Goldman's Currie Says Commodities Are Best Place to Be Right Now

The video discusses the bullish outlook on commodities and real assets, predicting a commodity supercycle. It examines geopolitical impacts, particularly the Russian invasion of Ukraine, on commodity supplies. The uranium market is highlighted for its potential growth due to climate change initiatives. Oil price forecasts are provided, considering geopolitical uncertainties and investor interest. China's economic policies and demand are analyzed, with a focus on the transition to green energy and its implications for commodities like copper.

What are the expected trends in uranium prices based on current market conditions?

What role does China's demand play in the global energy market, especially in light of recent lockdowns?

How might the transition from oil to copper as a key commodity occur in the coming years?