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EssentialDaily Briefing

Tony Greer on Oil's Surge, Liquidity Bonanzas, and "Inflation Hedge Paradise"

Featuring Haley Draznin, Ash Bennington, and Tony Greer

Jan 05, 2021 • 33 minutes

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Essential

Daily Briefing

Tony Greer on Oil's Surge, Liquidity Bonanzas, and "Inflation Hedge Paradise"

Ash Bennington welcomes back Tony Greer of TG Macro to share his thoughts on the first rally of the new year.

Featuring Haley Draznin, Ash Bennington, and Tony Greer

Jan 05, 2021 • 33 minutes

Real Vision senior editor Ash Bennington welcomes back Tony Greer of TG Macro to share his thoughts on the first rally of the new year. Tony arrives in high spirits as the eye-popping gains of crude oil, iron ore, and nickel authenticate his bullish-commodities thesis. He eyes the agricultural grain commodities such as wheat and corn for entry points and tells Ash why the ISM Manufacturing reading of 60.7 shows him why inflation isn’t just on the horizon but is in fact already here. Ash provides context on Chinese demand for commodities and Saudi Arabia’s unilateral output cut of oil. Lastly, Tony broadens his gaze to the macro picture, declaring that the ultra-dovish policies of the Federal Reserve are creating a “liquidity bonanza” that is rendering commodities an “inflation hedge paradise.” In the intro, Real Vision’s Haley Draznin reports on tonight’s two runoff senate elections in Georgia and their potential market impact. Show More

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

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