MacroVoices #439 Rory Johnston: Discretionary...

MacroVoices Erik Townsend & Patrick Ceresna welcome Brent Johnson. They discuss the dollar’s recent strength and Johnson’s longer-term bullish outlook, while allowing for a short-term pullback. They consider gold’s support level and the possibility of further declines if the doll ...  Show more

MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift and higher real yields, potential midterm gridlock and Treasu ...  Show more

Trey Lockerbie chats with expert Josh Young from Bison Interests as they do a deep dive on Oil. Bison returned 350% in 2021 compared to the S&P 500’s 29% and they cover a lot of reasons why they may just be getting started. IN THIS EPISODE, YOU’LL LEARN: 01:17 - Why oil has been ...  Show more

Caption - James McCallum, CEO & Chairman, Xergy Group, Professor of Energy, Strathclyde University; Maleeha Bengali, Founder, MB Commodity Corner; and Paul Hickin, Chief Economist & Editor-in-Chief, Petroleum Economist, join the Daily Energy Markets Podcast conversation today and ...  Show more

Among his many promises, president-elect Donald Trump is promising to drive down the price of energy in the US. But how realistic a plan is that? What levers does he have to pull? Today on the show, Rob Armstrong and Aiden Reiter talk about how oil is priced and what moves tha ...

This week Mark and Paige cover …   BMI Analysts Examine the Good, the Bad, and the Ugly of OPEC+ Policy https://www.rigzone.com/news/bmi_analysts_examine_the_good_the_bad_and_the_ugly_of_opec_policy-07-jun-2024-177013-article Congressman Issues Act ...  Show more