Shows
SmarterMarkets™Summer Playlist 2025 Episode 3 | Jeff Currie, Chief Strategy Officer of Energy Pathways, CarlyleOn our third installment of Summer Playlist 2025, we welcome Jeff Currie back into the SmarterMarkets™ studio. Jeff is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Jeff to discuss the implications of the breakdown of the world order that has defined the post-World War II era – implications Jeff lays out in his new paper, The New Martial Plan, the sequel to The New Joule Order. Together, they discuss how the quest for security is becoming the paramount force reshaping geopolitics, energy, and investment.
2025-07-1240 min
Insights & IndicatorsThe New Martial Plan featuring Jeff CurrieJoining Jason in this episode is Jeff Currie, Chief Strategy Officer of Energy Pathways at Carlyle, for an exploration of the emerging role of private capital in rebuilding Europe’s defense and infrastructure backbone. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.2025-07-1027 min
Macro VoicesMacroVoices #485 Jeff Currie: The Joule OrderMacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu
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The Leake in ReviewThe Leake in Review - Ewan CurrieIn this episode of Leake in Review, Ewan Currie, frontman of The Sheepdogs drops by to discuss his latest solo album, Strange Vacation. Currie shares insights into the creative process behind the album, which embraces exploration and sonic experimentation. He also discusses working with long time friend Thom D'Arcy.Tune in for an engaging conversation about music, creativity, and the journey of making an album that feels both intimate and expansive.Sheepdogs Tour DatesJuly 4-6 – Mariposa Folk Festival, Orillia, ONJuly 11 – Oxford Stomp, Prince's Island Park, Calgary, ABJuly...2025-05-2825 min
Bloomberg TalksJeff Currie Talks Aluminum and Copper PricesCarlyle Chief Strategy Officer of Energy Pathways Jeff Currie speaks with Bloomberg's Alix Steel at CERAWeek in Houston. They discuss aluminum supply, and renewable energy supply. See omnystudio.com/listener for privacy information.2025-03-1107 min
R2Kast - People in Food and Farming/All InR2Kast 308 - Craig Davidson & Jeff Miller on Ag Education in the UK & US Today we welcome Craig Davison and Jeff Miller onto the R2Kast! 🎙️ This episode dives into agricultural education, a topic that’s booming in the UK but has been well-established in the US for years. 🌾📚 With Craig’s experience in Scotland and Jeff’s academic leadership in Arkansas, we explore the contrasts and opportunities in ag education between the two nations.Craig shares his journey from Scotland to the US, where he immersed himself in high school agriculture programs, FFA, and hands-on learning that shaped his career. 🐄🌱 His insights into education pathways and how early exposure to agriculture can crea...2025-03-101h 05
Squawk PodOpenAI’s Future & the Price of Tariffs 2/13/25Elon Musk will withdraw his $97.4 billion bid for OpenAI’s nonprofit arm if the ChatGPT maker stops its conversion into a for-profit entity, according to a court filing. Geoff Lewis, Bedrock founder and an investor in OpenAI, discusses AI competition, Elon Musk, and more. President Trump announced new 25% tariffs on all steel and aluminum imports into the U.S., on top of existing metals duties, in another major escalation of his trade policy overhaul. Jeff Currie, Carlyle chief strategy officer of energy pathways, discusses the impact of President Trump’s tariffs on commodities, producer inflation, and the state of U.S...2025-02-1322 min
Sloan A-ZMurderecords Advent Day 8: Will Currie and the Country French (Featuring Jay Ferguson)On the eighth day of the Murderecords advent calendar (24 days of Murdermas?), my true love gave to me an episode on Will Currie and the Country French! Plus, their A&R man at Murderecords, Jay Ferguson, drops by to chat all things Will Currie! Hosted on Acast. See acast.com/privacy for more information.2024-12-1030 minSmarterMarkets™Inside the Coffeehouse Episode 4 | Arjun Murti, Partner at Veriten & Publisher of "Super-Spiked" on Substack and Jeff Currie, Chief Strategy Officer of Energy Pathways, CarlyleThis holiday weekend on our Inside the Coffeehouse series, we welcome Arjun Murti and Jeff Currie back into the SmarterMarkets™ studio.
