In this episode, Cem and Niels are joined by Jeff Currie, Head of Commodities Research at Goldman Sachs, for a conversation on the shifts in global natural resources that we are witnessing right now. We discuss how the focus on de-carbonization has impacted the economy and why the low income group is actually the key driver of inflation, why Currie believes markets are set up for a recession in 2023 and how the war in Ukraine causes disruptions in energy infrastructure. We also discuss why OPEC has risen to power again and what drives the oil prices, why we might run out of metals in the near future, why boycotting Russian oil is a climate paradox and what might be the solution to the energy crisis, how the underinvestment in carbon creates a ripple effect in multiple other sectors, why Currie believes renewable energy might not be the right solution to the energy crisis, how to profit from the commodity super cycle and much more.

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Episode TimeStamps:

02:35 - Introduction to Jeff Currie

04:18 - A new kind of inflation?

08:41 - Policy and what drives inflation

15:41 - The outlook for the demand side

22:45 - Short term position and the commodity space

28:11: - Disruptions in infrastructure

31:17 - The rise of OPEC

33:32 - Status on the strategic oil reserve

34:20 - Volatility in oil

39:45 - Are we running out of metal?

44:12 - The situation with gas

48:15 - What is the solution?

50:12 - Problems with agriculture

53:54 - Dealing with global warming

59:44 - Profiting from the commodity super cycle

01:01:54 - Thanks for listening

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Disclaimer

GM32: Commodity Super Cycle in Full Force ft. Jeff Currie