Скачать или смотреть Callum Thomas - Comprehensive Global Macro (Commodities, Emerging Markets, Gold, Oil, and MORE)

Callum Thomas is head of Research at Top Down Charts. He stopped by to share his outlook on the Global Macro Landscape. This video was recorded on 1/17/21.Topics include:

00:00 - Callum’s Top-Down Investment Approach
05:50 - High-Level view on USD, Commodities, and Inflation
08:10 - Look to equities outside of the US
14:49 - More value in emerging markets outside of Asia
19:16 - Bull case for commodities
23:13 - Look to commodities other than gold
25:11 - Discussion on real yields, the Fed, and Inflation
34:53 - Where to go to learn more

How to find Callum:

Twitter: Callum_Thomas
Linkedin:   / callum-thomas-4990063  

DISCLAIMER:
Always make sure to:
Do your own due diligence and research. If you decide to buy or sell anything, that is entirely your decision and your decision alone.
NEVER Trade/Invest based on other people's opinions. Please do your own research and due diligence Information provided in this video is for informational purposes ONLY. This is NOT financial or investment advice. Please seek a professional for financial or investment advice.