Arjun is Partner at Veriten and Publisher of "Super-Spiked" on Substack. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle.
David Greely sits down with Jeff and Arjun, reuniting these two former Goldman partners and colleagues to share their perspectives on the market, economic, and political forces shaping the future of our energy markets.
2024-11-301h 04
FRUMESSCheetah Chrome responds on Cleopatra Stiv Bators A.I. | FrumessCleopatra Records is releasing a new record under the name of Dead Boys featuring what they are calling an all-star lineup of Cheetah Chrome on guitar and vocals, Clem Burke (Blondie) on drums, and Glen Matlock (Sex Pistols) on bass, along with guest performances from James Williamson (The Stooges) and Michael Monroe (Hanoi Rocks).
Cheetah has responded to Dead Boys singer Jake Hout on Instagram.
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Cleopatra Records Announces All-Star Dead Boys Album Featuring Rock Legends and Groundbreaking Collaboration
Cleopatra Records is thrilled to announce an extraordinary new project celebrating the legacy of the Dead Boys with an all-star lineup and a groundbreaking approach to their unmistakable sound.
The original Dead Boys cut just two albums throughout their short, fiery lifetime, the aptly titled Young, Loud and Snotty and the equally uncompromising We Have Come For Your Children. Now founding guitarist Cheetah Chrome leads an all-star line up of past friends and fans into their third - still untitled, but you can expect something no less provocative than its predecessors.
Set for release in 2025, this startling new album features Cheetah on guitar and vocals, Clem Burke (Blondie) on drums, and Glen Matlock (Sex Pistols) on ba2024-11-2729 minFRUMESSCleopatra Records and Cheetah Chrome are using A.I. Stiv Bators for a new Dead Boys Record? | FrumessCleopatra Records is releasing a new record under the name of Dead Boys featuring what they are calling an all-star lineup of Cheetah Chrome on guitar and vocals, Clem Burke (Blondie) on drums, and Glen Matlock (Sex Pistols) on bass, along with guest performances from James Williamson (The Stooges) and Michael Monroe (Hanoi Rocks).
Allegedly, according to Cheetah’s Dead Boys singer Jake Hout, the opening line of the contract reads…”Artist has agreed that such Performances shall be Vocal performances (the “Performances”) utilizing artificial intelligence (AI) technologies for purposes of creating works based on the original voice of Stiv Bator...2024-11-2736 minMacro VoicesMacroVoices #456 Jeff Currie: Repricing of Macro MarketsMacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO
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The Wall Street Skinny104. The Skinny on...Oil Prices & HurricanesSend us a textOur thoughts are with everyone who has recently been impacted by or is in the path of the devastating hurricanes this fall. In today's episode, we touch on the perplexing price action in the oil markets. The price of oil remains curiously low relative to what seem to be fundamental upward pressures, and we discuss a recent Bloomberg interview with Jeff Currie, Chief Strategy Officer of Energy Pathways at The Carlyle Group where he suggests that the upside risk to oil "has never been higher".You can watch the full interview he...2024-10-0921 min
Car Guy ConfessionsE94 Jeff and Will Hanzel Hit the Road, Cross Country in a Hot Rod RoadsterWith Jeff Smith, Steve Strope, and Cam Benty
Presented by ARP
Special guest Will Hanzel and Jeff Smith recall their wild roadster road trip from California to Iowa and Detroit…in a 1931 Ford Roadster hot rod, the Budget Beater.
Of course the hot rod got dialed in with Currie and TCI suspension, but that didn’t help climbing mountain grades in the middle of summer or navigating gas stations on the open road.
