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.

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Crypto
March 2026
56 minutes

Richard Craib – Crowd-Sourced Alpha with Numerai (S7E28)

Craib delves into the intricacies of NumeraI, exploring its operational model and the role of the Numeraire token, crowdsourcing investment […]

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Alternative Assets
February 2026
44 minutes

Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse and Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle

Friedland and Currie discuss what the revenge of the miners and the real economy means for commodity prices, along with […]

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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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Alternative Assets
February 2026
60 minutes

#330 Rick Rule: I Sold 80% of My Silver — Here’s Why and Where I’m Putting It Now

Rick Rule explains why he sold most of his silver, what he expects for energy and uranium markets, and how […]

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Alternative Assets
February 2026
51 minutes

How to Make Money From the Booming Demand for Energy

Tyler Rosenlicht talks about the general ideas behind infrastructure investing, how he thinks about the ongoing boom in energy 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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Global Macroeconomics
December 2025
70 minutes

An Oil & Gas Revolution Is Underway That Will Change Everything | Doomberg

Thoughtful Money

Doomberg examines AI-driven electricity demand, oil and natural gas outlook, and where investors may find opportunity across energy infrastructure.

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Alternative Assets
November 2025
43 minutes

Dan Morehead: Crypto – The Most Asymmetric Trade in History

The Master Investor Podcast

Tiger Cub Dan Morehead shares his perspective on crypto as a long-term asymmetric opportunity, discussing blockchain adoption, market cycles, and […]

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Alternative Assets
June 2025
70 minutes

MacroVoices #485 Jeff Currie: The Joule Order

Macro Voices

Carlyle’s Jeff Currie covers the global macro landscape, the energy transition, and how it affects specific commodities, including gold, oil […]

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Alternative Assets
November 2024
108 minutes minutes

Prediction Markets and Beyond

a16z

Professors Alex Tabarrok and Scott Duke Kominers separate the hype from the reality of prediction markets and where crypto and […]

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Real Estate
May 2024
37 minutes

Ethan Penner on Choosing Greatness & Pioneering New Markets on Wall Street

American Optimist

Ethan Penner starts by discussing his real estate career, which includes the creation of the CMBS market. Then he gets […]

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Alternative Assets
May 2024
45 minutes

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

Odd Lots

Carlyle Group’s Jeff Currie (previously the Global Head of Commodities Research at Goldman Sachs) shares why copper is his highest-conviction […]

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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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Alternative Assets
February 2024
82 minutes

#335 – Barry Sternlicht – Chairman & CEO @ Starwood Capital Group

Powers

Real estate titan Barry Sternlicht shares stories and lessons from his career (you can’t miss the story about selling Caesars […]

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Alternative Assets
January 2024
56 minutes

Randall Zisler: The Mythology of Real Estate

The Phil Bak Podcast

Real estate investor Randall Zisler shares a wealth of knowledge related to real estate valuations, REITs, public vs. private real […]

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Alternative Assets
December 2023
76 minutes

Bill Lenehan: Investing in Commercial Real Estate

Invest Like the Best with Patrick O'Shaughnessy

Lenehan is the CEO of Four Corners Property Trust, a listed REIT.  He discusses the state of the real estate […]

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Alternative Assets
November 2023
66 minutes

A brief history of Corn, food co valuations, GMO vs non GMO, and a guacable chip with Zack’s Mighty founder Zack Gazzaniga

The Derivative

This is a fun interview with the entrepreneur ‘trying to rewrite what it means to be a tortilla chip.’ He […]

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Alternative Assets
October 2023
84 minutes

Inside crypto’s wild rise and fall with “Number Go Up” author Zeke Faux | E1807

This Week in Startups

Zeke Faux, the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall,” discusses the crazy last few […]

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Alternative Assets
June 2023
30 minutes

Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains

Exchanges

Jeff Currie, Global Head of Commodities Research, discusses the recent decline in oil, the supply/demand dynamics for various commodities, and why […]

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Alternative Assets
February 2023
98 minutes

Trapped Inside The Collapse of FTX with Travis Kling

The Peter McCormack Show

Kling spent 10 years in traditional finance, most recently at Point72, before launching a crypto hedge fund and ultimately losing the […]

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Alternative Assets
February 2023
37 minutes

The ‘Widowmaker’ Crypto Trade That Helped Blow Up an Industry

Odd Lots

This episode looks at the interconnectedness between various crypto firms, many of which are tied to the Grayscale Bitcoin Trust (GBTC), […]

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Alternative Assets
December 2022
59 minutes

A Different Perspective with Barry Norris Founder of Argonaut Capital

In one of the most interesting episodes on the energy markets all year, specialist fund manager Barry Norris shares why he […]

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Alternative Assets
November 2022
55 minutes

The Downfall of FTX and Crypto’s Path Forward | Vance Spencer & Michael Anderson

Spencer & Anderson share why they’ve been skeptical of SBF and his legislative push to build a regulatory moat around […]

