On Trump's potential border adjustment tax: "You do end up with higher gasoline prices. So the question is who is ultimately going to pay for this tax? It's going to end up being U.S. consumers," he said.
On commodities: "Where we are in the [business] cycle is the primary reason why we're bullish on commodities," Currie said. "We like copper and iron ore. ... Our outlook on metals right now is really based upon capex expenditures and improvement in the industrial manufacturing cycle."
He also discusses:
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