The Competent Investor

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tom@competentinvestor.com

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Tony Greer: Banana Skins & Moon Shots | Waiting for the Bond Market to Capitulate

October 02, 2026

Tom welcomes back trader Tony Greer to the show. Tony describes the current market as one of the most challenging environments he's ever navigated. He explains that a "perfect storm" of colliding weather systems is making trading exceptionally difficult. Elevated energy prices, driven by conflict with Iran and a persistently high diesel crack spread, are causing real-world inflation that isn't fully captured in headline data. This is exerting immense pressure on the bond market, which has bro...

David Murrin: Surviving the Shocks and Brutality of the West's Arrogance

September 29, 2026

In this discussion, global forecaster David Murrin outlines his view that conflicts in Ukraine, the Middle East, and the Pacific are not isolated but a coordinated confrontation between democracies and an axis of autocracy led by China. He traces China's rise to a multi-decade strategy developed after the Third Taiwan Strait Crisis, which involved seducing the West into moving its industrial base to China. This was coupled with systematic intellectual property theft and a military buildup, in...

Peter Alexander: China | America's Fiercest Competitor or Enemy

September 23, 2026

Peter Alexander, an American investor with 30 years of on-the-ground experience in China, argues that Western perceptions are polarized and often miss the nuance of China’s strategic direction. He was prompted to speak publicly by a sense of civic duty, seeing a need for a more balanced, non-conventional perspective amid a debate dominated by collapse narratives or hegemonic rivalry.Alexander traces the shift in American attitudes from indifference to resentment after the 2008 global financia...