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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Weathering Inflation with Commodities w/ Tony Greer

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6592 Ratings

🗓️ 10 March 2023

⏱️ 47 minutes

🧾️ Download transcript

Summary

Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro.   IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:58 - How Tony views the current market landscape and what investors can do to benefit. 29:31 - What commodities Tony expects to perform well in an inflationary environment. 29:31 - The five classes of hard assets Tony considers to hedge inflation. 35:29 - What funds to consider for investors wanting to own a basket of commodities for overall exposure to the asset class. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Related Episode: Listen to MI068: Investing In Commodities w/ David Morgan, or watch the video. Related Episode: Listen to MI126: A Rational Approach to Investing w/ Tobias Carlisle, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Tony: Website | LinkedIn | Twitter  Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TIP. On today's show, we've started to reshare some older episodes that are my

0:06.2

favorite for a few reasons. One, we get a bunch of new listeners each week, so the new listeners

0:12.2

may not have heard this episode before. Two, even if you've been listening for a while,

0:17.7

you may have missed this episode when it originally came out. Or three, even

0:22.2

if you've heard it before, it can be a great episode to learn from again. If you've already

0:26.8

heard this episode or you're not interested in hearing it, feel free to just skip it. There's

0:30.8

no harm in that, and you could pick up with our new episodes next week. All right, guys,

0:35.1

that's all I had for you for this new intro. Everything going forward

0:39.0

is going to be from the original show. Hope you guys enjoy it. On today's episode, I'm joined by

0:47.4

Tony Greer. Tony is an experienced trader with 25 years under his belt and the founder of TG Macro,

0:53.9

which is an independent research firm,

0:55.7

where he writes a daily newsletter. During the episode, Tony and I discuss the current market

1:00.6

landscape, how Tony is positioning himself going into 2022, what Tony expects for inflation over the

1:07.1

coming year, what commodities Tony expects to perform well in an inflationary environment,

1:12.1

the five classes of hard assets that Tony considers as inflation hedges and much, much more.

1:17.8

Without further delay, let's dive right into this week's episode with Tony Greer.

1:22.8

You're listening to Millennial Investing by the Investors Podcast Network,

1:26.9

where your hosts, Robert

1:28.6

Leonard and Clay Fink, interview successful entrepreneurs, business leaders and investors to help

1:34.4

educate and inspire the millennial generation.

1:43.0

Welcome to the Millennial Investing Podcast. As always, I'm your host, Clay Fink. And on today's show,

1:48.9

I'm joined by Tony Greer. Tony, pleasure having you on the show. Thanks for having me on,

...

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