To see more of their roadster road trip journey, checkout Jeff’s Hot Rod article. www.motortrend.com/featur...2024-10-0729 min
Auto RevolutionE94 Jeff and Will Hanzel Hit the Road, Cross Country in a Hot Rod RoadsterWith Jeff Smith, Steve Strope, and Cam Benty Presented by ARP Special guest Will Hanzel and Jeff Smith recall their wild roadster road trip from California to Iowa and Detroit…in a 1931 Ford Roadster hot rod, the Budget Beater. Of course the hot rod got dialed in with Currie and TCI suspension, but that didn’t help climbing mountain grades in the middle of summer or navigating gas stations on the open road. To see more of their roadster road trip […]2024-10-0729 minAuto RevolutionE94 Jeff and Will Hanzel Hit the Road, Cross Country in a Hot Rod RoadsterWith Jeff Smith, Steve Strope, and Cam Benty Presented by ARP Special guest Will Hanzel and Jeff Smith recall their wild roadster road trip from California to Iowa and Detroit…in a 1931 Ford Roadster hot rod, the Budget Beater. Of course the hot rod got dialed in with Currie and TCI suspension, but that didn’t help climbing mountain grades in the middle of summer or navigating gas stations on the open road. To see more of their roadster road trip […]2024-10-0729 min
Harpin' On Rugby368 : Edinburgh v Leinster previewPreview also available on our YouTube channel
Our guest : NEIL “KEEGO” KEEGAN
https://twitter.com/keegolaughs_irl
www.keegolaughs.com
Apologies Up Front on Apple Podcasts
LEINSTER : 15. Jamie Osborne 14. Tommy O’Brien 13. Garry Ringrose 12. Charlie Tector 11. Jordan Larmour 10. Sam Prendergast 9. Jamison Gibson-Park
1. Michael Milne 2. Gus McCarthy 3. Thomas Clarkson 4. Conor O’Tighearnaigh 5. James Ryan 6. Max Deegan 7. Scott Penny 8. Jack Conan (c)
16. John McKee 17. Cian Healy 18. Rabah Slimani 19. Brian Deeny 20. James Culhane 21. Luke McGrath 22. Ross Byrne 23. Rob Russell
ED...2024-09-1914 min
The HC Commodities PodcastThe Super Charged Capex Cycle with Jeff CurrieIs the commodity super cycle, long heralded, a mirage? Or, super charged by a capex cycle, are we just at the start? What is the state of the commodity investment cycle? Why and how has geopolitics and dollar weaponization changed the landscape? If there is a global run up in prices will energy keep pace with metals? What does all this mean for the trading sector and investors? Returning to the HC Commodities Podcast to give his analysis of the commodities markets over the last year, and what the outlook is, is Jeff Currie, now Chief Strategy Officer of En...2024-07-1747 min
Closing BellClosing Bell Overtime: Breeze Airways Founder David Neeleman On Record Summer Travel; Carlyle’s Jeff Currie On Energy 7/10/24S&P 500 closes above 5600 for the first time ever as that index and the Nasdaq set fresh record closes and Apple notched its 7th straight record close. BD8 Capital’s Barbara Doran and Bespoke’s Paul Hickey break down the market action. Carlyle Group’s Jeff Currie on the setup for the energy trade heading into the second half. Breeze Airways founder and CEO David Neeleman on TSA record numbers, the busy summer travel season and new routes and destinations of his new airline.