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Alternative Assets
October 2022
54 minutes

Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies

Macro Hive Conversations

In one of the best episodes of the year on the energy situation, Doomberg discusses the transition from energy abundance […]

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Global Macroeconomics
October 2022
64 minutes

Devon Zuegel on Inflation, Argentina, and Crypto

EconTalk

Zuegel expands on her recent article, touching on how Argentinians are living with 100%+ annual inflation, how society has evolved to function […]

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Alternative Assets
October 2022
47 minutes

Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445

The Meb Faber Show

Goldman Sachs’ Head of Commodity Research touches on the underinvestment in supply, why ESG makes this cycle different from past cycles, […]

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Alternative Assets
August 2022
51 minutes

What So Many People Get Wrong About The Energy Transition

Odd Lots

Bernstein analyst Bob Brackett covers the headwinds in the energy transition, why commodities don’t just disappear, and what he thinks […]

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Alternative Assets
July 2022
103 minutes

Adam Rozencwajg: Understanding the Global Energy Crisis

Macro Voices

From 17:00 – 1:05:00, natural resource investor Adam Rozencwajg shares why he’s concerned about the potential for $200 oil this year, […]

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Alternative Assets
June 2022
92 minutes

Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis

Macro Voices

From 13:15 – 1:08:00, world-renowned energy markets expert Dr. Alhajji discusses the geopolitical implications of the energy crisis and his […]

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Markets
May 2022
56 minutes

Sam Bankman-Fried and Matt Levine on How to Make Money in Crypto

Odd Lots

Bankman-Fried is the CEO and co-founder of FTX, and one of the world’s youngest billionaires. He discusses: • The evolution of […]

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Global Macroeconomics
May 2022
53 minutes

Jim Rogers on Commodities

Behind the Markets Podcast

Jim Rogers is a long-time commodity investor and creator of the Rogers International Commodities Index (interview begins at 7:00). He […]

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Alternative Assets
February 2022
10 minutes

Special Episode: The Improving Case for Commodities

Morgan Stanley examines the improving case for commodities, how the energy transition reshapes supply, and why oil prices could remain […]

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Alternative Assets
January 2022
54 minutes

Why the Price of Coffee Beans Soared in the Last Year

Ryan Delany explains how the coffee market works, what drove recent price spikes, and how supply and demand shocks ripple […]

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Alternative Assets
January 2022
76 minutes

From Web2 to Web3: Alexis Ohanian and Kevin Rose

Alexis Ohanian talks about the shift from Web2 to Web3, navigating crypto volatility, and how community driven platforms reshape investing.

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Alternative Assets
December 2021
68 minutes

#749 This Bitcoin Conversation Blew My Mind w/ Jason Lowery

Jason Lowery discusses Bitcoin as a form of digital power projection, the intersection of warfare and monetary systems, and implications […]

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Alternative Assets
October 2021
152 minutes

#542: Chris Dixon and Naval Ravikant — The Wonders of Web3, How to Pick the Right Hill to Climb, Finding the Right Amount of Crypto Regulation, Friends with Benefits, and the Untapped Potential of NFTs

Andreessen Horowitz’s Chris Dixon and Naval Ravikant discuss venture investing in crypto, building AngelList, and backing transformative technology startups.

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Alternative Assets
October 2021
63 minutes

Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World

Starwood Capital’s Barry Sternlicht discusses building a global real estate empire, today’s opportunity set across asset classes, and managing capital […]

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Alternative Assets
August 2021
42 minutes

Metal Royalty: Vox Royalty’s CIO Spencer Cole on precious metals royalty and streaming

Spencer Cole explains precious metals royalties, why they offer asymmetric leverage, and how sourcing overlooked royalties creates differentiated investment exposure.

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Alternative Assets
August 2021
69 minutes

Sam Bankman-Fried and Matt Levine on How the Crypto Market Really Works

Sam Bankman-Fried discusses how crypto exchanges operate, managing leverage and risk, and the structural tensions within DeFi and stablecoins.

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Alternative Assets
June 2021
42 minutes

#577 Scott Harrison on the Bitcoin Water Trust

Scott Harrison discusses building charity: water, innovating nonprofit transparency, and launching a bitcoin water trust to scale global impact.

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Alternative Assets
May 2021
51 minutes

Wine – To Invest or Consume? Gary Boom, Founder & CEO of Bordeaux Index

Bordeaux Index’s Gary Boom discusses modernizing wine trading, fine wine investment returns, and building diversified portfolios in collectible assets.

