Macro Voices MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
39 snips
Jun 13, 2024 Carlyle's Chief Strategy Officer, Jeff Currie, discusses commodities from metals to energy, volatility in cocoa and coffee, gold market fluctuations, bullish thesis for gold and copper, potential surge in crude oil prices, commodity super cycle analysis, options hedging, historical interest rate cutting cycles, and long-term opportunities in the uranium market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Exploring Recent Gold Market Fluctuations and Outlook for Gold and Copper
02:53 • 17min
Analysing the Commodity Super Cycle and Energy Markets
19:26 • 26min
Analysis of Crude Oil, Market Levels and Options Hedging
45:24 • 5min
Exploring Investing Concepts, Historical Patterns, and Portfolio Insurance Strategies
50:11 • 3min
Analysis of Dollar and Gold Futures Fluctuations
53:33 • 10min
Analyzing Aggressive Selling and Long-Term Opportunities in Uranium Market
01:03:24 • 4min