‘Speculative investor demand’ driving commodity prices, ft. Jeffrey Christian | TNM Podcast 235

This week’s episode features an in-depth interview with CPM Group managing partner Jeffrey Christian on his view of the commodities ‘supercycle’ narrative, as well as copper, palladium and macroeconomics in general. Jeffrey was previously the head of commodities research at J. Aron & Company, which was acquired by Goldman Sachs, and formed CPM Group through a management buy-out of the commodities research group of Goldman Sachs, to provide independent, market-leading research on the commodities markets to customers ranging from sovereign governments to investment funds.

All this and more with host Adrian Pocobelli.

Music Credits:
“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).
Licensed under Creative Commons: By Attribution 4.0 License
creativecommons.org/licenses/by/4.0/

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