Jeff Currie
Commodities and macro markets expert working in private markets with Carlisle, focused on energy and critical minerals, known for deep analysis of commodity cycles and macro repricing themes.
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Jan 28, 2026 • 1h 8min
The Great Repricing with Jeff Currie
Jeff Currie, commodities and macro markets expert now working in private markets at Carlisle, offers a sharp take on metals' surge versus weak hydrocarbons. He discusses whether apparent gluts are political illusions, the risk of a big macro repricing, tech firms becoming asset-heavy, and how policy and geopolitics have reshaped supply and markets.
