MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

1

Introduction

00:00 • 2min

2

The Fed's Tightening Cycle Is Going to Be a Threat

01:57 • 2min

3

Do You Think We're Going to Have a Big Breakout?

03:31 • 4min

4

The Reversal Candle Is a Cause for a Big Question Mark

07:49 • 2min

5

Message From the Sponsor, Abecs Techno Ges

09:31 • 2min

6

It's Been Too Long - Is That the Right Way to Think?

11:56 • 4min

7

Inflation - The Final Nail on the Coffin

16:08 • 5min

8

What Did the Markets Look Like Two Months After the Hiking Cycle?

21:17 • 5min

9

The Two Thousand and Four Scenario

26:05 • 3min

10

Is There a Hitting Cycle?

28:46 • 5min

11

The Market Can Handle One Thing at a Time

33:35 • 2min

12

Is There a Resumption of Goldilocks?

35:56 • 5min

13

Options Trading - Is There a Hedging Need?

41:22 • 2min

14

Into Intraday Volatility

43:01 • 5min

15

The Macro Story - Is the Market Getting That Joke?

48:11 • 2min

16

Liquidity and the Fed's Hawkish Pivot

50:37 • 2min

17

The Market Liquidity Is What It Is Right Now

52:52 • 5min

18

Did the Market Capitulate?

57:48 • 3min

19

The Vix Is Unchanged on the Day.

01:00:35 • 2min

20

The Gold Miners

01:02:55 • 4min

21

Gold Mining - The Biggest Trend Reversal Ever, Isn't It?

01:06:48 • 3min

22

Energy Companies, Energy Services and Exploration - What Is Interesting About That?

01:09:50 • 3min

23

What's in This Week's Research Round Up?

01:13:11 • 5min