13 min listen
The End Game Ep. 35 - Jeff Currie PREVIEW
The End Game Ep. 35 - Jeff Currie PREVIEW
ratings:
Length:
13 minutes
Released:
Jul 13, 2022
Format:
Podcast episode
Description
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!
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!
Released:
Jul 13, 2022
Format:
Podcast episode
Titles in the series (88)
The End Game Ep. 27 - Harley Bassman PREVIEW by The Grant Williams Podcast