April 14, 2022· 58 min
Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High
Orality
Model
50%
Speaker Breakdown
HostTracy Alloway(2,099 words)
M:29%
GuestJeff Currie(5,452 words)
M:94%
Oral Indicators
Agonistic29%
certainly, basically, very
Engagement74%
you, our, your
Memory Aids100%
listen, now, right
Repetition100%
know (169x), like (105x), it's (83x)
Parallelism89%
And I'm Tracy Alloway...., And it was interesting...., But the the headline, which, o...
Sound Patterns68%
75 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases4%
you know what, i mean
Literate Indicators
Hedging7%
could, perhaps, might
Passive Voice9%
is when, being shunned, was focused
Abstract Nouns17%
investment, information, volatility
Subordination7%
because, since, unless
Sentence Length46%
Avg: 16.4 words/sentence
Word Complexity46%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style26%
808 personal pronouns found
Descriptive Style73%
monthly, carefully, certainly
Description
Goldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new commodities supercycle, starting early last year. Well, it's not even close to over. Currie estimates that we're just in the second inning of it. The issue is what Currie characterizes as a "volatility trap" that's keeping investment on the sidelines, despite surging prices of spot commodity prices. In this episode, he explains how far commodity prices can go, what the challenges are to inducing further investment, and what policies could help bring things into balance. See omnystudio.com/listener for privacy information.