Ally

speaker

177 appearances 1 recordings 1 series first heard Apr 2026 last heard 16 Apr

Ally’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

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Wire was the ETF, down 14%.

Mm-hmm.

So where does that leave me?

Oh, nice.

Good to know.

So where does that leave me?

I'm going to play the relief rally for the next three months.

Oh, you reckon the war in Iran's over?

I'm going to lean into what Cam was saying and hope that... Oh, Cam told us the war in Iran's over.

I'm going to build on what Cam was saying.

And to be fair, this was done prior to your comments, Cam, so thank you for confirming my thesis.

Trump is not going to hang around in Iran for the next three months, is what I'm kind of sensing.

He's just not going to do it.

Yeah, he's looking to get out.

And the market is thirsty for some good news.

So I'm going to play the relief rally and position accordingly.

So what I'm going to do is I'm keeping HJPN, I'm keeping Japan, I'm keeping wire, copper, and I'm keeping BHP.

I'm going to sell uranium.

Get your thoughts on that in a moment, Cam.

I'm going to sell Goodman Group, and I'm going to sell GDG.

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