Odd Lots

Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run

January 30, 2026·39 min·3-min readconversationalbusiness
Podzilla Summary (3 min)
TLDR
Gold, silver, and copper are all surging simultaneously to record highs, defying traditional economic signals, with copper at over $14,000/ton, silver above $120/oz, and gold above $5,500/oz. Jeff Currie, a veteran commodities strategist, argues this reflects a structural shift driven by

Sign up to read the full summary

Free AI-powered recaps of every episode, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Guest

J

Jeff Currie

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Jeff CurrieJoe WisenthalTracy Alloway

Companies

Carlyle CommoditiesBloomberg

Topics

EconomicsGeopoliticsInflationSupply Chain

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of Odd Lots and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.