The Meb Faber Show: “Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles”
Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles
Today’s guest is Jeff Currie, Goldman Sachs’ global head of Commodities Research. In today’s episode, Jeff shares why he called for a commodity supercycle almost two years ago and where we are within that cycle today.
He touches on the underinvestment in supply, why ESG makes this cycle different from past cycles, and why the risk of a policy error could exacerbate the problems we have in the commodity markets today.
Be sure to stick around to hear Jeff’s price target for oil and a surprising call on the European energy markets.
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