Commodities are always the best play at this point in the business cycle, says Carlyle's Jeff Currie

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  • เผยแพร่เมื่อ 2 มิ.ย. 2024
  • Jeff Currie, Carlyle chief strategy officer of energy pathways, joins 'Squawk Box' to discuss the commodity price trends, the impact of surging commodities on inflation, state of the oil market, record gold rally, and more.

ความคิดเห็น • 50

  • @StuDiego613
    @StuDiego613 หลายเดือนก่อน +173

    Everyone has been preaching "buy now, stocks are at a discount" but I've been buying stocks since the beginning of the year and yet nothing's changed, but I've been reading articles of people still in the same market pulling off over 350k in just a couple months, what am i doing wrong?

    • @romeoLucia189
      @romeoLucia189 หลายเดือนก่อน

      If you're new to investing or don't have much time, it's best to get advice from an expert. Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.

    • @shukriCamila
      @shukriCamila หลายเดือนก่อน

      Keeping money in the bank is like paying banks and the Govemment. Here's how it works: The bank gives out your money as loan, and charge interest obviously higher than inflation rate, and then give you, the depositor, interest lower than inflation rate. That means net loss for you. That is why I prefer to invest, and on average, my advisor makes returns that always beats inflation!

    • @cherieElena-vb6il
      @cherieElena-vb6il หลายเดือนก่อน

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    • @otmanMaya513
      @otmanMaya513 หลายเดือนก่อน

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  • @shellywhite2145
    @shellywhite2145 หลายเดือนก่อน +154

    What are the best additions to a $500k portfolio to boost performance?, ETH is Up and will do better, I believe as indicators for profits continue to improve. investors like me believe that “Santa has come early” to the markets

    • @laurawheeler-zh8gv
      @laurawheeler-zh8gv หลายเดือนก่อน

      I think you're better off with majority investment in bitcoin and uprising equities cos they always outperform. Alternatively speaking to a certified market strategist can help with pointers on which to acquire

    • @shellywhite2145
      @shellywhite2145 หลายเดือนก่อน

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    • @laurawheeler-zh8gv
      @laurawheeler-zh8gv หลายเดือนก่อน

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    • @shellywhite2145
      @shellywhite2145 หลายเดือนก่อน

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  • @grandmiserthe3rd434
    @grandmiserthe3rd434 หลายเดือนก่อน +11

    Gold is money . Everything else is credit . ..................( J.P. Morgan 1912 ) .....!!!

    • @danielhutchinson6604
      @danielhutchinson6604 หลายเดือนก่อน

      If only a small number of Individuals have it,
      what are the rest of the Population supposed to do?
      Fools and their Gold can comfort each other.

    • @billg5522
      @billg5522 หลายเดือนก่อน +1

      Silver works to.

    • @billg5522
      @billg5522 หลายเดือนก่อน

      ​​@@danielhutchinson6604 they are selling gold ( was just in articles the other day ) at Costco, so yeah it's just for the elite few🤣😂🤣

    • @DreamWarden-nb2uq
      @DreamWarden-nb2uq หลายเดือนก่อน +2

      Silver has more upside than gold

    • @billg5522
      @billg5522 หลายเดือนก่อน

      @@DreamWarden-nb2uq I have a safe and deposit box with it, so I agree, but I still have gold to.

  • @MonetaryRebel
    @MonetaryRebel หลายเดือนก่อน

    Seriously important and relevant things that Jeff Currie is bringing up here.
    Gold is going up with bond yields and oil, which = Inflation & Geopolitical Risk ; both of which, the stock market thinks are of no concern, for now.

  • @larryhorowitz6690
    @larryhorowitz6690 หลายเดือนก่อน +1

    Dan Tapiero tweeted on X his take on why gold is rallying beyond expectations- the ballooning US and global debt and deficits. The media coverage of Dalio and other major economic icons, plus Powell and the CBO all saying the deficits are unsustainable causes concern about the financial stability of the economic system, driving interest in gold.

  • @method341
    @method341 หลายเดือนก่อน +3

    Oil copper gold uranium aluminium all going up....just need iron ore to go up

  • @user-su7dn9kn3s
    @user-su7dn9kn3s หลายเดือนก่อน +5

    this guy knows his sh..

    • @kelkelly9038
      @kelkelly9038 หลายเดือนก่อน

      He's been wrong way more than right.

