20 min listen
Revenge of the Old Economy
FromThe Active Share
ratings:
Length:
45 minutes
Released:
Jan 23, 2023
Format:
Podcast episode
Description
Low interest rates and a focus on being green led to significant underinvestment in the old economy. Netflix rose and Exxon fell. But we’re now beginning a rotation away from the new economy back to the old, says Jeff Currie, global head of commodities research at Goldman Sachs. In this episode of The Active Share, Jeff tells Hugo how he sees the future of energy, from green tech to oil, from the east to the west—who will win, who will lose, and how investors can prepare.
Released:
Jan 23, 2023
Format:
Podcast episode
Titles in the series (46)
Tiger vs. Roger: The Case for Generalists: What do Tiger Woods and Roger Federer have in common with hedgehogs and foxes? Find out as we sit down with David Epstein, New York Times bestselling author of The Sports Gene and Range: Why Generalists Triumph in a Specialized World, by The Active Share