@ToStRo

Thematic Global Macro Portfolio Manager

 London
Joined July 2010
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Great to join Benny & The Squirrel and talk markets!
Capital Misallocation
@BenBreyFeb 19
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 youtu.be/RfFhd4LLbP0?si=YIYc…
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1/ Back on here! 2 weeks ago I had the pleasure of chatting with @GeorgeGammon about why I thought Silver would outperform crypto. youtube.com/watch?v=pVQDYZE9…

Massive Rotation From Crypto Into SILVER Coming Soon w/Tom Roderick

If you want to earn a yield on your gold, check out https://www.mon...

youtube.com
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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.
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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.
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