Forward Guidance Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup
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Feb 21, 2026 A lively recap of a macro conference focused on commodity cycles, gold and miners, and shifting capital into energy. They debate oil dynamics, sector rotation away from big tech, and why bonds and rates matter. Discussion also covers demographics, household deleveraging, and the value of in-person macro communities.
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Conference As A Family Business
- Tony describes the TG Macro Conference like throwing a wedding with a diverse crowd and intense energy.
- He stresses personal engagement with subscribers, replying to every email and meeting readers in person to build loyalty.
Marriage Decline Has Macro Consequences
- Jared highlights falling marriage rates among younger cohorts and links it to long-term economic consequences.
- He warns declining marriage depresses incomes, home-buying, and population growth over decades.
Use Retail Bonds To Mobilize Household Wealth
- Consider reviving patriotic retail savings bonds to tap household wealth and help finance national debt.
- Offer decent returns and marketing to mobilize retail savings into long-term Treasury funding.