Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex
The Invested
English - November 28, 2023 21:30 - 29 minutes - 40.9 MB - ★★★★★ - 1 ratingInvesting Business Management Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Lesley Marks – Is the Inflation Story Over?
In this episode, join host Matthew Schnurr as he welcomes Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource team, to discuss the key factors driving long-term inflation expectations. Benoit explains the distinction between supply-led and demand-led inflation, highlighting the shift from temporary supply chain disruptions to sustained wage-driven inflation. Benoit also explores the implications of the energy transition on commodities, emphasizing the importance of environment and social standards in shaping consumer preferences.
This episode was recorded on November 21, 2023.