Why Energy Is the Most (Geo)Political Market, With Tony Greer

The Breakdown

Blockworks

Investing, Business

4.8 • 786 Ratings

🗓️ 29 October 2022

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This episode is sponsored by Nexo.io, Circle and FTX US. In this interview, NLW chats with Tony Greer, a veteran trader and author of the Morning Navigator newsletter. They discuss energy markets, inflation and geopolitics. Find our guest on Twitter: @TgMacro - Nexo Pro allows you to trade on the spot and futures markets with a 50% discount on fees. You always get the best possible prices from all the available liquidity sources and can earn interest or borrow funds as you wait for your next trade. Get started today on pro.nexo.io. - Circle, the sole issuer of the trusted and reliable stablecoin USDC, is our sponsor for today’s show. USDC is a fast, cost-effective solution for global payments at internet speeds. Learn how businesses are taking advantage of these opportunities at Circle’s USDC Hub for Businesses. - FTX US is the safe, regulated way to buy Bitcoin, ETH, SOL and other digital assets. Trade crypto with up to 85% lower fees than top competitors and trade ETH and SOL NFTs with no gas fees and subsidized gas on withdrawals. Sign up at FTX.US today. - Enjoying this content? SUBSCRIBE to the Podcast Apple: https://podcasts.apple.com/podcast/id1438693620?at=1000lSDb Spotify: https://open.spotify.com/show/538vuul1PuorUDwgkC8JWF?si=ddSvD-HST2e_E7wgxcjtfQ Google: https://podcasts.google.com/feed/aHR0cHM6Ly9ubHdjcnlwdG8ubGlic3luLmNvbS9yc3M= Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW - “The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell and research by Scott Hill. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. Music behind our sponsors today is “War” by Enoch Yang. Image credit: Malte Mueller/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8.

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome back to The Breakdown with me, NLW.
0:09.2	It's a daily podcast on macro, Bitcoin, and the big picture power shifts remaking our world.
0:15.0	The breakdown is sponsored by nexo.io, Circle, and FtX, and produced and distributed by CoinDesk.
0:22.7	What's going on, guys? It is Friday, October 28. I am so excited for this one.
0:28.0	Tony Greer has been a macro trader for 30 years, and for the last 15, has been bringing his
0:32.3	insights to market with his morning navigator newsletter. Before we get into that, however, if you
0:36.7	are enjoying the breakdown, please go subscribe to it,
0:39.2	give it a rating, give it a review, or if you want to dive deeper into the conversation,
0:42.8	come join us on the Breakers Discord.
0:44.8	You can find a link in the show notes or go to bit.ly slash breakdown pod.
0:48.8	Also a disclosure, as always, in addition to them being a sponsor of the show, I also work
0:52.7	with FTX. All right, folks,
0:55.5	Tony Greer has spent a ton of time on commodities and energy and thinks a huge amount about the
1:00.9	geostrategic and geopolitical dimensions of the markets. Obviously, if you're listening to this show,
1:05.4	you know that's right up my alley. In this conversation, Tony's triumphant return to the breakdown,
1:10.4	he lays out how the last two years of U.S. domestic and global politics have shaped the fossil fuel markets in both transparent and opaque ways.
1:20.0	All right, Tony, welcome back to the breakdown. How are you doing, sir?
1:24.0	Nathaniel, thanks for having me, man. How are you? I'm great. I'm excited to chat. I'm excited to get your
1:29.1	your thoughts on things. I think people are doing a lot of catching up on and learning about
1:33.8	parts of the market that they might not have understood or felt like they need to understand
1:38.1	over the course of this past year. And I think there's got some particular insights there that dive into. So I'm excited to
1:46.3	have you here. Awesome, man. I hope I can help in some way. It's a complicated world out there,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Blockworks, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Blockworks and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.