Episode Details

From war in the Middle East to AI's insatiable demand for power, Carlyle Senior Advisor and Co-Chair of Abaxx Commodity Exchange, Jeff Currie says the Commodity Supercycle is far from over. Joining Wealthion CEO Steven Feldman on Open Position, Currie explains why investors shouldn't get distracted by oil's day to day volatility and why it's the "Revenge of the Old Economy", gives insights into the commodity sectors he's watching and reveals exactly how much exposure to commodities every portfolio should have. Part 1 of 2.

💡 Get Wealthion's Exclusive Hard Assets interviews from behind the scenes of the 2026 Rick Rule Symposium by signing up to be an accredited investor at https://bit.ly/3R7ouuT .Videos will be released the week of July 13th.

💡 If Jeff Currie's outlook on energy, precious metals and the share of commodities in your portfolio has you asking questions about your investment strategy, connect with Wealthion's endorsed financial advisors for a free portfolio review: https://bit.ly/4gRXFFoChapters::30 Why Commodities2:58 Why Commodities Don’t Get More Attention From Investors and Why They Should5:35 The 2020 Start of the Current Supercycle, What’s Accelerating it and Why it’s The Revenge of the Old Economy9:08 The Demand Side of the Supercycle12:55 Price Momentum, Overshooting and Proper Portfolio Positioning17;30 Commodity Sectors to Watch and Why the Roll is Crucial20:06 The New Generation of Investing Products Jeff is Creating23:15 Preview to Part 2: Why Jeff is Very Bullish on Gold Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices