The End of Globalization: Why Abundance Is an Illusion with Jeff Currie

Podcast: The Great Simplification with Nate Hagens · Nate Hagens

Opublikowano: 2026-07-29

For three decades, most of Wall Street has treated energy and commodities as a rounding error, or as a small slice of the portfolio rather than the physical foundation everything else runs on. But in mid-2026, with the Strait of Hormuz disrupted, tankers burning in the Red and Black Seas, and nearly half of Russia's refining capacity knocked offline, that complacency is being tested in real time. The noise around increasing crude oil prices is loud, but this week's guest argues that the signal beneath it – the decline of refined products like diesel and jet fuel – is already sounding the...