MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

MacroVoices #429 Dr. Anas Alhajji: Oil Market...

Up next

MacroVoices #532 Mike Green: Record Mechanical Flows

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than ...  Show more

MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3RrSGAv ✅S ...  Show more

Recommended Episodes

Ep. 375 - Analyzing Market Volatility and Derivatives with Barney Mannerings of Vega
CRYPTO 101

In this episode of CRYPTO 101, brought to you by StopSIMSwaps.com, we talk with Barney Mannerings of Vega Protocol about derivative exchanges and how his company is looking to level the playing field for all investors. Sponsored link: https://stopsimswaps.com/ Guest Links: https: ...  Show more

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Hamas, escalation risks (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle ...  Show more

Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: S ...  Show more

Interview with Macro Alf: Is it Time to Buy Bonds? [Eurodollar University, Ep. 253]
Eurodollar University

How does a former bank trader with billions of euros in assets react to an impending recession? Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Cris ...

  Show more