2024-07-1042 min
Slate DebatesJeff Bezos Could Save The Post (Again)On today’s episode of Hear Me Out: Bezos vs. the British invasion.The Washington Post, like most legacy media outlets, can’t seem to catch a break. Right now, the newsroom is reeling under leadership changeups — and an editor who’s part of what appears to be a British invasion into American media leadership. It’s hard to imagine Jeff Bezos, a soon-to-be trillionaire, as anyone’s folk hero. When he bought the Post in 2013, many assumed his involvement would put the paper’s editorial integrity at risk. But could his a...2024-07-0940 min
Slate CultureJeff Bezos Could Save The Post (Again)On today’s episode of Hear Me Out: Bezos vs. the British invasion.The Washington Post, like most legacy media outlets, can’t seem to catch a break. Right now, the newsroom is reeling under leadership changeups — and an editor who’s part of what appears to be a British invasion into American media leadership. It’s hard to imagine Jeff Bezos, a soon-to-be trillionaire, as anyone’s folk hero. When he bought the Post in 2013, many assumed his involvement would put the paper’s editorial integrity at risk. But could his a...2024-07-0940 min
Slate BusinessJeff Bezos Could Save The Post (Again)On today’s episode of Hear Me Out: Bezos vs. the British invasion.The Washington Post, like most legacy media outlets, can’t seem to catch a break. Right now, the newsroom is reeling under leadership changeups — and an editor who’s part of what appears to be a British invasion into American media leadership. It’s hard to imagine Jeff Bezos, a soon-to-be trillionaire, as anyone’s folk hero. When he bought the Post in 2013, many assumed his involvement would put the paper’s editorial integrity at risk. But could his a...2024-07-0940 min
Slate NewsJeff Bezos Could Save The Post (Again)On today’s episode of Hear Me Out: Bezos vs. the British invasion.The Washington Post, like most legacy media outlets, can’t seem to catch a break. Right now, the newsroom is reeling under leadership changeups — and an editor who’s part of what appears to be a British invasion into American media leadership. It’s hard to imagine Jeff Bezos, a soon-to-be trillionaire, as anyone’s folk hero. When he bought the Post in 2013, many assumed his involvement would put the paper’s editorial integrity at risk. But could his a...2024-07-0940 min
Slate ConversationsJeff Bezos Could Save The Post (Again)On today’s episode of Hear Me Out: Bezos vs. the British invasion.The Washington Post, like most legacy media outlets, can’t seem to catch a break. Right now, the newsroom is reeling under leadership changeups — and an editor who’s part of what appears to be a British invasion into American media leadership. It’s hard to imagine Jeff Bezos, a soon-to-be trillionaire, as anyone’s folk hero. When he bought the Post in 2013, many assumed his involvement would put the paper’s editorial integrity at risk. But could his a...2024-07-0940 min
Hear Me OutJeff Bezos Could Save The Post (Again)On today’s episode of Hear Me Out: Bezos vs. the British invasion.The Washington Post, like most legacy media outlets, can’t seem to catch a break. Right now, the newsroom is reeling under leadership changeups — and an editor who’s part of what appears to be a British invasion into American media leadership. It’s hard to imagine Jeff Bezos, a soon-to-be trillionaire, as anyone’s folk hero. When he bought the Post in 2013, many assumed his involvement would put the paper’s editorial integrity at risk. But could his a...2024-07-0940 minMacro VoicesMacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & MoreMacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb
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Curries CornerCurrie's Corner: Gardening Memories, Community Spirit, and Expert Lawn Care TipsIn this episode of "Currie's Corner," hosted by Pat Currie, the focus is on community connections and expert lawn care advice. Pat starts by discussing the benefits of rain for gardens with his co-host, Bob, reminiscing about childhood gardening experiences. The conversation shifts to local happenings, including birthday wishes to community members and a heartwarming tribute to a neighbor, Brunel Beamer, who recently passed away.The episode features a guest appearance by Jeff Garrett from Michigan Landscape and Excavate, who provides detailed advice on lawn care, including the best practices for hydroseeding, the importance of mulching leaves...2024-05-2253 min
