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Episode 122 - Macro Market Investing Wisdom with Morning Navigator Editor Tony Greer
Manage episode 361685450 series 2919218
Christopher Decker and Jonathan Goldhill द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Christopher Decker and Jonathan Goldhill या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this episode of The Disruptive Successor Show, Jonathan features Tony Greer, the son of a trader, the Editor of The Morning Navigator, a newsletter for traders and investors, and the Founder of TG Macro. With his experience and insight, he provides fundamental, technical, and behavioral analyses of global markets.
He looks back on how investment has shifted to digital and the many reinventions he has had to meet the challenge. Now 35 years into his career, Tony provides valuable insights for family business owners looking to invest their assets and what SVB's blowup means for investing and saving today.
Tony talks about why gold became a preferred asset in recent times and what the predicted lowering of interest rates by the Fed means for your tech stocks moving forward. He also gives a surprising take on ESG (environmental, social, and governance) and why these stocks may not be what they seem at first glance.
HIGHLIGHT QUOTES
TONY: Why investing in gold has risen back in popularity
"I think that the precious metal trade is something that is finally a reflection of, number one, the fact that headline inflation is still with us. So gold is coming back into sort of becoming a smarter investment."
"And also because gold is going to be there when you get back, which is sort of unlike we can trust with our banking deposits now in the wake of that Silicon Valley banking story."
TONY: ESG is flawed as it funnels funds into the same stocks
"If you look into the top ESG stocks that are out there with the highest ratings, the highest environmental, social and governance ratings, they're companies like Apple and they're big companies that make smartphones."
"And they get high ranks on ESG. However, at the bottom of their lithium supply chain is a cobalt mine in the Congo where there are absolutely not humanitarian conditions taking place."
Connect with Tony:
LinkedIn | Twitter | Substack | Website
If you enjoyed today’s episode, please subscribe, review, and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com
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