MacroVoices #521 Jeff Currie: The Great Rotation

About this episode

Erik Townsend and Patrick Ceresna discuss the commodity bull market with Jeff Currie, focusing on metals, energy demand, and China's commodity stockpiling.

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 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tWtb9t ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

People in this episode

Host: Erik Townsend

Guest: Jeff Currie

Topics covered

• commodity bull market
• metals performance
• energy demand
• China stockpiling commodities

Keywords

• AI
• data centers

Sponsors

Big Picture Trading

Mentioned in this episode

Products: Big Picture Trading Chartbook

Places: China

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