Time to be Bullish Asian FX?
Benny & The Squirrel: Ep. 27 with Tom Roderick
The 🐿️ and I sat down with with macro hedge fund manager Tom Roderick on Thursday 19th February. Before joining Trium, Tom is a former partner of my buddy The Acid Capitalist Hugh Hendry at the Eclectica Fund. You can follow Tom on Twitter, LinkedIn or via his fund’s website.
Key Themes Discussed:
Crowding out in credit markets
Tech sector and AI disruption
HK Tech versus US Tech
Asian FX Opportunities
UK Gilts looking interesting now
Miners are the preferred way to play precious metals from here