Once you realize it’s all nonsense then it all makes sense.
A couple days ago, I had fellow Substack author
on the podcast. He writes over at Reminiscences of a Shrub Operator, and if you don’t already follow him, you should. He’s clearly the most talented trader in the plant kingdom, but we had a great conversation on different commodities, the market, and several stocks of interest. He’s also a very entertaining follow on Twitter.Podcast Summary
His preferred way to get exposure to oil, and what it takes for geopolitical risk to get priced into oil markets.
The Trump trades, and how a Trump win might be worse for deficits, bonds, and the dollar.
Why platinum is his preferred precious metal inflation hedge, Costco’s COST 0.00%↑ (yes, that Costco) potential impact on a platinum bull market, and how platinum is trading at the widest discount to gold in history.
His thoughts on several coal stocks, including Peabody Energy BTU 0.00%↑ and Warrior Met Coal HCC 0.00%↑, and the outlook for metallurgical vs. thermal coal.
Why tin is one of his favorite under the radar opportunities in the commodities space.
His thoughts on broader markets, what he’s looking for to get bearish, and why investors should keep an eye on China.
Book Recommendation: The Gambler by Fyodor Dostoevsky.
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