Goldman Sachs global head of commodities research predicts new super cycle

Commodities tend to go through extended periods of boom and bust, known as Supercycles. These super cycles are extremely rare events. There have been 2 supercycles in the last 70 years.
The last generally accepted super cycle arguably started in the late 90s before peaking about a decade ago, and was driven by rapid growth, mainly, in China and other emerging-market economies.
Goldman Sachs Global Head of Commodities Research, Jeff Currie, who has been a prominent advocate of an oil supercycle in the early 2000s, is now once again predicting a new super cycle in commodities.
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[@william53]

Appreciate the extended interview of such an important topic!

[@deepinderrana9445]

Great commentary. Thanks for decoding the commodity scenario

[@sis1296]

Love this interview. Thank you Al Arabiya English and Jeff Currie. Thank you for the explanations.

[@my2dwork]

Always nice to listen to intelligent conversation.

[@knitrobb2093]

Excellent interview.

[@majidkarimane7516]

One of the best macro economics predictions tnx

[@maryalchester]

How likely is it, on a scale of 1 to 10, that the FED will raise interest rates? In a piece by Jim Roger that I read, he talked about underlying prospects in a bear market. Since the beginning of the year, the market's trend has been hazy. Any definite course this quarter?

[@mvanwie]

Ever considered financial planning?

[@aliyunko9689]

@@mvanwie from?

[@alyoshaivanovv]

it’s the constant urge to want to do it ourselves that keeps us financially destabilized. Interesting you mentioned looking up juliet eve downey• Just like she would say, Time is essential & delegation is inevitable. Highly priced tho.

[@joecaruso06]

@@alyoshaivanovv all we do is look up •juliet eve downey• ?

[@hueymorello5115]

@@alyoshaivanovv all we need do is look up juliet eve downey•

[@my2cents395]

Fertilizer and the commodities that produce it are necessities to produce food.

[@vasileioskosmidis1421]

Goldman always gets it wrong. It is about confusing customer rather than predicting it.

[@doubleaa658]

So far he’s been right

[@vasileioskosmidis1421]

@@doubleaa658 He is wrong Q422 predicted 120 USD.

[@waqidj]

Yup they do.

[@doubleaa658]

@@vasileioskosmidis1421 talking about commodities

[@rollie5579]

@@doubleaa658 Not really, he was calling for much higher prices earlier in the year but he sure makes a lot of sense for the long term picture .

[@truthisthevictory9278]

'You'll own nothing and be happy.'

[@rajcha8976]

Why would someone invest in new oil when they know higher prices is more profitable? Investments in a sector happens to harness new demand usually. In other words underinvestment is not accidental.

[@sb10101]

Is there any stop and think?

[@Seegie16]

Why aren't all these Goldman guys or other large bank executives on the same page. From the same bank you'll hear one of the top execs saying super cycle and another calling for 30% drop. WTF?

[@jamespaul4618]

0:45 super cycle = aggressive capex cycle. 10:58 high interest rates = laser focus on the near term.

[@sampad2973]

Mining stocks👍

[@rustyschackleford5800]

It feels like there has been underinvestment in most of the economy. Imagine if rich people actually invested in productive things, and real people, instead of giving all their wealth to Wall St. to gamble with.

[@jimmcdonough5497]

The crazy Green deal

[@absoluttchamp]

When Satan speak, do the opposite.

[@chuck_dane]

Attract capital he said so be careful 😅 before it rally they’ll take your money first for their capital!

[@davidjohnson2001]

Silver for Sure!!

[@mauinuts8844]

Demand for lithium (LCE) far exceeds supply and will remain so for the remainder of this decade.

[@DanSme1]

Metals up 2X? Not precious metals due to shorting.

[@Yuvraj.]

This is quite obvious.

[@mgez919]

The Goldman Sachs guy just called for an industry killing carbon tax. Awesome, let's make everyone poor and miserable.

[@cutback443]

your opening statement is hilariously contradictory

[@justinmichelle6087]

Despite the fluctuations in market price, I still make over 36k usd from all my weekly invest ments on commodity.

[@nethanlukas2514]

Wow that’s awesome. I don’t make half of what you earn from all my in vest ment. My portfolio is dwindling, I’ll really use some help.

[@justinmichelle6087]

@@nethanlukas2514 I work with a professional broker who provides entry and exist on securities I focus on. I suggest you work with him..

[@nethanlukas2514]

@@justinmichelle6087 how do I reach him.?

[@justinmichelle6087]

+17 19

[@justinmichelle6087]

94 13

[@borism4849]

China is reopening but Chinese metal inventories are booming. Things don't add up here.

[@donald3350]

Following any investment advice from GS is just foolish. They are not trying to help the average investor, they are only looking to help themselves. GS are crooks

[@hitosi2671]

oil company windfall tax give away lower income houses that lead to new demand. thats interesting lol.

[@edwardk3]

Give more free money to "marginalized" people please

[@davidjohnson2001]

Seasonal Cycle LOW End of February. AGQ!! -$23 Long!! Let's Go Brandon!!

[@CapitonnePlanet]

Green 💚 is profitable let's go!

[@jimmyhvy2277]

I Believe in Climate Change ! He is a Liar or a fool , IMHO .

[@DanSme1]

Climate change…😵‍💫😵‍💫

[@ahmedalsharman]

He is always wrong.

[@daregug]

Can’t believe anyone who is in a door way
Cause he on his way out

[@daregug]

He lies and he going to make you lose it all

[@Mkay1808]

All Scammers .. in any form