Jeff Currie Talks AI Boom and Commodities

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Recorded19 May 2026

Publisheromnycontent.com ↗

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Show notes

Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity. Currie said the energy sector presents “the biggest asymmetric trade in modern finance” because oil companies are returning a 15.5% free cash flow yield while hyperscalers have none. He speaks with Bloomberg's Jonathan Ferro and Annmarie Hordern. See omnystudio.com/listener for privacy information.

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