The price of ammonia which goes into fertilizer is up 5X on the year. If it doesn't come off, your cereal box is going to cost 15 bucks. The Biden administration tipped their hand and they're going to be one stimulus plan after the next, right? They seem OK to send checks to people's homes. There are smart ways to wean yourself off of carbon emissions. You can do this very slowly and very methodically. But you can get base-load electricity power back down to the levels that it was at during call at Trump administration.
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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