The bulk of the American fund investor lies in tech stocks. They've been positioned for dramatic deflation over the last decade or so, he says. That change is quite a bit likely to change if rates continue to rise and inflationary trading becomes more common. The five biggest stocks in the stock market are tech stocks; there's probably going to beNet net, a pullback in the stock indices if Apple, Microsoft, Google and Facebook back off because of higher rates.
Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:58 - How Tony views the current market landscape and what investors can do to benefit.
29:31 - What commodities Tony expects to perform well in an inflationary environment.
29:31 - The five classes of hard assets Tony considers to hedge inflation.
35:29 - What funds to consider for investors wanting to own a basket of commodities for overall exposure to the asset class.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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