Tony Greer - 'The Great Rotation': Exiting Technology & Buying Hard Assets

Tony Greer is the founder of TG Macro, an independent research firm that provides thought-provoking, insightful market analysis to institutional and retail clients alike.

Tony has been trading for 30 years, initially at Sumitomo bank in 1992, as the Quantum fund bet against the Bank of England, before really honing his craft at Goldman Sachs, after a 2-year spell at UBS from 1995.

We discuss ‘The Great Rotation’, a term coined by Tony to define the fundamental pivot away from big technology stocks, the darlings of investor portfolios for the past decade, into hard assets. Tony identifies the tailwinds bolstering the long-term performance of natural gas, oil, and commodities – a trend he expects is very much here to stay. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

-----

The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.