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Hedgeye Podcasts
Hedgeye Investing Summit: "Smartest Guy in the Room Talks Gold, Crypto & Manias" with Josh Crumb
Oct 25, 2018
Josh Crumb, currency and metals strategist, discusses the surprising move in energy, speculating in the cannabis market, the authenticity of cannabis dialogue, special drawing rights and Chinese stimulus impact, analyzing PPI and CPI, unwinding tech and momentum, liquidity concerns, and understanding credit spread risk and the role of gold.
48:24
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Quick takeaways
- Energy assets have strong performance while metals underperform in the current market setup.
- Gold and copper influence currencies, terms of trade, and the overall macro economy.
Deep dives
The impact of quantitative tightening and the shale revolution on macroeconomics
The podcast discusses the effects of quantitative tightening in the US dollar and the shale revolution on macroeconomics. It highlights the importance of energy in the role of currencies, commodities, and the overall macro economy. The speaker emphasizes the strong performance of energy assets and the underperformance of metals, both precious and base, in the current market setup.
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