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On today’s show, we discuss:
- The start of Mark Fisher’s trading career
- Oil prices and energy stocks
- Commodities over the last year
- Ackmans big short, and treasury movements
- The US debt downgrade
- Trading vs investing
- the JOET ETF
- Investing and politics
- Hurricane season
I have been surprised how low US long-term rates have remained in light of structural changes that are likely to lead to higher levels of long-term inflation including de-globalization, higher defense costs, the energy transition, growing entitlements, and the greater bargaining…
— Bill Ackman (@BillAckman) August 3, 2023
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