Speaking on CNBC
- Inflation is higher now than it was 2 years ago
- Commodities late cycle commodities always rally. That is his best trade now.
- Most investors are underweighted in commodites
- Expects the dollar to continue to move lower
- We don't see a recession on the horizon
- I expect the Fed to raise rates 3 times in 2018
- The Fed will probably make a policy mistake
- Certainly think there will be a recession in a years time