Published Apr 14, 2022

Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High

Jeff Currie delves into the 'volatility trap' of the commodity supercycle, exploring historical parallels and regulatory solutions, while dissecting the complexities of ESG policies, geopolitical supply chain issues, and the dollar's influence on global markets.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Odd Lots

Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High

Topics covered

Popular Clips

Carbon Pricing Insights

Investing in Commodities

Twitter Insights

Banking, ESG, Investment

OPEC Production Response

Capital Investment Dynamics

Future of Commodities

Inflation Insights

Commodities Fungibility Insight

Market Shortages Impact

Commodity Cycle Insights

Creative Oil Solutions

Commodity Market Volatility

Webby Award Nomination

Episode Highlights

Volatility Trap

Commodities Fungibility

Capital Investment

Related Episodes

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Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain

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Pierre Andurand on How We Might Get $200 a Barrel Oil

Javier Blas Explains How Commodity Trading Shops Really Work

A Volatility Arbitrage Trader On What Markets Are Saying Right Now

The Market's Big Bet on Low Volatility

A Historic Disruption To The World's Wheat Supply

What the Market Crash Says About How Investing Works

A Concrete Plan to Bring the Price of Oil Down Right Now

Counterfeiting Scandals Keep Slamming the Commodities Market

Lots More on the Parabolic Surge in Cocoa Prices

How the Rise of 'Pod Shops' Is Reshaping the Way Markets Trade

Here's What Just Happened to the Stock Market and the Economy

How Chinese Buying Is Causing a Boom in Agricultural Commodities

Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High

Topics covered

Popular Clips

Episode Highlights

Volatility TrapJeff Currie discusses the "volatility trap" in the ongoing commodity supercycle, highlighting the challenges of underinvestment and potential solutions. He explores historical parallels and suggests regulatory frameworks to stabilize the market.

Volatility Trap

Commodities FungibilityJeff Currie examines the impact of supply chain issues and geopolitical factors on commodity markets. He highlights the challenges in transitioning to greener solutions and the role of the dollar in global markets.

Commodities Fungibility

Capital InvestmentJeff Currie examines the impact of ESG policies and banking regulations on commodity investments, highlighting the challenges they pose. He also explores private sector opportunities in navigating these constraints, emphasizing the importance of scale and strategic investment.

Capital Investment

Related Episodes