Macro Analysis On Energy, Equities, Metals – Tracy Shuchart

Dec 1, 2021

Macro analyst Tracy Shuchart discusses bullishness in Energy and Metals markets. The podcast also covers the bullish outlook for Equities, Fed Chair nomination, and analyzing the correlation between cryptocurrency and equities markets. They explore the importance of fossil fuels in ESG infrastructure and discuss the correlation between 10-Year Yield and inflation hedges. They are bullish on natural gas and discuss its appeal as a transition fuel.

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Introduction

00:00 • 2min

The Return of 'Pals' and Market Reaction

01:39 • 9min

Analyzing the ESG Play in the Infrastructure Package

10:18 • 2min

Analyzing Infrastructure Package and Evaluating RTY Stocks

12:05 • 2min