Hedge fund manager Jim Roppel is an optimist. But he’s looking at a complicated picture, highlighted by war in Eastern Europe, rising inflation, and tightening monetary conditions. That’s why his portfolio is 80% cash and 20% gold, with the latter looking like the “Mona Lisa of charts” right now. At the same time, he believes we could be on the verge of another bull market. So his strategy is to follow the trend. Roppel talks with Mark Ritchie II about how studying charts and analyzing market data leads to better returns, why more “quantitative easing” by the Federal Reserve is theoretically possible, and where to look for opportunities. (The crypto space is a good starting point…) Recorded on March 10, 2022.