MacroVoices #521 Jeff Currie: The Great Rotation
"We've weaponized the periodic table." - Jeff Currie (Discussing deglobalization and the curtailing of critical mineral supply chains) [00:06:18](https://www.youtube.com/watch?v=uhpECa_XaBA&t=0h6m18s)
"Anything that has a carbon hydrogen into it have really struggled... What do these organic chemistry commodities all have in common? Affordability. They drive inflation." - Jeff Currie (Explaining the performance divergence between hard metals and hydrocarbons) []()
References
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