I recently had this conversation with John Ferro (as a test for a podcast) and we decided to post it for our subscribers. John is a seasoned commodities futures trader. He specializes in trend following and relative value strategies. He founded The Trader’s Journal on Substack, where he shares insights through the daily Morning Impact newsletter.
The discussion starts with gasoline futures and refiners, then switches to equity valuations (the US vs. other stock markets), pharmaceuticals and luxury goods companies.
Please note: Nothing in this podcast should be interpreted as a recommendation to buy or sell any of the securities mentioned by the participants. The discussion is offered only for educational and information purposes.
The Wednesday Letter is not investment advice. Please do your own work and discuss with professional advisors before committing capital.
Copyright © 2024 populyst. All Rights Reserved.
