
Jeff Currie
Chief Strategist for Energy Pathways Investment at Carlyle and formerly Goldman Sachs chief commodities strategist. Focuses on the new energy system and the need for a new bombs-related hierarchy.
Top 5 podcasts with Jeff Currie
Ranked by the Snipd community

89 snips
Nov 27, 2024 • 1h 8min
MacroVoices #456 Jeff Currie: Repricing of Macro Markets
In this discussion, Jeff Currie, Chief Strategist for Energy Pathways at Carlyle, sheds light on macroeconomic trends impacting financial markets. He analyzes unusual pricing patterns in treasuries and commodities, emphasizing the crucial role of natural gas amid evolving energy policies. The conversation also covers the declining trends in crude oil and examines uranium's stability alongside copper's potential resurgence. Currie dives into the effects of geopolitical tensions on currency markets, offering insights that are both timely and essential for investors.

49 snips
Jun 18, 2025 • 1h 10min
MacroVoices #485 Jeff Currie: The Joule Order
In this discussion, guest Jeff Currie, Chief Strategist for Energy Pathways Investment at Carlyle, dives into the concept of a 'New Joule Order' and its implications for energy markets. He explores unlimited potential for gold prices in the current economic climate, the shifting fortunes of Europe's investments driven by a declining dollar, and the changing dynamics of the petrodollar system. Currie also emphasizes the growing role of asset-backed digital currencies in global finance and the resurgence of interest in uranium as a promising investment.

27 snips
May 17, 2024 • 42min
Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever
In this insightful discussion, Jeff Currie, the Chief Strategy Officer of Energy Pathways at the Carlyle Group and a seasoned commodities analyst, shares why copper is his top investment pick. He delves into the rising demand for copper due to the electrification trend, juxtaposed with long-term supply challenges. Currie highlights the critical role of technological advancements and green initiatives in driving this demand. He also discusses shifts in the oil market and the geopolitical implications of changing energy dynamics.

4 snips
Apr 26, 2024 • 18min
Energy Pathways featuring Jeff Currie
Jeff Currie, Chief Strategy Officer at Carlyle and a leading commodity analyst, dives into the intricacies of energy pathways. He explains how the shift to renewable energy is not just about adding sources, but transforming the entire infrastructure. The conversation emphasizes the role of policy in steering decarbonization and how the financial landscape impacts energy resources. Currie also highlights the significance of copper due to increased electricity demand driven by AI advancements, challenging conventional divestment strategies.

Feb 13, 2025 • 23min
OpenAI’s Future & the Price of Tariffs 2/13/25
Jeff Currie, chief strategy officer at Carlyle, discusses the ripple effects of President Trump's new 25% tariffs on steel and aluminum imports. He shares insights on how these tariffs impact commodities, producer inflation, and U.S. oil production. The conversation also touches on the competitive landscape of AI with Elon Musk's financial maneuvers regarding OpenAI adding intrigue. Plus, the implications of energy demands from different industries are explored, showcasing how tariffs shake up American market dynamics.