Podcast Name
Commodities
March 2026
9 minutes
Carlyle Group’s Jeff Currie Talks Global Supply Chain, Oil
Carlyle Group’s Jeff Currie talks global supply chains, oil market disruptions, and the broader effects of geopolitical conflict.
Global Macroeconomics
February 2026
39 minutes
Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run
Jeff Currie explains the metals surge, commodity supply constraints, and how the energy transition reshapes demand.
Global Macroeconomics
December 2025
46 minutes
Luke Gromen: Why Cash Is Trash & Gold Is The New King
RiskReversal Pod
Luke Gromen explains cash’s vulnerabilities, gold’s portfolio role, and macro forces reshaping currency and bonds.
Alternative Assets
April 2024
72 minutes
Gold’s Shining Moment & A Conversation with Roy Niederhoffer
RiskReversal Pod
Starting at 31:00, Niederhoffer talks about drivers of volatility in the markets, trend-following, trading/behavioral biases & more.