MacroVoices #521 Jeff Currie: The Great Rotation
Erik Townsend and Patrick Ceresna welcome Jeff Currie to discuss the commodity bull market, metal performance, energy demand from AI and data centers, and China's commodity stockpiling.
Erik Townsend and Patrick Ceresna welcome Jeff Currie to discuss the commodity bull market, metal performance, energy demand from AI and data centers, and China's commodity stockpiling.