Clément Barbaud

[Forward Guidance @ForwardGuidance]

ICYMI NEW POD: The Market Has Already Picked Its Winners for 2026

We Cover:
🔸 Trading precious metals in 2026
🔸 Whether oil finally catches a bid
🔸 The late innings of the AI trade
🔸 Bitcoin’s disappointment
🔸 Tony’s advice for 2026

@TgMacro @fejau_inc

Timestamps:
00:00 Intro
01:14 TG MACRO Conference
03:50 2025 Recap & 2026 Expectations
07:45 The Precious Metals Trade
13:43 Where Does Oil Go In 2026?
15:46 Biggest 2026 Trading Themes
20:26 Metals & The Debasement Trade
21:47 Late Innings Of The AI Trade
23:38 We’re Still In A Bull Market
28:16 Bitcoin’s Disappointment
31:10 Trading Bubbles
32:10 Advice For 2026
34:05 Final Thoughts

Links Below ↓

[Bloomberg @business]

The terms "woman" and "sex" in the Equality Act refer to a biological woman and biological sex, the Supreme Court has ruled https://t.co/KnsgqS8BbB

[Clément Barbaud @BarbaudClement]

@Eyden_eth Legend

[Clément Barbaud @BarbaudClement]

@NFTNics short le moi ce solana ptn

[Clément Barbaud @BarbaudClement]

@NFTNics Gm Nics

[Clément Barbaud @BarbaudClement]

@Sach_NFT let’s fucking go putain

[Clément Barbaud @BarbaudClement]

@Sach_NFT je peux man faut que j’achète un teeshirt balenciaga

[Clément Barbaud @BarbaudClement]

@Sach_NFT sur pépé

[Clément Barbaud @BarbaudClement]

@galaxyBTC where did you buy it ?