Jeff Currie

Websitecarlyle.com/about-carlyle/team/jeff-currie ↗

Chief Strategy Officer of Energy Pathways at Carlyle and the former long-time global head of commodities research at Goldman Sachs. One of the most authoritative voices on commodity supercycles, oil and the energy transition.

EnergyMetalsGoldUS EquitiesGeopolitics

16appearances

128calls

Follow Jeff Currie — get an email when they appear on a new show, with their key calls, trade ideas and thesis shifts.

Start following →

The last 30 days and the latest appearance are open in full. 118 older calls are locked.Unlock them with a free 14-day trial →

Jeff Currie

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

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

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

Jeff Currie: Everything You Know About Oil Markets Is Wrong

Supercycle = Gold & Silver to 7X. Jeff Currie with Steven Feldman on Open Position

"I'm A Buyer Of Oil Here" | Jeff Currie

Jeff Currie Talks AI Boom and Commodities

Hedgeye Investing Summit Spring 2026 | Josh Crumb & Jeff Currie, Abaxx Technologies

Molecule Contagion with Jeff Currie

Carlyle Group's Jeff Currie Talks Global Supply Chain, Oil

MacroVoices #521 Jeff Currie: The Great Rotation

Setting Course 2026 Episode 4 | Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse and Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle

Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run

The Great Repricing with Jeff Currie

Setting Course 2026 Episode 3 | Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse and Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle

Summer Playlist 2025 Episode 3 | Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle