27. The only thing to look at

Brought to you by
The Oil Report by Tim Duggan & Crowded Market Report by Jason Shapiro. 

We talk about

03:00 Holidays and Shantaram
07:55 Gods of Money book, The Firm, Reading, Christopher Reeves. 
07:26 Commitment Of Traders reports- doing it right. 
11:48 Cutting the noise!
14:25 Has Trump and the bag holders
18:50 Americans are already paying for tariffs
21:00 THE ONLY THING TO LOOK AT!
23:00 Valuations and 'It be better be different this time'
24:00 He should be hiking
26:45 Long since April- the education
27:40 Trading oil- whats pricing, spec short positioning
29:38 Tom Crean
31:58 NRT Northern European Oil Royalty Trust. 
33:00 Gold bullion
35:31 Uruguay