It sounds like you're expecting a higher inflation environment in 2022. So what are your thoughts on diversifying into those hard assets such as commodities and which commodities do you believe will benefit that environment? Yeah, I've recommended that my clients have commodity exposure across energy based metals and grains. Once the energy price goes on a run like this, it's ahuge input into base metal making and a huge input into farming. It makes sense to be long. Some forms of those hard assets across the board, if you ask me.
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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