Trader Ferg: What Everyone Gets Wrong About The Iran War | Asymmetric Upside
Stijn Schmitz welcomes Trader Ferg to the show. Trader Ferg is Full-time Trader & Author of the Trader Ferg Substack. Trader Ferg shares his current market views, highlighting several contrarian opportunities built around long-term, underappreciated assets. He remains bullish on scarce resources like thermal coal, where tight supply and Asian demand support high-quality names, though pure-play options are limited. In energy, he sees an asymmetric upside and prefers long-dated options on integrated trading houses like Shell, leveraging torque to Brent and LNG while benefiting from volatility…
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