Yesterday I had Trader Ferg back on the podcast to talk about different opportunities he sees in the market today. We got into the disruptions in the Middle East and which areas of the market might benefit, but we also talked about precious metals, the circular AI spending, and agricultural commodities. You can find Ferg’s Substack below.
Podcast Summary
Why he favors oil services names with exposure to offshore equipment.
The circular nature of AI spending and the competition with China on AI.
Why exchanges are a great way to get exposure to other markets outside of the US.
His thoughts on inflation and what it means for the dollar.
Why he is partial to platinum group metals in the precious metals complex.
Almonds as an interesting place to look inside the agricultural complex.
The rest of the agricultural commodities, and why it is difficult to play with direct exposure to the commodities.
Book Recommendation: The Entropy Trap by Mickey Maini.
