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533 Inflation, Oil, and the Great Rotation w/ Tony Greer

Going Deep with Aaron Watson

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The Inflation of the Financial Markets

The central bank profligacy of the last ten years or 20 years, and the biden administration's attack on energy supply. Record low access to capital will help amazon borrow at sub two%. It used to be a day where the biggest oil company was like the best client that the bank could lk unto. And that has receded significantly. So with all that being said, you are a trader. You have a background trating it at goldman sak and u b sd and these other kind of blue chip environments. What does, how does that practically apply to the business that you run and the portfolio that you manage?

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