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Macro Voices
MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
Jun 13, 2024
01:07:39
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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.
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Quick takeaways
- Diverse commodity volatility discussed, including precious metals impacted by Chinese Central Bank data.
- Effective portfolio hedging strategies highlighted in post-game segment for market uncertainties.
Deep dives
Jeff Curry joins PE firm Carlisle to focus on energy transition
Jeff Curry, the former global commodity strategy chief at Goldman Sachs, made a surprising move to join PE firm Carlisle where he leads a new group focusing on energy transition. This aligns with a new approach to investing in energy transition. The move corrects what is seen as mistakes from the ESG movement.
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