Macro Mondays

72 Episodes

1. Macro Sunday #31 - Spiking freight rates bringing back inflation?

   Published: 1/7/2024
2. #30 - How’s consensus going to be wrongfooted in 2024? Guest: Marvin Barth

   Published: 12/31/2023
3. #29 - Inflation Volatility is back! Guest: Claus Vistesen

   Published: 12/24/2023
4. #28 - Powell invites for a risk asset party. Guest: Raoul Pal

   Published: 12/17/2023
5. #27 - There is no fever like gold fever - Guest: Ronnie Stoeferle

   Published: 12/9/2023
6. #26 - Are central banks asleep at the wheel? Guest: Cathie Wood

   Published: 12/3/2023
7. #25 - Why is offshore wind not performing? Guest: Suriya Jayanti

   Published: 11/26/2023
8. #24 - The End of US Outperformance? - Guest: Mike Green

   Published: 11/19/2023
9. #23 - Are central banks insolvent? Guest: Dario Perkins

   Published: 11/12/2023
10. #22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura

    Published: 11/5/2023
11. #21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds

    Published: 10/29/2023
12. #20 - Math and why does it matter? - Guest: Steen Jakobsen, Saxo Bank

    Published: 10/22/2023
13. #19 - Energy Stocks are the New Bonds

    Published: 10/15/2023
14. #18 - Higher energy prices triggering a recession?

    Published: 10/8/2023
15. #17 - The Nuclear Option

    Published: 10/1/2023
16. #16 - Pause or not, and how to trade it? Guests: Dennis Lockhart and Frances Donald

    Published: 9/24/2023
17. #15 - Was that a pause from Lagarde?

    Published: 9/17/2023
18. #14 - Is the Second Inflation Wave Coming? - Guest: Mikael Sarwe, Nordea Bank

    Published: 9/10/2023
19. #13 - The Rasputin Effect - Guest: Michael Cembalest, J.P. Morgan

    Published: 9/2/2023
20. #12 - USD patriots vs. CNY patriots - Guest: Tony Nash

    Published: 8/27/2023