Baltimore Bridge Collapse Fractures Supply Chain & Cocoa Prices Soar 250%
![Baltimore Bridge Collapse Fractures Supply Chain & Cocoa Prices Soar 250%](https://www.podcastworld.io/podcast-images/morning-brew-daily-8pg73l48.webp)
Explore "commodityprices" with insightful episodes like "Baltimore Bridge Collapse Fractures Supply Chain & Cocoa Prices Soar 250%" and "Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High" from podcasts like ""Morning Brew Daily" and "Odd Lots"" and more!
Goldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new commodities supercycle, starting early last year. Well, it's not even close to over. Currie estimates that we're just in the second inning of it. The issue is what Currie characterizes as a "volatility trap" that's keeping investment on the sidelines, despite surging prices of spot commodity prices. In this episode, he explains how far commodity prices can go, what the challenges are to inducing further investment, and what policies could help bring things into balance.
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