# Jeff Currie

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The End of Globalization: Why Abundance Is an Illusion with Jeff Currie

For three decades, most of Wall Street has treated energy and commodities as a rounding error, or as a small slice of the portfolio rather than the physical foundation everything else runs on. But in mid-2026, with the Strait of Hormuz disrupted, tankers burning in the Red and Black Seas, and nearl…

The Grid Is the New Oil: Michael Lewis (DWS) on Electrification, Critical Minerals & Energy Security

Episode SummaryAlan is joined by Michael Lewis, Head of ESG Research at DWS and a three-decade veteran of Deutsche Bank's FX, commodities, and sustainability research desks. Drawing on three DWS research papers co-authored with Stefan Kutscher (Head of Stewardship), Michael and Alan trace the energ…

Trapped in Hormuz: Total War or a New World Disorder? with Jeff Currie

Ultimately, the US faces a stark binary choice: defeat Iran or retreat. Both carry profound implications for the post-war Bretton Woods order that has shaped modern economies and the commodity flows that sustain them. Indeed, it is precisely those commodity flows that both define this binary choice…

Jeff Currie (Carlyle) — $83 Crack Spreads & Why Canadian Oil Became Valuable

(Recorded August 13, 2026). This episode we are joined by Mr. Jeff Currie - Chief Strategy Officer at Altis Partners and Senior Advisor to Carlyle, a global investment firm with ~$485 billion under management.  Mr. Currie is also Executive Co-Chairman of Abaxx Markets, a co-founder and non-executiv…

THIS is BIG! 💥💥 COMMODITY BULL MARKET "Get Long & Buckle Up!" (Billionaire Shift) - Silver & Gold

Get ready as we break down why billionaire Thomas Kaplan says a 10x explosion in gold prices is now "inevitable," treating recent market pullbacks as a brief 1987-style blip. Meanwhile, Jeff Currie warns investors to get long and buckle up for the next leg of the commodity bull run, driven by extre…

**BIG Metals NEWS!** 🦍🦍 SILVER & GOLD Just had a MASSIVE Change... (Shock!) - Precious Metals News

As gold consolidates, major market shifts are underway—leaving investors to ask what comes next for silver. Ahead of the Jackson Hole conference, market experts like former Goldman Sachs head of commodity research Jeff Currie forecast a historic shift toward $10,000 gold and $300 silver, driven by …

Forget Tech: Why Hard Assets Will Win The Decade | Jeff Currie

This week on The Master Investor Podcast, Wilfred Frost sits down with one of the world’s foremost commodities experts, Jeff Currie. After nearly three decades building and leading commodities research at Goldman Sachs, Currie shares an unvarnished masterclass on why we are only in the "second or t…

Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26

Yields continue higher, and on the heels of a strong 30-year bond auction, Rick Santelli says it’s “war, not Warsh” moving rates. Real Macro’s Jeff Currie on the “toxic” double-trade pushing oil prices higher. Plus, President Trump’s $5,000 midterm ‘dividend.’ Hosted by Simplecast, an AdsWizz comp…

Surprise ETH Breakout?🔥 Rate Hike Odds Hit 82%

Ethereum led the market today, outperforming Bitcoin, Uniswap, Bitmine, gold and oil. It came as inflation data pushed September rate hike odds to 82% ahead of Tuesday's Fed meeting. We break down why ETH is catching a bid into a hiking cycle and what the charts say next.00:00 Intro00:10 Sponsor: i…

Canoe Perspectives: in conversation with Jeff Currie

In this special edition of Canoe Perspectives, Canoe’s energy Portfolio Manager, David Szybunka, sat down with renowned commodity strategist Jeff Currie at Canoe Financial's annual CEO Series in Banff, Alberta, which brings together leading CEOs, investment professionals and industry experts to dis…