
MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict
May 7, 2026 - 79:29
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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...
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...
This episode belongs to Macro Voices.
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Published Feb 26, 2026, 61:56 long, audio available.
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. 🔻Download Big Picture Trading Chartbook 📈📉: ✅Sign up for a FREE 14-day trial at Big Picture Trading: 🔴
You can listen to MacroVoices #521 Jeff Currie: The Great Rotation online on Radio and Podcast. Open the player on this page to stream the available audio.
MacroVoices #521 Jeff Currie: The Great Rotation is an episode from Macro Voices by Hedge Fund Manager Erik Townsend.
This episode is 61:56 long.
This episode was published on Feb 26, 2026.
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Yes. This page shows related episodes from Macro Voices when more episodes are available from the podcast feed.
You can listen to MacroVoices #521 Jeff Currie: The Great Rotation on this page when the episode audio is available from the podcast feed.
MacroVoices #521 Jeff Currie: The Great Rotation is from Macro Voices by Hedge Fund Manager Erik Townsend.
Published Feb 26, 2026 and 61:56 long