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.
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 From the Guest
- Website: TgMacro.com;
- Twitter/X: @TgMacro;
- Substack: @TgMacro.
Not investment advice.