Odd LotsJeff Currie on Why Copper Is His Highest-Conviction Trade EverCopper has long been touted as a big winner from the world's drive towards electrification. All those electric vehicles and new grids need lots of the metal to work. At the same time, since it takes years for new copper mining capacity to actually come on stream, many people expect a long-term shortage of the metal to materialize. But despite all that excitement, copper prices actually fell over the past few years. Now, copper bulls are getting another chance as the metal surges towards a new record. So why didn't the thesis play out before? And what does the...2024-05-1741 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Jeff Currie & Julian EmanuelTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jeff Currie & Julian Emanuel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.2024-05-1406 min
Bloomberg SurveillanceBloomberg Surveillance TV: May 14, 2024-Brian Levitt, Invesco Global Market Strategist-Gary Cohn, IBM Vice Chair, former NEC Director, former Goldman Sachs Group President-Jeff Currie, Carlyle Chief Strategy Officer: Energy PathwaysBrian Levitt of Invesco says markets can continue to perform strongly while the Fed holds off on cutting interest rates. IBM's Gary Cohn says companies are increasingly focusing on operating efficiently because 'there are a lot of price constraints in the system.' Jeff Currie of The Carlyle Group shares why copper has become 'the highest conviction trade' he's ever seen. See omnystudio.com/listener for p...2024-05-1428 minInsights & IndicatorsEnergy Pathways featuring Jeff CurrieInvestors are familiar with decarbonization, but what exactly are energy pathways? Jeff Currie, Chief Strategy Officer of Energy Pathways, joins Jason for a discussion about commodity markets, the importance of policy in the energy transition, and what the changing landscape means for energy companies. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers2024-04-2617 min
Good Neighbour Podcast with Jeff and SeanKacy Currie of Top Dog K9 ServicesSend us a textTopDog K9 Services is an all breed dog daycare and training facility. At TopDog we offering dog daycare every Monday from Friday 7am to 6pm. We also offer overnight care to existing daycare clients and have a taxi service for those that can't pick up or drop off during our daycare hours. We have day training, group training classes, private lessons and board and train services. TopDog is a local family owned business with two locations - 1 in Barrie's south end and one in Orillia. We have a large indoor facility with 4 separate...2024-03-1927 minSmarterMarkets™Setting Course Episode 1 | Jeff Currie, Partner Alumnus, Goldman SachsWe kick off the new year with our new series, Setting Course, in which our guests will help orient us on what they see coming – and where we’ll be going in the new year.
For the first installment of Setting Course, we welcome back into the SmarterMarkets™ studio Jeff Currie, Partner Alumnus, Goldman Sachs. Host David Greely sits down with Jeff to discuss his views on the big picture in commodities markets – and where he sees the opportunities and the challenges in the year ahead.
2024-01-0646 min
Origin of the Series1985 Game 2 (with Tony Currie)Well well well. How excited do you think Jeff and Steve were to have Tony Currie join them for this episode? Tony was kind enough to share stories from before, during and after SOO and gave his match thoughts from the inside of the fence on this classic 1985 Game 2 encounter.2024-01-021h 38
Shift TalkersFlexologist's Talking ShiftNew Season squad!! Welcome our new co-host Jeff Hodson to the show- a Yoga Instructor/Creator of H&S, Flexologist, an incredible human all around, and someone who is going to offer valuable information when it comes to our overall wellness and health. We are super excited he's going to be joining us!! This episode, we dive into Jeff's background, what we do at Stretchlab, common questions and experiences on the bench, useful tools and tips when it comes to investing in ourselves, and we top it off with some fun questions while Jeff takes the hot sea...2023-11-1058 min
Harpin' On Rugby289 : #LEIvEDI previewPreview also available on our YouTube channel
Leinster : 15. Ciarán Frawley 14. Tommy O’Brien 13. Jamie Osborne 12. Charlie Ngatai 11. Jordan Larmour 10. Harry Byrne 9. Cormac Foley
1. Jack Boyle 2. Lee Barron 3. Michael Ala’alatoa 4. Ross Molony 5. Jason Jenkins 6. Max Deegan 7. Scott Penny > CAPTAIN 8. James Culhane
16. Dylan Donnellan 17. Paddy McCarthy 18. Rory McGuire 19. Brian Deeny 20. Rhys Ruddock 21. Ben Murphy 22. Sam Prendergast 23. Rob Russell
Edinburgh : 15. Blair Kinghorn 14. Wes Goosen 13. Mark Bennett 12. Matt Currie 11. Duhan van der Merwe 10. Ben Healy 9. Charlie Shiel
1. Pierre Schoeman 2. Dave Cherry 3. WP Nel 4. Glen Young 5. Grant...2023-11-0317 min
The ExchangeShutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23With just days until a government shutdown, Raymond James’ Ed Mills takes a look at the potential impact on both stocks and bonds. Nevermind the office space, here’s the hospitality industry. Why hotels could be the next commercial real estate headache. Plus, Goldman’s Jeff Currie makes the bullish case for copper and oil in his last on-air interview while at the firm.
