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.

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DIRECTOR'S SPECIAL EMAIL

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TIMESTAMPS

(0:00) Macro Show Kickoff
(1:40) Conference Circuit Chat
(3:30) Geopolitics, Debt, and Inflation
(15:40) Macro to Stock Picks
(35:00) Viridis Valuation Rerate
(37:00) Mining Services Picks: AIH, MLG
(41:30) Macro Hedges and Currency View
(57:50) Rapid Fire Wrap and Signoff

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PARTNERS

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FOLLOW & CONNECT

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DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only.

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Inflation Is the Only Escape (Chris Judd...