Tony Greer, founder of TG Macro, sits down with Roger Hirst for an hour-long masterclass on trading through the 'potential' reflation trade.
The discussion includes the current macro setup, a commodities-driven market, including oil, natural gas, uranium, and precious metals, as well as Tony's mindset for trade execution.
Roger and Samantha explore the 2024 outlook for equities, bonds, and the US Dollar, the outlook for wage inflation, and the unintended consequences of the BoJ's monetary policy.
