The Independent Speculator Goes Macro, Talks Commodities
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Lobo Tiggre

July 19, 2022

In this Resource Talks interview, Antonio Atanasov wanted to know how I explain the seemingly wacky market trends in the resource sector today—and what that might tell us about what's coming next. This resulted in a more macro conversation than we usually have, but it's not all theory. I cover the big element from the stagflation of the 1970s that's still missing today, and more. (I'm not the only guest in this show, but I'm the first up.)

 

 

The Independent Speculator Goes Macro, Talks Commodities