Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Commodity market guru Jeff Currie on the shadow that commodity shortages will cast on the equity markets. "For example, helium doesn't matter to GDP, but when you're out, [you're out]. Where are you going to produce... chips?" TO PRODUCE CHIPS, YOU NEED HELIUM.

steve_hanke's profile picture

Steve Hanke

852,065 subscribers

69,325 görüntüleme • 3 ay önce •via X (Twitter)

Finans
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

Commodity market guru Jeff Currie on the commodity price supercycle: “Hard assets are probably the best place to make investments right now."
0:35

Commodity market guru Jeff Currie on the commodity price supercycle: “Hard assets are probably the best place to make investments right now."

Steve Hanke

23,889 görüntüleme • 26 gün önce

Commodity mkt guru Jeff Currie on the next oil price spike: “[Commodity markets] don’t price the future; they price the now ... We're not in a shortage today. We’re going to be in a shortage in mid-April, that’s when the market has to clear." THAT'S WHEN OIL PRICES WILL SPIKE.
0:34

Commodity mkt guru Jeff Currie on the next oil price spike: “[Commodity markets] don’t price the future; they price the now ... We're not in a shortage today. We’re going to be in a shortage in mid-April, that’s when the market has to clear." THAT'S WHEN OIL PRICES WILL SPIKE.

Steve Hanke

161,871 görüntüleme • 5 ay önce

Commodity market guru Jeff Currie on why he remains LONG GOLD: “There is always going to be a bid from central banks, particularly the emerging markets, for gold to diversify their reserves. That has not stopped. It’s going to continue.”
0:34

Commodity market guru Jeff Currie on why he remains LONG GOLD: “There is always going to be a bid from central banks, particularly the emerging markets, for gold to diversify their reserves. That has not stopped. It’s going to continue.”

Steve Hanke

28,689 görüntüleme • 25 gün önce

Commodity market guru Jeff Currie on the state of global oil markets: “There’s a huge surplus of oil hitting the market right now. Does that tell you anything about tomorrow? No.”
0:28

Commodity market guru Jeff Currie on the state of global oil markets: “There’s a huge surplus of oil hitting the market right now. Does that tell you anything about tomorrow? No.”

Steve Hanke

22,065 görüntüleme • 2 ay önce

Commodity market guru Jeff Currie on refined product markets: “It’s going to be a shock and awe in mid-September when they realize nobody consumes oil. They consume diesel and gasoline.”
0:34

Commodity market guru Jeff Currie on refined product markets: “It’s going to be a shock and awe in mid-September when they realize nobody consumes oil. They consume diesel and gasoline.”

Steve Hanke

21,808 görüntüleme • 7 gün önce

Commodity guru Jeff Currie on the commodity SUPER CYCLE: "In fact, I like to say copper is the new oil. It's the strategically most important commodity."
0:34

Commodity guru Jeff Currie on the commodity SUPER CYCLE: "In fact, I like to say copper is the new oil. It's the strategically most important commodity."

Steve Hanke

15,064 görüntüleme • 2 ay önce

Commodity market guru Jeff Currie on the commodity price supercycle: “At this point you just want to be long the whole entire complex. Own the energy. Own gold. Own silver. Own grains. Own copper. Own every single one of these markets right now.”
0:22

Commodity market guru Jeff Currie on the commodity price supercycle: “At this point you just want to be long the whole entire complex. Own the energy. Own gold. Own silver. Own grains. Own copper. Own every single one of these markets right now.”

Steve Hanke

132,138 görüntüleme • 17 gün önce

Commodity market guru Jeff Currie on it's just a matter of time before oil prices will SURGE: “In August [oil inventories] are going back down again. It’s just a matter of time before we end up with the shortages starting to move from products into crude oil.” STAY LONG OIL.
0:36

Commodity market guru Jeff Currie on it's just a matter of time before oil prices will SURGE: “In August [oil inventories] are going back down again. It’s just a matter of time before we end up with the shortages starting to move from products into crude oil.” STAY LONG OIL.

Steve Hanke

20,761 görüntüleme • 25 gün önce

Commodity market guru Jeff Currie on the coming, inevitable oil price spike: “Demand is up here; supply is down here. We’re filling that gap with inventory. When you eventually run out of inventory, demand has to come down to supply… You can’t print molecules.”
0:50

Commodity market guru Jeff Currie on the coming, inevitable oil price spike: “Demand is up here; supply is down here. We’re filling that gap with inventory. When you eventually run out of inventory, demand has to come down to supply… You can’t print molecules.”

Steve Hanke

105,277 görüntüleme • 3 ay önce

Commodity market guru Jeff Currie on the tech-energy relationship: "The only 2 industries that matter to the world are tech and energy. You got to turn on the lights, and you got to innovate. So, all we do is rotate between those 2 sectors." IT'S TIME TO ROTATE INTO ENERGY.
0:52

Commodity market guru Jeff Currie on the tech-energy relationship: "The only 2 industries that matter to the world are tech and energy. You got to turn on the lights, and you got to innovate. So, all we do is rotate between those 2 sectors." IT'S TIME TO ROTATE INTO ENERGY.

