Artwork

Contenuto fornito da Nathaniel E. Baker. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Nathaniel E. Baker o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Player FM - App Podcast
Vai offline con l'app Player FM !

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

34:25
 
Condividi
 

Manage episode 442994393 series 2516750
Contenuto fornito da Nathaniel E. Baker. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Nathaniel E. Baker o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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
  continue reading

136 episodi

Artwork
iconCondividi
 
Manage episode 442994393 series 2516750
Contenuto fornito da Nathaniel E. Baker. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Nathaniel E. Baker o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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
  continue reading

136 episodi

Tutti gli episodi

×
 
Loading …

Benvenuto su Player FM!

Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.

 

Guida rapida