Macro Mondays

63 Episodes

1. Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com

   Published: 3/24/2024
2. Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt

   Published: 3/17/2024
3. Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang

   Published: 3/10/2024
4. Macro Sunday #39 - Do you own enough commodities? Guest: Tracy Shuchart

   Published: 3/3/2024
5. Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt

   Published: 2/25/2024
6. Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish

   Published: 2/18/2024
7. Macro Sunday #36 - Recession called off? Guest: Mikael Sarwe

   Published: 2/11/2024
8. Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro

   Published: 2/4/2024
9. Macro Sunday #34 - The Red Sea is WORSENING

   Published: 1/28/2024
10. Macro Sunday #33 - A new supply shock? Guest: Dario Perkins

    Published: 1/21/2024
11. Macro Sunday #32 - Inflation strikes back! Guest: Bob Elliott

    Published: 1/14/2024
12. Macro Sunday #31 - Spiking freight rates bringing back inflation?

    Published: 1/7/2024
13. #30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth

    Published: 12/31/2023
14. #29 - Inflation Volatility is back! Guest: Claus Vistesen

    Published: 12/24/2023
15. #28 - Powell invites for a risk asset party. Guest: Raoul Pal

    Published: 12/17/2023
16. #27 - There is no fever like gold fever - Guest: Ronnie Stoeferle

    Published: 12/9/2023
17. #26 - Are central banks asleep at the wheel? Guest: Cathie Wood

    Published: 12/3/2023
18. #25 - Why is offshore wind not performing? Guest: Suriya Jayanti

    Published: 11/26/2023
19. #24 - The End of US Outperformance? - Guest: Mike Green

    Published: 11/19/2023
20. #23 - Are central banks insolvent? Guest: Dario Perkins

    Published: 11/12/2023