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.

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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.

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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.

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