MI132: Weathering Inflation with Commodities w/ Tony Greer
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 593 Ratings
🗓️ 11 January 2022
⏱️ 47 minutes
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| 0:00.0 | You're listening to TIP. So that's where the rubber meets the road on the inflation trade is that, |
| 0:06.8 | you know, the grocery bill gets exorbitant, the gas bill gets exorbitant, the heating bill gets |
| 0:12.2 | exorbitant, and then the fear is that it takes away from discretionary spending. And then you |
| 0:19.1 | see some kind of weakness in retail or weakness |
| 0:21.6 | like that. And then what happens is the Federal Reserve has to come in and say, we've got to |
| 0:25.6 | add some accommodation to this economy here, et cetera, et cetera. So that's why I always, number |
| 0:31.4 | one, take it with a grain of salt. |
| 0:37.1 | On today's episode, I'm joined by Tony Greer. Tony is an experienced trader with 25 years under his |
| 0:42.8 | belt and the founder of TG Macro, which is an independent research firm where he writes a daily |
| 0:47.9 | newsletter. During the episode, Tony and I discussed the current market landscape, how Tony is |
| 0:53.4 | positioning himself going into |
| 0:54.9 | 2022, what Tony expects for inflation over the coming year, what commodities Tony expects |
| 1:00.6 | to perform well in an inflationary environment, the five classes of hard assets that Tony |
| 1:05.6 | considers as inflation hedges in much, much more. Without further delay, let's dive right into this week's episode with Tony Greer. |
| 1:14.0 | You're listening to Millennial Investing by the Investors Podcast Network, |
| 1:18.5 | where your hosts, Robert Leonard and Clay Fink, interview successful entrepreneurs, |
| 1:23.3 | business leaders and investors to help educate and inspire the millennial generation. |
| 1:34.3 | Welcome to the millennial investing podcast. As always, I'm your host, Clay Fink. And on today's show, |
| 1:40.2 | I'm joined by Tony Greer. Tony, pleasure having you on the show. Thanks for having me on, Clay. How are you doing today? |
| 1:46.5 | I'm great. Just getting my footing back together after the holidays. |
| 1:50.7 | Same, very much the same. It's been a wild ride in the markets through the holidays and |
| 1:54.8 | everything, all systems are going in the markets, it feels like. |
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