Follow Niels on Twitter, LinkedIn and YouTube.
Follow Cem on Twitter.
IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.
Learn more about the Trend Barometer here.
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.
02:35 - Introduction to Jeff Currie
04:18 - A new kind of inflation?
08:41 - Policy and what drives inflation
15:41 - The outlook for the demand side
22:45 - Short term position and the commodity space
28:11: - Disruptions in infrastructure
31:17 - The rise of OPEC
33:32 - Status on the strategic oil reserve
34:20 - Volatility in oil
39:45 - Are we running out of metal?
44:12 - The situation with gas
48:15 - What is the solution?
50:12 - Problems with agriculture
53:54 - Dealing with global warming
59:44 - Profiting from the commodity super cycle
01:01:54 - Thanks for listening