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Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run | Odd Lots
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January 30, 2026
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39:40Now PlayingThe big story this year is the surge in metals. And it's really all metals. The ultimate industrial metal, copper, has been on a massive tear, but so has gold, which has very few industrial uses. And then, of course, silver has seen a blistering rally, in part due to massive buying in China. On this episode, we bring back the man who saw this coming years ago, Carlyle partner Jeff Currie. Prior to joining Carlyle, Currie was a top commodities analyst at Goldman Sachs, and has been calling for the emergence of a brand new supercycle for years now. In this episode, he explains the drivers of this supercycle, and why he thinks we're in the very early days of what will be a multi-year run.
Read more:
Gold Retreats in Sudden Selloff After Breaking Through $5,500 ()
China’s Metals Mania Sends Copper Soaring Past $14,500 a Ton ()
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