MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 13 June 2024

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices 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 ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3xgyDLJ ✅SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: https://bit.ly/3XlUITF ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y 🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is macro voices, the free weekly financial podcast targeting professional finance, high net worth
0:14.2	individuals, family offices, and other sophisticated investors. Macro Voices is
0:19.8	all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.6	bullish or bearish, no holds barred.
0:28.3	Now here are your hosts, Eric Townsend and Patrick Sorezna.
0:40.0	Macro Voices episode 432 was produced on June 13, 2024. I'm Eric Townsend.
0:42.0	Goldman Sachs, former Global Commodity Strategy Chief, Jeff Curry, surprised everyone when he left Goldman to join PE firm Carlisle,
0:52.0	where he's heading up a new group focused on energy transition and a
0:56.0	new approach to investing in energy transition, which corrects some of the mistakes of the
1:01.6	ESG movement.
1:03.0	Jeff joins me as this week's feature interview guest.
1:06.0	I'll ask him about the new fundees launching
1:08.0	right after we talk commodities from precious metals
1:11.0	to energy to softs, including cocoa and coffee and why they've seen
1:15.7	so much volatility recently.
1:18.0	Then be sure to stick around for our postgame segment when I'm going to hit Patrick up with some questions about portfolio
1:24.2	hedging and a new series of free webinars Patrick's working on after our usual
1:29.3	chart deck and post game market wrap.
1:31.6	And I'm Patrick's Ressena with the macro scoreboard week over week as of the close of Wednesday, June 12,
1:38.0	2024, the S&P 500 September futures were up 116 basis points trading at 5490.
1:46.9	The S&P 500 closed an all-time new high and will take a closer look at that chart and the key
1:52.0	technical levels to watch in the post-game segment.
	...

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