2023-09-2544 min
Bloomberg IntelligenceMarkets, Yellow, ETFs, and Jeff CurrieLee Klaskow, Senior Analyst of Freight Transportation and Logistics, on Yellow’s bankruptcy. Sri Natarajan, Wall Street reporter with Bloomberg News, joins us to discuss Jeff Currie leaving Goldman Sachs and other Wall Street stories. David Katz, President and CIO at Matrix Asset Advisors, joins the program to talk markets and give his stock picks for 2023. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss stocks he thinks will perform well in the second half of 2023. Natalie Wong, Real Estate Reporter with Bloomberg News, joins to discuss her story on property loans becoming so unappealing that ba...2023-08-0743 min
The Peasant Revolution Band Variety Hour with host Jeff DodgeThe Peasant Revolution Band Variety Hour with Jeff Dodge IVEpisode 4 : August Special Sci Fi Practice Set Edition! Streamed Live on August 23rd, 2016. The Peasant Revolution Band Variety Hour with Host Jeff Dodge will bring some of the world’s greatest musical talent, local writers & artists, producers & programmers and just plain old regular folk to our planet Earth’s attention. Also with topical sketches, stand-up comedy and live music. Featuring "Late Night Picture Show" written by Richard O'Brien and Richard Hartley © 1975 "Rocket Man" written by Elton John and Bernie Taupin © 1972 "Life On Mars?" written by David Bowie © 1973 "Black Hole Sun" written by Chris Cornell © 1994 "Low" written by David Lowery, Johnny Hickman...2023-06-071h 02
Petroleum Economist PodcastEnergy Oracles: Goldman's Currie on oil, banking crises and supercyclesCan commodity supercycles and recessions co-exist? Will the banking crisis have a bigger impact on demand or supply for oil? And what next for China, Russia, the US and OPEC? Goldman Sachs’ head of commodity research Jeff Currie discusses these questions and more in an exclusive interview with Petroleum Economist’s editor-in-chief Paul Hickin. 2023-03-2933 min
Recovery Revolution LiveRecovery Revolution Live with Jeff JohnstonOn October 4, 2016, the trajectory of Jeff’s life changed with one phone call. Prior to that day, Jeff was living the American Dream. He had a great family, was a successful entrepreneur running a financial services firm in Iowa, and was seemingly coasting through life. The morning of October 4, 2016 Jeff received the phone call that is every parent’s worst nightmare. His oldest son, Seth, had died from fentanyl poisoning. He was 23 years old.
Jeff soon realized that he had two options. He could go down a road of anger and despair and become bitter, or he coul...2023-03-241h 49
The Active ShareRevenge of the Old EconomyLow interest rates and a focus on being green led to significant underinvestment in the old economy. Netflix rose and Exxon fell. But we’re now beginning a rotation away from the new economy back to the old, says Jeff Currie, global head of commodities research at Goldman Sachs. In this episode of The Active Share, Jeff tells Hugo how he sees the future of energy, from green tech to oil, from the east to the west—who will win, who will lose, and how investors can prepare.2023-01-2344 min
TopTradersUnplugged.comGM32: Commodity Super Cycle in Full Force ft. Jeff CurrieIn this episode, Cem and Niels are joined by Jeff Currie, Head of Commodities Research at Goldman Sachs, for a conversation on the shifts in global natural resources that we are witnessing right now. We discuss how the focus on de-carbonization has impacted the economy and why the low income group is actually the key driver of inflation, why Currie believes markets are set up for a recession in 2023 and how the war in Ukraine causes disruptions in energy infrastructure. We also discuss why OPEC has risen to power again and what drives the oil prices, why we might run...2023-01-181h 03
Top Traders UnpluggedGM32: Commodity Super Cycle in Full Force ft. Jeff CurrieIn this episode, Cem and Niels are joined by Jeff Currie, Head of Commodities Research at Goldman Sachs, for a conversation on the shifts in global natural resources that we are witnessing right now. We discuss how the focus on de-carbonization has impacted the economy and why the low income group is actually the key driver of inflation, why Currie believes markets are set up for a recession in 2023 and how the war in Ukraine causes disruptions in energy infrastructure. We also discuss why OPEC has risen to power again and what drives the oil prices, why we might...2023-01-181h 03The HC Commodities PodcastThe Super-Cycle Meets Interest Rates with Jeff CurrieWhat is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all conditions have tightened exacerbated by conflict, energy subsidies and a worsening emissions outlook. So why have commodities fallen off the Spring highs? Is this a pause before prices inexorably march upwards? Jeff Currie, Chief Economist for Commodities at Goldman Sachs returns to talk about the last 6 months and what the future might hold. To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc...2022-11-0244 min
