Episode 57
The Geopolitics of Metals + Shorting the Euro
We're usually pretty bullish on the EU, but this week some interesting data points were released that made us rethink our usual Euro decisions. Jacob and Rob take some time to break down the data behind their decision to short the Euro, then move southwest to Latin America where commodities seem to be ignoring the wild political strife and flying to the moon. Finally, heading over to the Middle East and Asia, R & J tackle Iran's strange outbursts and try to gauge whether India is actually able to do what it says.
Timestamps:
1:17-21:35 – Shorting the euro
21:35-36:10 – Peru/Panama/Copper/Nationalization
42:22-end – Iran and India
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The Global Situation Report (CI Newsletter)
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