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11min chapter
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
Macro Voices
Market Analysis and Speculation
The chapter provides a comprehensive analysis of various market aspects, from crude oil inventory data, geopolitical influences on the oil market, to equities like the S&P 500 and Nasdaq. It offers insights into potential market directions, technical analysis on market levels, and speculations on future movements. Additionally, discussions on the VIX behavior, US dollar index trends, precious metals performance, uranium sector analysis, and the potential turnaround of grain markets are covered in detail.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode