The Contrarian Investor Podcast

The Bull Case for Industrial Commodities, AI, and More, With Tony Greer

Oct 1, 2024

34:25

Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more.

This podcast was recorded on Wednesday, Sept. 25, 2024, and was made available to premium subscribers the next day. More information on premium subscriptions is available on our Substack. There are a few points in this episode where adult language is used. Listener discretion is advised. Content Highlights

Why energy commodities, precious and base metals are all set up to rally (1:31);
China's stimulus package boosted industrial metals. The bounce should not be limited to the short term... (4:57);
There are a number of ways to express the 'long commodities' trade. ETFs may be the simplest... (8:59)
The bullish case for uranium (10:37);
Don't fade the AI story (14:20);
The inevitable cryptocurrency discussion (17:04);
Background on the guest (22:30);
Listener question: What's the inflection point for a move higher in industrial commodities? (26:10);
Election discussion (28:17).

More Information on the Guest