Goldman’s Currie Sees Tell-Tale Signs of Commodity Super Cycle

The video discusses the relationship between Bitcoin and commodities, highlighting Bitcoin's similarity to copper as a risk-on asset. It explores the potential for a super cycle in copper, driven by economic trends similar to those in the early 2000s. The discussion shifts to a structural bull market in commodities, emphasizing underinvestment and policy-driven demand. The oil market is analyzed, focusing on backwardation and future demand. Finally, strategies for investing in global commodities, including ESG considerations, are presented.

What are the three reasons mentioned for being long on commodities right now?

What is the expected target price for oil by the end of next year according to the speaker?

How does the speaker describe the current state of US oil production?