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MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
Macro Voices
Navigating Energy Pathways: The Importance of Policy and Investment
The speaker discusses the transition to green energy and emphasizes the role of policy and investment in driving this shift. They highlight Carlyle's strategic positioning to participate in the commodity super cycle due to its DC roots, connection to policy, and expertise in the energy sector. By focusing on both green and brown energy pathways, the speaker suggests that trial and error investment is crucial in navigating this transition effectively.
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