Steve Hanke

109,676 görüntüleme • 4 ay önce

Commodity market guru Jeff Currie on the $150 oil everyone is waiting for: “You're looking for prices over $150 a barrel. We're there. But it's in the product prices, and it's not in the crude.”
0:20

Commodity market guru Jeff Currie on the $150 oil everyone is waiting for: “You're looking for prices over $150 a barrel. We're there. But it's in the product prices, and it's not in the crude.”

Steve Hanke

45,062 görüntüleme • 4 gün önce

Commodity market guru Jeff Currie on the diesel fuel chokepoint: “All other commodities are nothing other than dirt and diesel. It takes diesel to turn stuff like ore into some usable commodity.”
0:37

Commodity market guru Jeff Currie on the diesel fuel chokepoint: “All other commodities are nothing other than dirt and diesel. It takes diesel to turn stuff like ore into some usable commodity.”

Steve Hanke

26,078 görüntüleme • 25 gün önce

Commodity market guru Jeff Currie on the unrealized attractiveness of heavy assets: “[Markets] are underestimating the upside [of] commodity prices... This is the revenge of the old economy called HALO... Heavy Asset Low Obsceneness." BOTTOM LINE = STAY LONG HALO.
0:58

Commodity market guru Jeff Currie on the unrealized attractiveness of heavy assets: “[Markets] are underestimating the upside [of] commodity prices... This is the revenge of the old economy called HALO... Heavy Asset Low Obsceneness." BOTTOM LINE = STAY LONG HALO.

Steve Hanke

121,791 görüntüleme • 5 ay önce

Commodity market guru Jeff Currie on World War III: "China and Russia are providing reinforcements to Iran ... And you have the Ukrainians hitting Iranian boats. I don't want to use the term World War III, but we're in it."
0:31

Commodity market guru Jeff Currie on World War III: "China and Russia are providing reinforcements to Iran ... And you have the Ukrainians hitting Iranian boats. I don't want to use the term World War III, but we're in it."

Steve Hanke

27,061 görüntüleme • 1 ay önce

Distinguished economist and commodity market guru Jeff Currie on what the AI boom is really BUILT from: "Take AI, the largest capex investment we've ever seen. 60% of that is commodities… most of that 800 billion is going to go into the commodity price."
0:37

Distinguished economist and commodity market guru Jeff Currie on what the AI boom is really BUILT from: "Take AI, the largest capex investment we've ever seen. 60% of that is commodities… most of that 800 billion is going to go into the commodity price."

Steve Hanke

23,776 görüntüleme • 17 gün önce

Commodity market guru Jeff Currie on the COMMODITY CHOKEPOINTS: "The Black Sea grain corridor, taken out. The Black Sea oil ports, taken out. Russian refineries, taken out. The Red Sea blocked. The Strait of Hormuz blocked… I've never seen it this bad."
0:35

Commodity market guru Jeff Currie on the COMMODITY CHOKEPOINTS: "The Black Sea grain corridor, taken out. The Black Sea oil ports, taken out. Russian refineries, taken out. The Red Sea blocked. The Strait of Hormuz blocked… I've never seen it this bad."

Steve Hanke

19,996 görüntüleme • 18 gün önce

Commodity market guru Jeff Currie on what drives economic growth and prosperity: "Tech and energy. I argue those are the only two sectors that really matter because if you can't turn the lights on nothing happens and if you don't innovate you never progress."
0:31

Commodity market guru Jeff Currie on what drives economic growth and prosperity: "Tech and energy. I argue those are the only two sectors that really matter because if you can't turn the lights on nothing happens and if you don't innovate you never progress."

Steve Hanke

23,597 görüntüleme • 2 ay önce

Commodity market guru Jeff Currie on the SOARING crude oil prices: “I have never seen so many chokepoints being hot… The shortages that were in products are now moving upstream into crude.” STAY LONG OIL.
0:44

Commodity market guru Jeff Currie on the SOARING crude oil prices: “I have never seen so many chokepoints being hot… The shortages that were in products are now moving upstream into crude.” STAY LONG OIL.

Steve Hanke

36,299 görüntüleme • 20 saat önce

Commodity market guru Jeff Currie on how China benefits from sanctions: "The biggest benefactor of sanctions on Iran or Russia is China... China's teapot refineries can't function without discounted, sanctioned oil... You need the sanctions to create the discount."
0:23

Commodity market guru Jeff Currie on how China benefits from sanctions: "The biggest benefactor of sanctions on Iran or Russia is China... China's teapot refineries can't function without discounted, sanctioned oil... You need the sanctions to create the discount."

Steve Hanke

24,729 görüntüleme • 2 ay önce

Commodity market guru Jeff Currie on gold: "I want to be long gold this time around… When an economy begins to slow, and people become concerned about a recession, that's when you want to be long gold.”
0:38

Commodity market guru Jeff Currie on gold: "I want to be long gold this time around… When an economy begins to slow, and people become concerned about a recession, that's when you want to be long gold.”

Steve Hanke

24,288 görüntüleme • 2 ay önce