Description
In this episode, Tony Greer joins the show to break down why the metals trade still feels early, whether oil finally catches a bid in 2026, why AI could be in its last innings, and what Bitcoin’s frustrating price action is quietly telling traders. We also unpack how to think about managing risk and Tony’s advice for 2026. Enjoy!
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Timestamps:
00:00 Intro
01:14 TG MACRO Conference
03:50 2025 Recap & 2026 Expectations
07:45 The Precious Metals Trade
13:43 Where Does Oil Go In 2026?
15:46 Biggest 2026 Trading Themes
20:26 Metals & The Debasement Trade
21:47 Late Innings Of The AI Trade
23:38 We’re Still In A Bull Market
28:16 Bitcoin’s Disappointment
31:10 Trading Bubbles
32:10 Advice For 2026
34:05 Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
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