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MacroVoices #521 Jeff Currie: The Great Rotation

Macro Voices by Hedge Fund Manager Erik Townsend

Feb 26, 202661:56Business

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...

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MacroVoices #521 Jeff Currie: The Great Rotation is an episode from Macro Voices by Hedge Fund Manager Erik Townsend. MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals ar...

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Published Feb 26, 2026, 61:56 long, audio available.

MacroVoices #521 Jeff Currie: The Great Rotation

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