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Hoarding and a global capex boom would support commodities prices, but it could be bubbly warns Jeffrey Currie.
Platinum (XPTUSD:CUR) is “the one you want to own today” among precious metals, according to Jeffrey Currie, chief strategy officer of Energy Pathways at Carlyle Group. In an interview with CNBC, ...
Commodities will be some of the big winners of the data center boom, according to Jeff Currie. The former Goldman Sachs analyst laid out his bull case for four commodities in particular. The assets ...
The dramatic developments in Venezuela last week have already boosted the oil price which is up 4% so far in January. However, record short positions in oil markets in combination with heightened ...
Gold and crypto have been deemed as hedges against rising prices, with crypto bulls in some cases championing bitcoin as a modern-day replacement for bullion. Goldman Sachs' Jeff Currie said investors ...
Monday - Friday, 08:00 - 11:00 CET | 14:00 - 17:00 HK/SG Carlyle's Jeff Currie discusses structural underinvestment in commodities, the rotation away from risk-on assets, and the implications for oil ...