    • @user-su7dn9kn3s
      @user-su7dn9kn3s หลายเดือนก่อน

      what's not right,? that we haven't sustained $100 oil? 4 years ago you had to pay someone to take oil. today it's comfortably averaging in the $80s, the energy equity players have tripled, gold/silver is up 30%/50%, copper is at $10k.Not really sure what report card precision you are referring to.... Now I would be more cautious on ag commodities, and his go forward take that the commodity (ie oil) may be better than the equity given the supply demand constraint impact on price. Plus, these many of these assets zig a bit when the rest of the equity market zags so you get volatility damping. They may not be the "best" play, but they have been a very good play to date.@@kelkelly9038

  • @ahmedalsharman
    @ahmedalsharman หลายเดือนก่อน +7

    Gold will end the year around $3200

    • @Malo742
      @Malo742 หลายเดือนก่อน

      😂 no way man

    • @RobEGR19
      @RobEGR19 หลายเดือนก่อน +1

      Gold will preform just okay. Gold miners will produce up to their cost of production. If demand for gold increases to drive up the price of gold counter to the supply….then the miners now can produce more. Once that additional gold enters the market it will bring down the demand and price. There’s not a shortage of gold only a cost to produce.

    • @ahmedalsharman
      @ahmedalsharman หลายเดือนก่อน

      @@RobEGR19 I will not buy the mining stocks now , as they experiencing huge cost of production and very high labor cost .. I just buy bullion

    • @-_MR666_-
      @-_MR666_- หลายเดือนก่อน

      ​@@RobEGR19mate, don't put so much effort in telling. They won't understand and still argue baseless that gold will be +3k...

  • @Carlos-im3hn
    @Carlos-im3hn หลายเดือนก่อน +1

    interest rates are only going up especially with high real inflation higher than 5%.
    CRB Commodity index and tangibles are all going higher.
    India silver imports and purchases are 5x higher than in 2024 versus 2023.

  • @69pepe420
    @69pepe420 หลายเดือนก่อน +1

    goooo BITCOIN

  • @moshebmoshe
    @moshebmoshe หลายเดือนก่อน +3

    Becky and these smug anchors are sooooo annoying think they are so important

  • @far1762
    @far1762 หลายเดือนก่อน +1

    Asa crezy acum dar realitatea e alta nu voy da o lista e lunga gogule😮😅

  • @pjhimself252
    @pjhimself252 หลายเดือนก่อน

    Inflation figures don’t include energy or food. Those in charge have been lying to us by excluding these factors through we all use/need them.

  • @KarenNaytowhow
    @KarenNaytowhow หลายเดือนก่อน

    Oil prices will go down when we start producing and flood the market price will go down too

  • @richardrodriguez-dj1xn
    @richardrodriguez-dj1xn หลายเดือนก่อน +2

    Hyperinflation is Coming.

  • @cybermercsix3171
    @cybermercsix3171 หลายเดือนก่อน +1

    Bitcoin is the best commodity.

  • @Arid379
    @Arid379 หลายเดือนก่อน +1

    Im broke

  • @whatyousaid1375
    @whatyousaid1375 หลายเดือนก่อน

    The rise of CPI align with US 2024 invent new economy concept & strategy. Cheap & good quality products are overcapacity, hurt global consumers & economy.
    Expensive products drive up CPI which is good for US economy😊

  • @far1762
    @far1762 หลายเดือนก่อน

    Ce c vad ept o, zy😮

  • @Spotgroomer
    @Spotgroomer หลายเดือนก่อน +1

    sigh

  • @rdg7250
    @rdg7250 หลายเดือนก่อน +2

    Lil bro always wrong

  • @julesdupontiii
    @julesdupontiii หลายเดือนก่อน +1

    Bitcoin halvening 4/20

  • @user-ol7tl1vf5m
    @user-ol7tl1vf5m หลายเดือนก่อน

    The key word (Fiat ) here is silent. The greater populace will question why they are participating in a currency that is stealing from them.

  • @kyungshim6483
    @kyungshim6483 หลายเดือนก่อน +3

    This guy's compensation must be tied to commodities.

    • @drscopeify
      @drscopeify หลายเดือนก่อน

      Yup thats a major part of people who are interviewed on financial media.... Most preach what they sell, just trying to get more customers... Its pretty freaking dirty.

  • @danielhutchinson6604
    @danielhutchinson6604 หลายเดือนก่อน

    The Commodities are now behind a BRICS Wall.
    70% of available resources now appear to be among that Trade Group's Nations.
    The cost of doing business is increasing according to the wishes of the Russians and China.
    The G-7 Nations Colonial Empires have become lost to a Trade Union.
    The Currency will be the next item that appears to be losing value.
    As all the contemporary effects face a future that does not benefit from
    Military Threats,
    we do need to consider the alternatives......

  • @gregweiss9359
    @gregweiss9359 หลายเดือนก่อน

    Great guest, horrible interviewer as usual on cnbc

  • @M3ta1
    @M3ta1 หลายเดือนก่อน +1

    There is no second best. 🟠