Odd Lots

Bloomberg

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Categories: News & Politics

Listen to the last episode:

Copper has long been touted as a big winner from the world's drive towards electrification. All those electric vehicles and new grids need lots of the metal to work. At the same time, since it takes years for new copper mining capacity to actually come on stream, many people expect a long-term shortage of the metal to materialize. But despite all that excitement, copper prices actually fell over the past few years. Now, copper bulls are getting another chance as the metal surges towards a new record. So why didn't the thesis play out before? And what does the mismatch between short-term prices and long-term supply actually mean for the world? In this episode, we speak to Jeff Currie, a long-time copper bull and commodities veteran who's now at Carlyle Group. We talk to him about why copper is his highest-conviction trade ever, plus the outlook for oil and big changes in petrodollars.

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Previous episodes

905 - Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever
Fri, 17 May 2024

904 - Pierre Andurand Says the World Could Run Out of Cocoa Inventories
Thu, 16 May 2024

903 - Viktor Shvets on How the Fed Has Become a Prisoner of Its Own Making
Mon, 13 May 2024

902 - Lots More With Brad Setser on the Yen, a New China Shock and Excavators
Fri, 10 May 2024

901 - Hugh Hendry on the "Terrifying" Yen Move, and Risk of "Mad Max" Deflation
Thu, 09 May 2024

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