Trader Ferg (Cullen)
Independent investor and author of the Trader Ferg Substack, known for contrarian commodity and resource investing views and for trading ideas in PGMs, energy, and emerging markets.
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23 snips
Feb 28, 2026 • 2h 6min
I WALK IN CARRYING ROAD KILL (Guest: Trader Ferg)
Fergus Cullen (Trader Ferg), an independent investor known for contrarian commodity and resource calls, shares his take on rhodium, platinum and miner reratings. He discusses oil’s missing barrels, drillship and oil‑services upside, and China’s industrial scaling. He also covers inflation vs dollar dynamics, emerging‑market exchange ideas, and tail‑risk hedging concerns.
