Jeff Currie and Nick Galarnik analyze EIA inventory, crude oil prices, and S&P 500 levels, predicting a potential energy crunch and market pullback. They discuss the significance of managing downside risks and provide insights on options hedging.
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb