Molecular Contagion with Jeff Currie

About this episode

This episode features Jeff Currie discussing the implications of current events on oil markets and the broader economy.

We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if ever. What happens when financial markets - both for oil and more broadly catch up to the physical reality? Molecule Contagion as our guest for this special episode Jeff Currie of Carlyle puts in. The revenge of the old economy just got teeth and the ramifications are being discounted at best and denied at worst. What are the longer term impacts of the events in the Gulf. Accelerating decoupling, de-dollarization and a shot in the arm for the energy transition. The only safety....HALO stocks.

People in this episode

Host: Paul Chapman

Guest: Jeff Currie

Topics covered

• oil markets
• financial markets
• energy transition
• de-dollarization
• economic impacts

Keywords

• oil markets
• financial markets
• energy transition
• de-dollarization
• economic impacts
• HALO stocks
• Molecular Contagion

Mentioned in this episode

Organizations: Carlyle

Places: Gulf

More episodes of The HC Commodities Podcast

• Digital Assets and the Blockchain Renaissance with Joe Miscioscia · June 9, 2026 · 48 min
• The Great CapEx Surge with Erikhans Kok · June 2, 2026 · 48 min
• Unearthing Alpha with a Metals Hedge Fund, with Matt Heap · May 26, 2026 · 50 min
• No Peace, No War and No Flows with Aldo Spanjer · May 20, 2026 · 47 min
• Sulphurous Times with Meena Chauhan · May 12, 2026 · 43 min
• Sanctions Strait Talk with David Tannebaum · May 7, 2026 · 51 min