#118 - Tony Greer - 'The Great Rotation': Exiting Technology & Buying Hard Assets


Manage episode 330451281 series 2715815
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Tony Greer is the founder of TG Macro, an independent research firm that provides thought-provoking, insightful market analysis to institutional and retail clients alike.
Tony has been trading for 30 years, initially at Sumitomo bank in 1992, as the Quantum fund bet against the Bank of England, before really honing his craft at Goldman Sachs, after a 2-year spell at UBS from 1995.
We discuss ‘The Great Rotation’, a term coined by Tony to define the fundamental pivot away from big technology stocks, the darlings of investor portfolios for the past decade, into hard assets. Tony identifies the tailwinds bolstering the long-term performance of natural gas, oil, and commodities – a trend he expects is very much here to stay. Enjoy!
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