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MacroVoices #521 Jeff Currie: The Great Rotation

1 tim 2 min•26 februari 2026

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. https://bit.ly/40imDo9

 

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MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
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MacroVoices #526 Matt Barrie: Pay To PrAI
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MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
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MacroVoices #524 Simon White: War + Inflation = More Inflation
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MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
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MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
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MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft
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