{"podcast":{"title":"The HC Commodities Podcast","slug":"the-hc-commodities-podcast-1242341","podcast_index_feed_id":1242341,"rss_url":"https://feeds.simplecast.com/QXaWSc4o","website_url":"https://www.hcgroup.global/","image_url":"https://image.simplecastcdn.com/images/bc8f2a4b-bd5a-4f0e-ad64-7fa59698e65d/a85833c2-463c-48a7-b364-5972dd671c12/3000x3000/hc_podcast_logo_300th_anniversary_post_event.jpg?aid=rss_feed","author":"Paul Chapman, HC Group","episode_count":340,"summary":"Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tackle topical and people related issues with the leaders and leading minds in our sector. Visit www.hcgroup.global more information on us and our services. To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/","last_synced_at":"2026-07-15T10:20:01.321788+00:00","page_url":"https://stenobird.com/podcast/the-hc-commodities-podcast-1242341"},"episode":{"title":"Molecular Contagion with Jeff Currie","slug":"molecular-contagion-with-jeff-currie","published_at":"2026-03-18T17:09:05+00:00","page_url":"https://stenobird.com/podcast/the-hc-commodities-podcast-1242341/molecular-contagion-with-jeff-currie","show_page_url":"https://stenobird.com/podcast/the-hc-commodities-podcast-1242341","url":"https://www.hcgroup.global/","audio_url":"https://dts.podtrac.com/redirect.mp3/cdn.simplecast.com/media/audio/transcoded/911da7df-97ee-4074-95b8-cb7db4fd953e/f16f4497-1462-46a1-9e27-57c332c5c121/episodes/audio/group/c4134d40-a368-40f9-951c-19100db7146c/group-item/d5004c8a-e0c3-435d-96a1-96821a2e2e44/128_default_tc.mp3?aid=rss_feed&feed=QXaWSc4o","summary":"We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if ever. What happens when financial markets - both for oil and more broadly catch up to the physical reality? Molecule Contagion as our guest for this special episode Jeff Currie of Carlyle puts in. The revenge of the old economy just got teeth and the ramifications are being discounted at best and denied at worst. What are the longer term impacts of the events in the Gulf. Accelerating decoupling, de-dollarization and a shot in the arm for the energy transition. The only safety....HALO stocks.","meta_description":"We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if ever.…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2604,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-hc-commodities-podcast-1242341/episodes/molecular-contagion-with-jeff-currie/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-hc-commodities-podcast-1242341/molecular-contagion-with-jeff-currie.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}