Goldman's Currie Likes Long Gold as Favorite Commodity Play Right Now

The video discusses the recovery of the supercycle and its impact on long-cycle investments, highlighting the role of China and global economic factors. It explores market dynamics, focusing on commodity trading strategies, particularly in oil and non-energy sectors like steel and copper. The discussion extends to the rarity of supercycles, the influence of US-China trade tensions, and the structural uncertainties affecting investments. The video concludes with an analysis of gold as a promising commodity investment amid recessionary fears and central bank activities.

What are the implications of the trade tensions between the US and China on commodity markets?

Why is gold considered a favorable investment in the current economic climate?