October 18, 2021· 44 min
Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Orality
Model
79%
Oral-dominant (speeches, podcasts, storytelling)
Speaker Breakdown
HostJoe Weisenthal(1,675 words)
M:28%
HostTracy Alloway(1,270 words)
M:28%
GuestJeff Currie(5,114 words)
M:93%
Oral Indicators
Agonistic29%
huge, massive, crazy
Engagement73%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
know (144x), like (89x), what (64x)
Parallelism85%
And I'm Tracy Alloway...., So, Tracy, you see we just got..., And so, of course, there's thi...
Sound Patterns65%
57 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases9%
you know what, i mean, the bottom line
Literate Indicators
Hedging6%
could, probably, quite
Passive Voice7%
was supposed, were worried, is caused
Abstract Nouns22%
investment, deviation, exception
Subordination7%
because, since, hence
Sentence Length37%
Avg: 14.2 words/sentence
Word Complexity47%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style27%
636 personal pronouns found
Descriptive Style71%
slightly, really, basically
Description
Back in January, we spoke with Jeff Currie, the Global Head of Commodities Research at Goldman Sachs. At the time, he was bullish on the commodities complex for several reasons. Since then, of course, we've seen several markets go on an absolute tear and to a degree that's taken even him by surprise. The bad news for commodities consumers? We still haven't hit max pain. On this episode, we speak again with Jeff about what's driving prices higher and why he sees stronger price increases over the next several months. See omnystudio.com/listener for privacy information.