ICYMI NEW POD: The Market Has Already Picked Its Winners for 2026 We Cover: 🔸 Trading precious metals in 2026 🔸 Whether oil finally catches a bid 🔸 The late innings of the AI trade 🔸 Bitcoin’s disappointment 🔸 Tony’s advice for 2026 @TgMacro @fejau_inc Timestamps: 00:00 Intro 01:14 TG MACRO Conference 03:50 2025 Recap & 2026 Expectations 07:45 The Precious Metals Trade 13:43 Where Does Oil Go In 2026? 15:46 Biggest 2026 Trading Themes 20:26 Metals & The Debasement Trade 21:47 Late Innings Of The AI Trade 23:38 We’re Still In A Bull Market 28:16 Bitcoin’s Disappointment 31:10 Trading Bubbles 32:10 Advice For 2026 34:05 Final Thoughts Links Below ↓