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Podcast: Opto Sessions – Invest in the Next Big Idea
Episode: Tony Greer - 'The Great Rotation': Exiting Technology & Buying Hard Assets
Description: Tony Greer is the founder of TG Macro, an independent research firm that provides thought-provoking, insightful market analysis to institutional and retail clients alike.Tony has been trading for 30 years, initially at Sumitomo bank in 1992, as the Quantum fund bet against the Bank of England, before really honing his craft at Goldman Sachs, after a 2-year spell at UBS from 1995.We discuss ‘The Great Rotation’, a term coined by Tony to define the fundamental pivot away from big technology stocks, the darlings of investor portfolios for the past decade, into hard assets. Tony identifies the tail...