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!
__
Follow Tony Greer: https://x.com/TgMacro
Follow Felix: https://x.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Follow Blockworks: https://twitter.com/Blockworks_
—
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
__
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.
