Yesterday I had John Polomny on the podcast for a wide ranging conversation on markets and current events. We got into broad markets, opportunities in the commodities sector and international markets, and some of the political shifts on the horizon. If you’re interested in where markets and the world are probably headed over the next several years, you will enjoy this one. You can find John’s Substack below, and you can also find him on Twitter.
Podcast Summary
* His view on broader markets, passive investing, and the overvaluation in the US.
* What he is seeing with precious metals, and why he has been trimming some positions.
* Why he has a contrarian view on the economy, and why he doesn’t think we are heading into a recession.
* How liquidity and sentiment move markets.
* The bullish contrarian view in energy and which subsectors he finds attractive.
* Why he sees higher oil prices down the line, and why he favors offshore oil services to onshore.
* Residential real estate being overvalued, and why he avoids it for the most part.
* Other undervalued opportunities in international markets.
* The major political shifts happening, and controlled opposition in the media.
* Why Europe is in a worse situation than the US.
* Book Recommendation: People Of The Lie by M. Scott Peck.
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