PIMCO：Accrued Interest·· 2026-07-07AI Score31
Greg Sharenow on Structural Changes in Commodities
A Crude Interest: Greg Sharenow on Structural Changes in the Commodity Complex
AI summary
Greg Sharenow, Head of Commodity Portfolio Management at PIMCO, joins the podcast to discuss structural shifts in commodities. He analyzes how factors such as the Iran conflict, AI infrastructure buildout, and manufacturing reshoring are affecting energy supply-demand balances, and explores the role of commodities in portfolio construction. This podcast is for informational purposes only and does not constitute investment advice.
Source:PIMCO：Accrued Interest · traffic.megaphone.fm