Le Shrub: The Case for Commodities and Fading the "Monkeys"

Money of Mine

Le Shrub (@Agnostoxxx) consistently provides some of the most entertaining and clever market commentary via his parody pseudonym. Shrub has pedigree and writes his thoughts on both Twitter & Substack (www.shrubstack.com). Imagine sound investment thinking combined with brilliant finance memes.

Our conversation covered plenty of ground, from how he's positioning himself in a world of fiscal recklessness & monetary debasement, lessons from the GFC, building safeguards, why & which commodities he holds, where he sees markets heading, to mention just a few topics.

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.

MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

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Chapters:
(0:03:03) Where are we
(0:06:35) Positioning
(0:12:41) Portfolio construction
(0:18:45) Anglo
(0:22:10) 07' Parallels
(0:29:54) Timing the market
(0:35:35) Investing your own cash
(0:39:10) Riding equities
(0:41:15) Safeguards
(0:46:10) Why commodities
(0:49:55) The monkeys
(0:56:30) Bad data
(1:02:14) Fiscal recklessness
(1:08:52) Passive investing
(1:13:18) Platinum
(1:21:30) Tin
(1:26:35) Coal
(1:30:55) Commodity bear market
(1:34:30) China stimulus