Jeff Currie Predictions
Executive Co-Chairman, Abaxx Markets
Track Jeff Currie's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[0:00] I I don't like to get into the numbers game, but you know, I I could see 10,000 gold and $300 silver. I don't think that's an unrealistic. By the way, and people had put out these numbers, OH MY GOD, he's crazy. Every super cycle we've been through in the one in the 70s and one in the 2000s, the price go of these commodities go up by 7x on average
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[0:00] I I don't like to get into the numbers game, but you know, I I could see 10,000 gold and $300 silver. I don't think that's an unrealistic. By the way, and people had put out these numbers, OH MY GOD, he's crazy. Every super cycle we've been through in the one in the 70s and one in the 2000s, the price go of these commodities go up by 7x on average
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[0:00] Do I want to be long oil, and do I want to be long the companies and you know, all of the associated assets to them? The answer is absolutely yes. And I'll always like to say, you know, get long, buckle your seatbelt, and hang on for the ride. Um, and that's it usually the case in commodities. There is a long-term story here that's very much intact. It's been pulled forward and stronger. Today's pullback gives you a buying opportunity that's probably I you know, it's a very unique opportunity right now today. You have a stronger fundamental picture on a already very bullish long-term outlook. So, I I'm I'm a buyer here.
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[2:53] you know, it's not going to make it past July or August. So, that's part of the reason they're rushing to try to get a deal done so quickly.
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[11:59] the risk is going to take longer than what people suspected and that's what happened with with COVID. Everybody was super bearish on oil thinking it's going to stay down these low levels forever. But what happens it just took a lot longer
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[26:59] the companies have dropped crazily. They're back to like January levels. That's why I like the companies better than the oil right now.
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[26:59] every valuation metric you look on it tells you that it's probably over the most important one I think that's overlooked is these tech guys now look like commodity guys. They produce AI compute... They're putting steel in the ground. These guys don't get People who put steel in the ground don't get 30-plus multiples. They get like 10 to 12.
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[26:59] Historically it's always been a rotation this rotation started in 21 22... it's a matter of time. They just I mean, every valuation metric you look on it tells you that it's probably over
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