Geopolitics and Investment Strategies in Energy and Metals

In this episode, Tony Greer joins the show to discuss his perspective on equities, the subsectors he’s trading, and his outlook on commodities. We also delve into the Trump trades, the metals market, and much more. Enjoy!

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Timestamps:

(00:00) Introduction

(00:40) Perspective on Equities, Rates, & Commodities

(06:38) Win-Win for Equities

(09:59) Election & Trump Trades

(13:48) A Trader's Market

(17:07) Fed & Macro

(20:09) Bond Yields & Volatility

(22:56) Market Sentiment Push & Pull

(25:09) Oil & Geopolitics

(30:31) Gold Market

(35:29) Precious & Base Metals

(37:57) FX Market

(39:04) Bitcoin & Crypto

(41:28) What Would Make Tony Bearish?

(43:03) Tony's Work

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.