Joining Stephanie and Grant for episode 11 of The Super Terrific Happy Hour is Tony Greer of TG Macro.
Beginning with Tony’s days at the storied commodity trading house, J. Aron, he walks us through his experience of both trading a previous tech bubble (and the questionable decisions it prompted), a resurgent commodity complex (and the regrets it fostered) and the invaluable lessons he learned from both.
From there, Tony walks us through his current thoughts on the red-hot commodities sector, picking what he thinks will be the winners and potential losers if, as many fear, inflation finally returns and gains the upper hand.
As a reminder, Copper and Silver subscribers to my website have access to all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game. Silver subscribers also get my monthly newsletter Things That Make You Go Hmmm....
Sign up at www.grant-williams.com today to become a part of our fast-growing community.
Your view of finance will never be the same again.