TRIVIALITY - A Trivia Game Show PodcastÈve: Dawn of CurrieOakland 5 Patron Brydon Coverdale returns to host another excellent episode! Ken and Neal team up to take on Matt and Jeff. It’s a classic Sharks V Jets episode where the guys learn to sail and it’s time to bake. Which team will be the Cream?Supporters:https://www.trivialitypodcast.com/the-cream-of-the-crop/Please RATE, REVIEW, and SUBSCRIBE on iTunes or your preferred podcast app! Follow us on social media, and support the show on Patreon for great perks! Support us Directly:www.Patreon.com/TrivialityPodcastAll Socia...2022-10-111h 08
The Meb Faber Show - Better InvestingJeff Currie, Goldman Sachs - Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445Today’s guest is Jeff Currie, Goldman Sachs’ global head of Commodities Research.In today’s episode, Jeff shares why he called for a commodity supercycle almost two years ago and where we are within that cycle today. He touches on the underinvestment in supply, why ESG makes this cycle different from past cycles, and why the risk of a policy error could exacerbate the problems we have in the commodity markets today. Be sure to stick around to hear Jeff’s price target for oil and a surprising call on the European energy markets....2022-09-2746 min
The Grant Williams PodcastThe End Game Ep. 35 - Jeff Currie PREVIEWEpisode 35 of The End Game sees Bill and Grant welcome Goldman Sachs Global Investment Research Global Head of Commodities Research, Jeff Currie for a discussion around the current dynamics in the commodities sector and their potential place in The End Game.
Jeff’s thoughts on the importance of the only two asset classes in the green this year — ‘hydrocarbons and carbohydrates’ — are extremely eye-opening and the masterful job he does in explaining the need for positive, pro-energy policy change in an era of overwhelming focus on climate change is both balanced and thought-provoking.
The importance of putting...2022-07-1312 minSmarterMarkets™Summer Playlist Episode 1 | Jeff Currie, Global Head of Commodities Research, Goldman SachsSummer travel is here this holiday weekend! Join us as Jeff Currie, Goldman Sachs’ Global Head of Commodities Research, and host David Greely go around the world in just under an hour.
Originally meeting at the University of Chicago in 1992, they worked together in the 2000s through the “revenge of the old economy” commodities bull market. Today, we’re bringing them back together to discuss what’s different this time and what remains the same.
In the first track of our SmarterMarkets™️ Summer Playlist, Jeff and David turn up the heat with a freestyle conversation touching on eve...2022-07-0251 minSquawk PodOnce More, With Energy: Gas Prices, G7 and Ken Langone 6/27/22We’re kicking off the week with a super-sized Squawk Pod! Three big interviews that all start with the key question Wall Street is asking: how bad is the impact of 2022’s high energy prices? Becky Quick and Brian Sullivan weigh the influence higher gas prices have on the stock market, and G7 leaders convene in Germany to discuss additional Ukraine support and new sanctions that include a proposal to cap the price of Russian oil exports. Goldman Sachs’ Jeff Currie says a brief pullback in global energy prices signals a buying opportunity for investors. Noted tech investor John Doerr has...2022-06-2739 min
Off The Charts Energy PodcastWhat’s Really Causing High Oil Prices (And How Long Will They Last)?After half a decade of low oil prices, things have changed pretty dramatically in recent months. Global benchmark oil prices are touching $120 a barrel this week, and gasoline prices in parts of the U.S. are topping out close to $7 a gallon. High prices have become a massive headache for policymakers already worried about rising inflation as the economy tries to restart following two years of pandemic shutdowns.
