Jeffrey Currie

Currie's career is marked by a series of bold, accurate calls that have shaped how investors think about commodities. He was one of the first to identify the commodity super-cycle in the 2000s and correctly called oil's surge above $100 a barrel. His "lower for longer" thesis in the 2010s was equally prescient. In 2020, he flipped to bullish again, predicting a new supercycle driven by supply underinvestment, a view that has since gained wide acceptance. These achievements have made him one of the most respected voices in commodity markets.