Tom Roderick

Thematic Global Macro Portfolio Manager

[Tom Roderick @ToStRo]

Great to join Benny & The Squirrel and talk markets!

[Capital Misallocation @BenBrey]

Just posted Ep. 27 of Benny & The Squirrel. We were joined by my buddy Tom Roderick (@ToStRo), who is a PM at Trium Capital in London and runs an old school Discretionary Global Macro strategy. Tom gave us his case for why he is bullish on a few Asian FX currently in addition to lively discussions on a variety of other dynamics and markets.

Enjoy!

@SquirrelMacro

https://t.co/F0cn12C6SO

[Tom Roderick @ToStRo]

22/ Given this has already got too long I won't go into why silver industrial demand will grow (watch the video). Both on silver upside as well as Ethereum there should be much more room for the trade to continue.

[Tom Roderick @ToStRo]

1/ Back on here!

2 weeks ago I had the pleasure of chatting with @GeorgeGammon about why I thought Silver would outperform crypto. https://t.co/oqfPw2qE9r

[Tom Roderick @ToStRo]

21/ As we have already seen with platinum this year, metals with hybrid investment/industrial demand story can exhibit assymetric upside relative to gold even when gold is in a bull market.