正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

Jeff Currie explains the fundamental difference between commodity and equity market volatility. 🔊

Hedgeye

312,296 subscribers

40,996 次观看 • 2 个月前 •via X (Twitter)

科学技术财经

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

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.

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

69,325 次观看 • 1 个月前

ICT Explains the difference between Market structure shift and Market structure break

ICT Explains the difference between Market structure shift and Market structure break

ICT's Daughter

29,975 次观看 • 1 个月前

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."

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 次观看 • 8 天前

Commodity market guru Jeff Currie on the view that the oil market is back to normal and an oil "super glut" is imminent: "I think it's all premature talk." THE WINDS OF WAR WON'T DISAPPEAR ANYTIME SOON.

Commodity market guru Jeff Currie on the view that the oil market is back to normal and an oil "super glut" is imminent: "I think it's all premature talk." THE WINDS OF WAR WON'T DISAPPEAR ANYTIME SOON.

Steve Hanke

20,622 次观看 • 19 小时前

With ongoing market #volatility and a stock market correction, how could investors be thinking about U.S. equities vs. global opportunities? Join Carrie King, CIO of U.S. and Developed Markets at BlackRock’s Fundamental Equities group, on The Bid #podcast as she breaks down market volatility, rotations and the state of the U.S. equity market.

With ongoing market #volatility and a stock market correction, how could investors be thinking about U.S. equities vs. global opportunities? Join Carrie King, CIO of U.S. and Developed Markets at BlackRock’s Fundamental Equities group, on The Bid #podcast as she breaks down market volatility, rotations and the state of the U.S. equity market.

BlackRock

15,146 次观看 • 1 年前

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.

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

121,735 次观看 • 2 个月前

McCullough: Bitcoin Doesn’t Care About Your Cost Basis 🔊 Hedgeye CEO Keith McCullough made it clear this week: when downside accelerates, the market isn’t debating your cost basis or favorite “support level.” In fact, “the situation is accelerating at an accelerating rate,” explains McCullough. That’s why we focus on the rate of change, especially the volatility of volatility. “The volatility of volatility is going to get you to the right answer faster than the crowd.” Get Keith's quantitative Risk Range™ Signals and daily analysis on Bitcoin, Ethereum, Solana, and more, with our $BTC Trend Tracker: And for risk management insights you won’t get anywhere else, subscribe to The Macro Show:

McCullough: Bitcoin Doesn’t Care About Your Cost Basis 🔊 Hedgeye CEO Keith McCullough made it clear this week: when downside accelerates, the market isn’t debating your cost basis or favorite “support level.” In fact, “the situation is accelerating at an accelerating rate,” explains McCullough. That’s why we focus on the rate of change, especially the volatility of volatility. “The volatility of volatility is going to get you to the right answer faster than the crowd.” Get Keith's quantitative Risk Range™ Signals and daily analysis on Bitcoin, Ethereum, Solana, and more, with our $BTC Trend Tracker: And for risk management insights you won’t get anywhere else, subscribe to The Macro Show:

Hedgeye

13,872 次观看 • 4 个月前

Commodity market guru Jeff Currie on Iran’s leverage: “Their negotiating position at this point has never been stronger… every day that goes by, Iran’s negotiating leverage compounds.”

Commodity market guru Jeff Currie on Iran’s leverage: “Their negotiating position at this point has never been stronger… every day that goes by, Iran’s negotiating leverage compounds.”

Steve Hanke

54,402 次观看 • 1 个月前

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.

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

109,473 次观看 • 1 个月前

Milton Friedman explains the fundamental difference between immigrants coming to a country looking for jobs and those attracted by the welfare state.

Milton Friedman explains the fundamental difference between immigrants coming to a country looking for jobs and those attracted by the welfare state.

Students For Liberty

10,931 次观看 • 1 年前

Putin’s aide and chief Ukraine negotiator Vladimir Medinsky explains the fundamental difference between Russia’s imperial experience and that of colonial Europe. 🔗 Source:

Putin’s aide and chief Ukraine negotiator Vladimir Medinsky explains the fundamental difference between Russia’s imperial experience and that of colonial Europe. 🔗 Source:

Russia Direct

16,553 次观看 • 4 个月前

Commodity market guru Jeff Currie remains bullish on oil's long-term outlook: “One thing that’s very clear in the oil market is you've lost most of the players… They’re not willing to play in the market anymore… I think that that’s another very bullish long-term driver here.”

Commodity market guru Jeff Currie remains bullish on oil's long-term outlook: “One thing that’s very clear in the oil market is you've lost most of the players… They’re not willing to play in the market anymore… I think that that’s another very bullish long-term driver here.”

Steve Hanke

30,318 次观看 • 9 天前

Distinguished economist & commodity market guru Jeff Currie on China: “[If] you put manufacturing power of China on a graph against the West, it's just night and day… The gap is [huge]... The biggest benefactor [of the war] is going to be the BRICS."

Distinguished economist & commodity market guru Jeff Currie on China: “[If] you put manufacturing power of China on a graph against the West, it's just night and day… The gap is [huge]... The biggest benefactor [of the war] is going to be the BRICS."

Steve Hanke

32,802 次观看 • 3 个月前

Commodity market guru Jeff Currie on the commodity boom everyone ignores: "Since October 2020, commodities are up 210%... the NASDAQ is only up 125%. Commodities nearly doubled tech's returns. This is not a new story, I just can't get anyone to buy it." WELL I BUY IT.

Commodity market guru Jeff Currie on the commodity boom everyone ignores: "Since October 2020, commodities are up 210%... the NASDAQ is only up 125%. Commodities nearly doubled tech's returns. This is not a new story, I just can't get anyone to buy it." WELL I BUY IT.

Steve Hanke

89,538 次观看 • 1 个月前

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.

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

161,684 次观看 • 2 个月前

According to Jeff Currie, distinguished economist and commodity market guru, we’re only seeing the start of what will become a major oil catastrophe. At present, we’re burning through oil inventories. Once inventories dwindle, oil prices will SPIKE. THE WORST IS YET TO COME.

According to Jeff Currie, distinguished economist and commodity market guru, we’re only seeing the start of what will become a major oil catastrophe. At present, we’re burning through oil inventories. Once inventories dwindle, oil prices will SPIKE. THE WORST IS YET TO COME.

Steve Hanke

103,864 次观看 • 2 个月前

Distinguished economist & commodity market guru Jeff Currie on the ominous US oil situation: "We have a deficit today, meaning that demand is above supply and we're drawing inventories. It's not a shortage yet... It becomes a shortage when you hit tank bottoms."

Distinguished economist & commodity market guru Jeff Currie on the ominous US oil situation: "We have a deficit today, meaning that demand is above supply and we're drawing inventories. It's not a shortage yet... It becomes a shortage when you hit tank bottoms."

Steve Hanke

29,904 次观看 • 1 个月前

Commodity market guru Jeff Currie on the temporary drop in oil prices: "The market is overshooting to the downside... Basically you've had a buyer strike... In terms of thinking about what that means a month from now, you have a lot of pent-up demand that's going to come back."

Commodity market guru Jeff Currie on the temporary drop in oil prices: "The market is overshooting to the downside... Basically you've had a buyer strike... In terms of thinking about what that means a month from now, you have a lot of pent-up demand that's going to come back."

Steve Hanke

19,914 次观看 • 7 天前