Tony Greer: Commodities Going Full Steam Ahead.
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 19 May 2021
⏱️ 51 minutes
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| 0:00.0 | I'm doing great, man. Totally psyched to do this show. Always enjoy this. By the way, I should say, it's a lot of fun doing these with you. Every other Tuesday live on the |
| 0:15.1 | on the platform. It's just really fun. I think people are getting to know us. We're finding entirely new audience here. They're getting to us. We're getting to know them. I'm just really |
| 0:22.8 | enjoyed doing these with you. Tony. So do I book every other Tuesday out 10 years. Ash I'm ready to go. Awesome. We're really trying to get to know you guys right now. We're really really trying to |
| 0:29.8 | on YouTube live on the platform. It's just really fun. I think people are getting to know us |
| 0:34.2 | with finding entirely new audience here. They're getting to know us. We're getting to know them. |
| 0:38.2 | I just really enjoy doing these with you Tony. So do I, I booked every other Tuesday out 10 years, |
| 0:42.8 | Ash. I'm ready to go. Awesome. I'll see you until 2032. No problem. Let's jump right in. I |
| 0:48.9 | got to be honest with you, man. Just between you and me, I have literally been in the crypto |
| 0:53.0 | weeds for the, basically since the weekend, since the volatility started happening in Bitcoin, |
| 0:58.1 | talked to me, Tony, what am I missing in capital markets? B.I. sure, but walk me through. |
| 1:02.2 | Oh, okay. Well, if you want to go into the regular markets now, back from your futuristic |
| 1:07.2 | electric money world for a moment, if we will, you know, I think the major thing for me coming into |
| 1:13.2 | this week is that we survived that massive inflation scare last week, right? I was thinking about |
| 1:20.6 | having set that up for us, Tony, for people who didn't watch those prints come back. |
| 1:24.5 | Yeah. So last week, we got that big, you know, headline inflation number where we got, you know, |
| 1:31.4 | the scary number that we got a 0.9% month over month rise in X food and energy CPI, right? That |
| 1:41.8 | 0.9% gain was the biggest month over month gain in CPI X food and energy since 1981, right? |
| 1:50.9 | So what happened when that headline number hits the tape now, this is the first headline, |
| 1:57.1 | the whiff of real headline inflation that we're getting in the CPI data. |
| 2:01.4 | So what happens is you've got the market-based inflation expectations start absolutely |
| 2:07.4 | quivering right to the highs, right? They see it on the tape and now they have no choice but to have |
| 2:12.5 | these large magnitude inflation anticipation moves. What, what did you see there, by the way, |
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