Episode 5: Global Shifts and Hard Assets: Inflation, Tariffs, and Breakout Trades

In this episode of Rolling Trades, John Caruso and Alex Turro break down key macro trends, including GDP shifts, inflation, and fiscal policy, along with breakout trades in silver, platinum, and crude oil. They also explore market dynamics driven by CTA flows and sentiment. Whether you’re trading hard assets or tracking policy shifts, this is a must-listen.