Summer travel is here this holiday weekend! Join us as Jeff Currie, Goldman Sachs’ Global Head of Commodities Research, and host David Greely go around the world in just under an hour.
Originally meeting at the University of Chicago in 1992, they worked together in the 2000s through the “revenge of the old economy” commodities bull market. Today, we’re brin ... Show More
Yesterday
Summer Playlist 2026 Episode 4 | Mark Lewis, Partner and Managing Director, Climate Finance Partners LLC
Our Summer Playlist rolls on this week with Mark Lewis, Partner and Managing Director at Climate Finance Partners LLC. David Greely sits down with Mark to discuss the recently released European Commission's EU ETS review proposals and what they'll mean for the outlook for the EU ... Show More
49m 14s
Jul 25
Summer Playlist 2026 Episode 3 | Arjun Murti, Partner at Veriten & Publisher of “Super-Spiked” on Substack
This week on our Summer Playlist, we welcome Arjun Murti back into the SmarterMarkets™ studio. Arjun is Partner at Veriten and Publisher of “Super-Spiked” on Substack. David Greely sits down with Arjun to discuss the lessons learned from the closure of the Strait of Hormuz, the r ... Show More
39m 20s
Jul 18
Summer Playlist 2026 Episode 2 | Joe Raia, Thomas McMahon, & Russell Robertson from the Abaxx Team
On the second installment of our Summer Playlist this week, we welcome Thomas McMahon, Joe Raia, and Russell Robertson into the SmarterMarkets™ studio. Thomas is Co-Founder of Abaxx Technologies; Joe and Russell are Chief Commercial Officer and Chief Business Development Officer ... Show More
46m 7s
Feb 2022
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets. Learn m ... Show More
23m 9s
Jun 2024
MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. <a href='https://b ... Show More
1h 7m
Jul 2025
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
20m 54s
Aug 2023
Status Check: Single-Stock ETFs, Gold & Global Commodities 8/14/23
<p>CNBC’s Courtney Reagan spoke with Will Rhind, Founder and CEO of GraniteShares, and Dave Nadig, Financial Futurist at VettaFi. They did a deep dive into single-stock ETFs one year after launching in the U.S. - exploring the promise and pitfalls of single-stock bets on and agai ... Show More
14m 43s
Jan 2023
As China reopens, what’s ahead for commodities in 2023?
Commodities were the best-performing asset class in 2022 but have recently taken a hit as recession fears loom. So what's in store for them in 2023? In the latest episode of Exchanges at Goldman Sachs, Jeff Currie, global head of commodities research, explains why commodities are ... Show More
26m 56s
May 2023
State of Play: Geopolitics, US Foreign Policy, and NATO Enlargement — with Jeffrey Sachs
Jeffrey Sachs, a world-renowned economics professor at Columbia University, joins Scott to discuss the state of the nation’s debt ceiling – specifically as it relates to military spending. We also hear Professor Sachs’ take on the broader geopolitical landscape, as well as the wa ... Show More
58m 55s
May 2023
The Markets: Why European stocks are beating US equities
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly pod ... Show More
9m 48s
Nov 2024
MacroVoices #456 Jeff Currie: Repricing of Macro Markets
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear ene ... Show More
1h 7m