7	money into these crazy markets.
0:38.2	You're about to listen to a special preview edition of the latest episode in the end-game
0:42.0	series featuring my co-host Bill Fleckenstein and a very special guest, Jeff Curry, the
0:46.6	global head of commodity research at Goldman Sachs International Research.
0:50.4	In what was a terrific conversation, Jeff helps us explore the role the commodity complex
0:55.3	may play in the end-game, explaining how only two asset classes are positive this year,
1:00.4	hydrocarbons and carbohydrates, and what that might mean for markets and policy makers going
1:05.3	forwards. Every episode of the Grant Williams podcast, including the end-game, the Super
1:09.4	Terrific Happy Hour, the narrative game, this week in Doom and shifts happen, is available
1:14.2	to copper and silver tier subscribers at my website, Grant-Williams.com.
1:19.3	Copper tier subscribers can access to all the podcasts, while members of the silver tier
1:23.3	get both the podcasts and my monthly newsletter things that make you go.
1:27.0	So, if you enjoy what you're on the show and you want more high quality content like it,
1:30.6	then please make your way over to Grant-Williams.com and join our excited community today.
1:36.0	And now, on with the show.
1:37.2	Well, Jeff, welcome to the end game. It's an absolute delight to have you join us in this series.
1:53.3	It's a real pleasure to have you. Thanks for taking the time.
1:55.4	Great, thanks for having me.
	...

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