Greg Sharenow On Structural Changes In The Commodity Complex

2026-07-09 12:30:00 ET

Transcript

Greg Hall: Hey everybody. Welcome to another episode of Accrued Interest, PIMCO's podcast dedicated to serving financial advisors and their clients. I'm your host, Greg Hall, as always. And I have with me today another Greg - Greg Sharenow, who you may remember from last year.

We had Greg on. Greg heads our commodity and real asset investment area here at PIMCO. And we had him on to discuss, amongst other things, gold in that run-up last year. And today we're going to talk about the energy complex and some of the long-term structural forces influencing energy around the globe, but we might find our way into a few other areas of commodities....

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