Dollar Dump Breathes New Life Into Commodities

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 21 April 2021

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Apr20,2021: Tony Greer of TG Macro joins Real Vision crypto editor Ash Bennington to update his thesis on commodities and interest rates as the U.S. economy continues to roar. Greer makes sense of a surging equity market that backed off today and argues that commodities will continue to perform in a “liquidity parade” set by a combination of the U.S. Treasury and the Federal Reserve. Greer analyzes falling yields and a falling dollar and connects the rise in financing costs to the slump in cannabis equities. Greer covers the resurgent bull markets in grain, iron ore, and oil, contending that monetary authorities are pouring “kerosene” on these assets Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Do you hear that?
0:05.5	It might sound like nothing to you, but it's actually the sound of nuclear, wind and
0:10.0	solar energy.
0:11.0	At EDF, we're busy generating more British zero carbon electricity than anyone to help
0:16.8	keep future energy costs down for everyone and help cut UK carbon emissions to nothing.
0:22.6	Sound good to you?
0:24.2	Find out more about our zero carbon generation at EDFenergy.com slash help in Britain.
0:42.6	DXY turns south, treasuries in transition, and we talk the Bitcoin dip.
0:48.2	Also, by the way, happy 420, I'm feeling we're going to hit cannabis stocks.
0:54.0	Welcome back.
0:55.0	Tony.
0:56.0	Ash, it's great to be here.
0:57.0	We're going to have to talk about them today, aren't we?
0:59.0	Yeah.
1:00.0	It's kind of, it's kind of like required mandatory today, I'd say.
1:05.0	Absolutely.
1:06.0	So Tony, what's going on?
1:07.0	What's on your mind?
1:08.0	What are you thinking about?
1:09.0	We hit those points coming in.
1:10.0	I know you've got thoughts.
1:11.0	Yeah, you know, there was a big change, a big sea change last week, Ash, that we need
	...

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