Market opportunities don’t exist with just a few handful of names, it is filled with so many sectors and industries that shift and cycle according to global dynamics driven by politics, business and social trends.

Value always exists especially when you take a macro approach, because the story to which you align your capital with takes time to be realized. But, if the factors driving that theme is clear, then patience is your friend. With so much uncertainty in the world and the expanding social economic problems, finding solid ground to allocate your capital is necessary. On this episode we dive into things like energy, commodities, infrastructure, tech and precious metals.