About this episode

Chris Judd discusses macroeconomic themes and investment strategies related to inflation and commodities.

To understand the commodity moves, you need to understand the macro. Chris Judd joins us to dive deep into the big picture. Founder & portfolio manager at Cerutty Macro Fund, Chris' perspective and model for navigating the world helps us break down many of the big themes in markets today. Chris covers: Why the Strait dynamics may reflect US strategic intent - and what naval choke points mean for China’s commodity leverage Why the US may only solve its debt via inflation Why he sees Australian stagflation, and the impact of higher rates on small-cap stocks His highest conviction positions - and the shared hard-asset exposure link Follow Chris: LinkedIn: https://au.linkedin.com/in/chris-judd-3897611b3 If you found this useful, subscribe to Money of Mine for more conversations with the people actually allocating capital in the resources sector. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ : one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Macro Show Kickoff (1:40) Conference…

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