Goldman's Jeff Currie on the Silver Squeeze and the Coming Boom in Commodities
Odd Lots
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Commodities in Crisis: The Bull Market Awakens
This chapter discusses the potential for a structural bull market in commodities, particularly oil, driven by underinvestment and supply deficits exacerbated by the pandemic. It highlights the strategic importance of stockpiling essential commodities in light of geopolitical tensions and examines historical parallels with past economic shifts.
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Transcript
