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A Crude Interest: Greg Sharenow on Structural Changes in the Commodity Complex
We didn't rename the podcast… we're just drilling into commodities this episode, and for good reason. Few asset classes sit at the center of so many disruptive forces right now. The global energy complex is contending with both the near-term shock of the Iran conflict and the long-term push for energy security. The AI infrastructure buildout is devouring power and raw materials, and reshoring and renewed defense spending are adding to demand pressures. Greg Sharenow, who leads PIMCO's commodity portfolio management group, joins Greg Hall to explain how these dynamics will test the balance…
The skinny
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