Macro Mondays Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
Jun 17, 2024
Exploring rise in copper consumption in China due to electric vehicles and renewable energy. French cuisine, US inflation, freight rates, and copper analysts discussed. Contrasting UK and European inflation with focus on wage growth post-Brexit. Analysis of Tesla's position in EV market and market investment strategies. Significance of macro regime indicator and listener feedback on stock market forecasts. Discussion on long-term commitment, Solana tattoo, cryptocurrency cycle, and humorous meme comparisons.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
French Cuisine, US Inflation, Freight Rates, and Copper Analysts
01:42 • 29min
Analyzing the Divergence in UK and European Inflation with a Focus on Wage Growth
30:19 • 2min
Analysis of Tesla's Position in the EV Market and Market Investment Strategies
31:59 • 2min
Analyzing the Macro Regime Indicator and Addressing Listener Feedback on Stock Market Forecasts
33:51 • 3min
Discussion on Long-term Commitment, Solana Tattoo, Cryptocurrency Cycle, and Humorous Meme Comparisons
36:30 • 2min