Senior advisor to Carlyle, where he was chief strategy officer of energy pathways from 2024 to 2026, executive co-chairman of Abaxx Markets, and co-founder of 1947 Oil & Gas. He spent 27 years at Goldman Sachs, leaving in 2023 as global head of commodities research, and coined the phrase 'revenge of the old economy' in 2004 to describe the commodity supercycle that followed years of underinvestment. He now argues the next commodity supercycle has begun, so his calls on oil and the broader commodity cycle are worth tracking.
Current predictions
Copper: Jeff is bullish on copper. (updated 2026-09-03)
Silver: Jeff is bullish on silver. (updated 2026-09-03)
Gold: Jeff is bullish on gold. (updated 2026-09-03)
S&P 500: Jeff is bearish on the S&P 500. (updated 2026-07-17)
Prediction history
2026-09-03 — Jeff is bullish on oil. (source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie)
2026-09-03 — Jeff is bullish on gold. (source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie)
2026-09-03 — Jeff is bullish on copper. (source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie)
2026-09-03 — Jeff is bullish on silver. (source: 'Shock And Awe' In September: Energy, Food ‘Going To The Moon’ | Jeff Currie)
2026-07-17 — Jeff is bearish on the S&P 500. (source: I joined @BloombergTV's @FerroTV and @annmarie to discuss the current energy market and why the abundance illusion is f…)