02.09.26 with David Bird, Mastering the Markets
The conversation with David Bird from Mastering the Markets begins with a market overview and global trends, followed by an in-depth analysis of the oil market, the impact of rising bond yields, sector rotation, and investment strategy, and a discussion on commodities and the mining sector. Forecasting a stunning move in oil, David also explains why he has zero exposure to tech and is heavily invested in commodities.
Chapters
00:00 Market Overview and Global Trends
01:26 Oil Market Analysis
06:14 Impact of Rising Bond Yields
08:06 Sector Rotation and Investment Strategy
10:03 Commodities and…
The skinny
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