Jeff Currie (Carlyle) — $83 Crack Spreads & Why Canadian Oil Became Valuable

(Recorded August 13, 2026). This episode we are joined by Mr. Jeff Currie - Chief Strategy Officer at Altis Partners and Senior Advisor to Carlyle, a global investment firm with ~$485 billion under management. Mr. Currie is also Executive Co-Chairman of Abaxx Markets, a co-founder and non-executive director of 1947 Oil & Gas, a director of Borr Drilling, and Chair of the Advisory Group at the Energy Policy Institute at the University of Chicago. Mr. Currie is the former Global...