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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 1 of 1

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 1 of 1

MacroVoices #521 Jeff Currie: The Great Rotation

> "*We've weaponized the periodic table.*" - Jeff Currie (Discussing deglobalization and the curtailing of critical mineral supply chains) [[00:06:18]](https://www.youtube.com/watch?v=uhpECa_XaBA&t=0h6m18s) > "*Anything that has a carbon hydrogen into it have really struggled... What do these organic chemistry commodities all have in common? Affordability. They drive inflation.*" - Jeff Currie (Explaining the…

Mar 2, 2026·Carlyle
MacroVoices #521 Jeff Currie: The Great Rotation
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Carlyle
Commodities
Jeff Currie
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Macro / EconomicsMacro VoicesPodcast

MacroVoices #521 Jeff Currie: The Great Rotation

"We've weaponized the periodic table." - Jeff Currie (Discussing deglobalization and the curtailing of critical mineral supply chains) [00:06:18](https://www.youtube.com/watch?v=uhpECa_XaBA&t=0h6m18s)

"Anything that has a carbon hydrogen into it have really struggled... What do these organic chemistry commodities all have in common? Affordability. They drive inflation." - Jeff Currie (Explaining the…

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UJ
Mar 2, 2026