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What I really am is a *full* *cycle* *investor*.
Full cycle investors understand the difference between interest rates falling and rising. Because if you get the cycle right, you get the Dollar right, you get rates right, you get the big stuff.
Full cycle investors have been buying commodities and emerging markets since June, when we started shorting the Dollar. We started shorting the 10 year Treasury back in November... and since November it has been green lights. It's #Quad2 this morning - it's Quad 2 in the bond market, the foreign currency market, and the equity market.
The Russell 2000 was up 4% yesterday bro, FOUR PERCENT! That's a new all time high. That's called going vertical.
And I go both long and short Gold - back in August, Gold topped at 2100. If you bought the top, you're now down -9%. The 10yr yield bottomed when Gold topped... that's not magic.
This has nothing to do with your belief systems, your dogmas, or anything - it's just getting the cycle right.
If you get the cycle right, you won't have to have all these BS debates about value vs. growth (by the way, we're long both).