Commodities & Cyclicals Are 2026’s Mega-Cap Tech | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
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In the last twenty four hours, maybe slightly longer, some of the news things we've had. We've had $500,000,000,000 more on defense next year. Percentage points of our budget deficit. You have talks of buying Greenland outright with cash. You have a 5.4% on the GDP now.
It just feels like the tailwinds are there for the commodity complex to just keep ripping. Really, the game right now is for globalism, long protectionism, and try to get get your your capital as close as possible to where the government is about to spend it. This episode is brought to you by Grayscale, your trusted gateway to more than 30 different crypto investment products. You'll hear more about them later in the episode. Nothing said on foreguidance is a recommendation to buy or sell any investments or products. This podcast is for informational purposes only, and the views expressed by a
Bing bong. Boom. Bing. Bing bong.
Four guys Miranda, 2026. January. We are back in the mix after a few weeks off. I missed you guys. I missed being in the desk. We are just saying, man, this is, like, macro Super Bowl season right now. There is so much happening. What's going on, guys? Geopolitically, macro, metals are going crazy. Lots happening. What's on your guys' mind? Like, where do we even start from here? You know, it's been, like, three weeks off. Feels like the world is changing really fast right now.
I'm gonna just say this. It's my birthday today. Wow. You could say
That's where we could
how old I am, what would you say?
42. 39. You nailed it. It it was 42.
That's pretty impressive. I knew I was 40 already, but yeah.
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