"Get Long And Buckle Up." Jeff Currie Explains How To Play The "The Most Asymmetric Trade In Modern Financial History."

Jeff Currie (former Goldman Sachs commodities chief) says markets are still ignoring a trade he believes could be a major winner, arguing he has correctly called prior commodity supercycles ahead of broader investor recognition. The piece frames his current stance as increasingly forceful, implying a constructive outlook for the referenced commodities trade, but provides no specific figures or market-moving catalysts.

Analysis

Jeff Currie (former Goldman Sachs commodities chief) says markets are still ignoring a trade he believes could be a major winner, arguing he has correctly called prior commodity supercycles ahead of broader investor recognition. The piece frames his current stance as increasingly forceful, implying a constructive outlook for the referenced commodities trade, but provides no specific figures or market-moving catalysts.