The Super-Cycle Meets Interest Rates with Jeff Currie

The Super-Cycle Meets Interest Rates with Jeff Currie

What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all conditions have tightened exacerbated by conflict, energy subsidies and a worsening emissions outlook. So why have commodities fallen off the Spring highs? Is this a pause before prices inexorably march upwards? Jeff Currie, Chief Economist for Commodities at Goldman Sachs returns to talk about the last 6 months and what the future might hold.

To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider

To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

Episoder(320)

Notes from the FT Commodities Summit 2024

Notes from the FT Commodities Summit 2024

To attend our HC Insider Podcast Live Event on the Future of Switzerland as a Commodities Trading Hub on April 16th, please RVSP here: https://www.eventcreate.com/e/hcinsider-podcast-geneva

11 Apr 202431min

AI and Commodities with Felipe Elink Schuurman

AI and Commodities with Felipe Elink Schuurman

To sign up for our HC Insider Podcast Live Event in Geneva on the evening of the 16th April please RSVP here:https://www.eventcreate.com/e/hcinsider-podcast-genevaWe are discussing the Future of Switz...

9 Apr 202440min

Dedollarisation with Jonah Van Bourg

Dedollarisation with Jonah Van Bourg

The US Dollar has been the world’s global reserve currency since the Second World War, underpinning global trade and US dominance. However, as our guest argues, its use as a global policy tool such as...

2 Apr 202447min

Special: The Baltimore Bridge Collapse

Special: The Baltimore Bridge Collapse

You can request to sign up for Mercury Resources newsletter here: https://www.mercuryresources.com/contact-us

2 Apr 202421min

Uranium with John Cash

Uranium with John Cash

In this episode we address that very special commodity Uranium, crucial to the energy and defense industry alike. Nuclear’s role is the energy transition is increasingly recognized. But where will the...

27 Mar 202446min

Virtual Barrels with Ilia Bouchouev

Virtual Barrels with Ilia Bouchouev

In this episode, Ilia Bouchouev joins to discuss his new book, ‘Virtual Barrels: Quantitative Trading in the Oil Markets”. What are virtual barrels? How has oil trading been fundamentally changed due ...

20 Mar 202445min

Are the markets forecastable? with Matteo Mazzoni

Are the markets forecastable? with Matteo Mazzoni

At the core of commodity trading is forecasting. The last decade of low prices and low volatility has transformed into a market of high volatility and higher prices. How has that changed the nature of...

13 Mar 202440min

The Path Forward: Driving Diversity in the Trading Community

The Path Forward: Driving Diversity in the Trading Community

On Tuesday 27th February, HC Group and bp hosted a breakfast and networking event for women in the trading and origination community. The highlight of the morning was a thought-provoking panel discuss...

8 Mar 202440min

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