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TG Tuesday live without a net with Tony Greer. Tony, welcome to the show.

Slash Bennington. What's happening, man? How are you?

I'm good, man. It's always good to have you back. I look forward to these.

It's great to be here with oil on the highs, isn't it?

It sure is. Talking of which jump in. We were talking a little bit off camera.

What's on your mind right now?

Well, I feel like we are in the middle of the non-linear inflation trade, right?

You're going to have momentum players like me piling into the natural resources space.

And you're going to have central bankers like Jerome Powell saying that, you know,

just relax everybody. This inflation that you see on the screens is transitory with no,

with no academic background behind that whatsoever.

And so what I kind of see developing ash is a battle of the transitory inflation fed

versus the narrative of the sort of transitory my ask group, right?

If you will, which includes, by the way, Polter to Jones now, Jamie Diamond, Jeremy Weir,

the CEO of Trafigura, the biggest commodity merchant in the country in the world.

And so that is sort of a side of the trade that I am not going to fail.

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