About this episode
John Polomny discusses financial market opportunities and the impact of recent Middle East events.
Yesterday I had John Polomny back on the podcast to talk about where he sees opportunities in financial markets and how recent events in the Middle East play a part in where those opportunities are. We also talked about some of the changes the US needs to make, why they will be difficult if not impossible, and several other topics. You can find John’s Substack below, but you can also find him on Twitter , and his weekly market updates on YouTube are a must watch. Podcast Summary * The supposed ceasefire in the Middle East, and the unavoidable supply chain disruptions that are already baked into the cake with recent events in the Strait of Hormuz. * Why he has unwound some of his energy exposure over the last couple days, and why agricultural commodities are an opportunity. * Adding to some of his positions in precious metals, why it’s a buying opportunity, and the long term secular drivers for gold in particular. * The series of events that he would have to see to be convinced that the US has control over the Strait of Hormuz. * Why the Fed is stuck between a rock and a hard place, and the only two choices are the big print (yield curve control) and letting rates rise. * The…
People in this episode
Host: Ben Kelleran
Guest: John Polomny
Topics covered
- financial markets
- Middle East events
- energy exposure
- agricultural commodities
- precious metals
- US industrial policy
- emerging markets
Keywords
- financial markets
- Middle East
- energy exposure
- agricultural commodities
- precious metals
- US industrial policy
- emerging markets
Mentioned in this episode
Organizations: US
Places: Middle East, Strait of Hormuz
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