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Alternative Assets
May 2021
66 minutes

David Fauchier – Paranoid Crypto Cowboys

David Fauchier discusses crypto market fragmentation, multi-manager strategies in digital assets, and allocator considerations around exchange risk, custody, and due […]

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Alternative Assets
May 2021
58 minutes

#549 Alex Taub on Digital Horse Racing

Alex Taub discusses building Upstream, investing in digital ecosystems like Zed Run, and how virtual assets intersect with community and […]

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Alternative Assets
May 2021
68 minutes

Ethereum, The Triple Halving with Squish Chaos

Nikhil Shamapant discusses his Ethereum research thesis, the concept of the Triple Halving, and crypto market supply dynamics.

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Alternative Assets
March 2021
224 minutes

#506: The Episode of Everything: Balaji on Bitcoin and Ethereum, Media Self-Defense, Drone Warfare, Crypto Oracles, India as Dark Horse, The Pseudonymous Economy, Beautiful Trouble, Ramanujan, Life Extension, and More

Balaji Srinivasan discusses Bitcoin and Ethereum’s future, building personal sovereignty in a digital world, and how technology reshapes power and […]

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Alternative Assets
March 2021
40 minutes

Crypto, Gaming, and Space with Alice Lloyd George

Alice Lloyd George discusses Silicon Valley history, crypto and NFTs, and emerging opportunities across climate tech, space, and immersive platforms.

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Alternative Assets
March 2021
27 minutes

Should You Invest in Farmland?

David Stein discusses farmland investment returns, historical appreciation and income, and risks and vehicles for gaining exposure.

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Alternative Assets
February 2021
131 minutes

#499: Katie Haun on the Dark Web, Gangs, Investigating Bitcoin, and The New Magic of “Nifties”

Katie Haun discusses prosecuting cybercrime, investigating Bitcoin and Silk Road, and the evolving investment case for NFTs and crypto.

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Alternative Assets
December 2020
62 minutes

Understanding the STABLE Act and the Push to Regulate Crypto | Rohan Grey

Rohan Grey discusses the STABLE Act, defining digital fiat and stablecoins, and the regulatory implications for money and deposits.

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Alternative Assets
November 2020
74 minutes

Commodities Legends and Market Builders Episode 1 | Robert Friedland on Grading, Trading, and Responsibly Producing Commodities

Robert Friedland discusses ESG-based commodity pricing, blockchain-enabled supply chain transparency, and market mechanisms to reward responsible metals production.

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Alternative Assets
November 2020
84 minutes

161: Investing in Fine Wine – Cult Wines CEO Tom Gearing

Tom Gearing discusses fine wine as an alternative asset, portfolio construction in collectibles, and building a global investment platform in […]

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Alternative Assets
September 2020
88 minutes

#385: Michael Saylor On Buying Bitcoin With His Balance Sheet

Michael Saylor discusses building MicroStrategy, navigating a $500 million capital allocation dilemma, and deploying corporate treasury into Bitcoin.

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Alternative Assets
August 2020
37 minutes

John Bartlett: Investing in Infrastructure

John Bartlett discusses investing in infrastructure and utilities, the state of U.S. infrastructure, and key drivers of sector performance.

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Alternative Assets
January 2020
123 minutes

#407: Sam Zell — Strategies for High-Stakes Investing and Dealmaking

Sam Zell discusses building the REIT industry, disciplined capital allocation, and lessons from his book Am I Being Too Subtle?

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Alternative Assets
October 2019
37 minutes

Jay Girotto – Farmland Opportunity

Jay Girotto discusses investing in U.S. farmland, its inflation-hedging and diversification characteristics, and Farmland Opportunity’s strategy for sourcing, operations, and […]

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Alternative Assets
September 2019
152 minutes

Jason Williams, Co-Founder & Partner at Morgan Creek Digital: From a 9 Figure Startup Exit To Mining Bitcoin With Car Tires

Jason Williams discusses building and exiting a healthcare company, unconventional technology ideas, and lessons from risk-taking experiences including a plane […]

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Alternative Assets
June 2019
28 minutes

Commodities: Past, Present and Futures

Caroline Sasseville and Bill Eckhardt discuss commodity return drivers, trend following principles, and lessons from the turtle traders experiment.

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Alternative Assets
June 2019
31 minutes

Talk Your Book: The Net Lease REIT ETF

Chris Burbach and Alexi Panagiotakopoulos discuss investing in REITs, the net lease model, and considerations behind launching a dedicated REIT […]

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Alternative Assets
April 2019
47 minutes

Ep. 751: Brent Huigens Interview with Michael Covel on Trend Following Radio

Brent Huigens discusses building PWCC Marketplace, the rise of trading cards as alternative investments, and creating transparent marketplaces for collectibles.

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Alternative Assets
April 2019
47 minutes

The Environment, Capitalism, Technology

Andrew McAfee discusses decoupling economic growth from environmental harm, technology’s role in dematerialization, and capitalism’s impact on sustainability and progress.

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Alternative Assets
September 2018
54 minutes

Behind The Markets Podcast: Brandon Zick

Brandon Zick discusses investing in farmland, portfolio management in the agricultural sector, and how tariffs are impacting farm markets.

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