While it is easy to point to Russia’s war in Ukraine and the US and European embargo of Russian oil as the primary cause of high prices, the reality is that th...2022-06-1555 min
Hidden ForcesRevenge of the Old Economy & How to Invest in the Commodity Supercycle | Jeff CurrieIn Episode 247 of Hidden Forces, Demetri Kofinas speaks with Jeff Currie, global head of Commodities Research at Goldman Sachs and an expert on commodity markets, commodity dynamics related to corporate risk management & geopolitics, and how to invest strategically in what Jeff Currie believes is a “commodity supercycle.” Currie is a fountain of knowledge and uniquely good at breaking down the market dynamics and material importance of an industry that incorporates every single aspect of the global economy from capital markets, to supply chains, to international politics. Understanding these dynamics is crucial for businesses and governments who need to n...2022-05-091h 00
Commodities FocusGoldman’s Currie sees supply constraints extending oil price boomHigh and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie, head of commodity research at Goldman Sachs talks to associate director Paul Hickin about the infancy of what he has been calling a new commodity supercycle and the supply challenges ahead.2022-05-0416 minThe HC Commodities PodcastRedlining Commodities with Jeff CurrieJeff Currie, Global Head of Commodities Research at Goldman Sachs, returns to update us on the commodities super-cycle. Redistributive policies, energy transition and deglobalization are driving commodity prices higher and higher. However, investment is not flowing into the sector – kept away by the risk and the optics. This sets the stage for a volatility trap that could lead to huge market disruption. What has led us to the state and what could the future hold? How will investment return to the sector and will the government intervention already seen in German power markets be just the start. To...2022-04-2745 minOdd LotsJeff Currie on the 'Volatility Trap' Keeping Commodity Prices So HighGoldman's top commodity strategist Jeff Currie was one of the earliest to call that we're in a new commodities supercycle, starting early last year. Well, it's not even close to over. Currie estimates that we're just in the second inning of it. The issue is what Currie characterizes as a "volatility trap" that's keeping investment on the sidelines, despite surging prices of spot commodity prices. In this episode, he explains how far commodity prices can go, what the challenges are to inducing further investment, and what policies could help bring things into balance.See omnystudio.com/listener...2022-04-1458 min
Worldwide ExchangeGoldman's Currie Says Oil and Gas Prices Could Be Heading Even Higher; Rising Risks: The Housing and Water Shortage Facing the American Southwest; Today's RBI: A History Lesson on the Yield Curve Inverting. 4/5/22Goldman Sachs Global Head of Commodities Research Jeff Currie discusses where energy prices may be headed, and says some of the blame can be placed on lack of investment in the sector. Plus, Diana Olick details how drought conditions are impacting every corner of the economy in the West and Southwestern parts of the U.S. And, Brian Sullivan gives some perspective on how well the market performs after the yield curve inverts.2022-04-0545 min
The Record PlayerDel Amitri - Change Everything (1992)Send us a textDel Amitri's Justin Currie is our guest to discuss all things Dels-related, including Change Everything, the band's third album, which turns 30 this year. On March 26th, Del Amitri will launch their first U.S. tour in 25 years. We discuss the upcoming trek with Justin and he shares the details behind Fatal Mistakes, the band's newest album, which helped to make this tour a reality.While Change Everything is one element of our conversation with the Dels frontman, we dig deep into other stories regarding the band's catalog of work...2022-03-141h 29The ExchangeNavigating volatility, supply shock ahead?, and the rate hike debateStocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore.
Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He’ll join us to explain why.
And, could the Ukraine crisis derail the Fed’s tightening plan? We’ll speak to John Taylor who says “no” it should not.2022-02-2543 minWorldwide ExchangeRussia-Ukraine tensions escalateWe take a look at the possible global impacts of a Russian invasion of Ukraine, with Former Assistant Secretary of State for Energy Resources Frank Fannon, Goldman Sachs’ Jeff Currie, Ambassador John Negroponte, and JP Morgan’s Joyce Chang.2022-02-1445 min