Macro Voices
Macro Voices
Hedge Fund Manager Erik Townsend
MacroVoices #521 Jeff Currie: The Great Rotation
1 hour 1 minutes Posted Feb 26, 2026 at 5:47 pm.
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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 commodities, and much more. https://bit.ly/40imDo9

 

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