World Model · podcast knowledge graph

Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever

2024-05-17 · 42 min · 13 entities

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  • → appeared on Odd Lots podcast
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    Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever
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concepts 9

  • mentioned Business concept
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  • mentioned Investing concept
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  • mentioned News Commentary concept
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    evidence rules-v4
    Feed category: News Commentary
  • mentioned Business News concept
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    evidence rules-v4
    Feed category: Business News
  • discusses Business concept
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    evidence rules-v4
    Feed category: Business
  • discusses News concept
    0.40 · ×2
    evidence rules-v4
    Feed category: News
  • discusses Investing concept
    0.40 · ×2
    evidence rules-v4
    Feed category: Investing
  • discusses News Commentary concept
    0.40 · ×2
    evidence rules-v4
    Feed category: News Commentary
  • discusses Business News concept
    0.40 · ×2
    evidence rules-v4
    Feed category: Business News

companys 2

  • mentioned Bloomberg company
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    Feed author/publisher: Bloomberg
  • hosted by Bloomberg company
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    Feed author/publisher: Bloomberg

persons 1

  • mentioned Jeff Currie person
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    Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever

podcasts 1

  • appeared on Odd Lots podcast
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    evidence rules-v4
    Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever
Episode description as stored
Copper has long been touted as a big winner from the world's drive towards electrification. All those electric vehicles and new grids need lots of the metal to work. At the same time, since it takes years for new copper mining capacity to actually come on stream, many people expect a long-term shortage of the metal to materialize. But despite all that excitement, copper prices actually fell over the past few years. Now, copper bulls are getting another chance as the metal surges towards a new record. So why didn't the thesis play out before? And what does the mismatch between short-term prices and long-term supply actually mean for the world? In this episode, we speak to Jeff Currie, a long-time copper bull and commodities veteran who's now at Carlyle Group. We talk to him about why copper is his highest-conviction trade ever, plus the outlook for oil and big changes in petrodollars. See omnystudio.com/listener for privacy information.