Goldman’s Currie: Commodities in Structural Bull Market

The video discusses the current trends in the commodity market, highlighting a structural bull market driven by underinvestment in supply, policy-driven demand shifts, and a weak dollar. It emphasizes the importance of investing in commodities as a hedge against inflation and contrasts this with financial assets. The discussion reaffirms the presence of a commodity bull market, supported by indicators like grain prices and rising global liquidity.

Explain the significance of supply-side factors in the bullish outlook for commodities.

What are the implications of the anticipated physical moves in the real economy for commodity prices?