Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30
Introduction
00:00 • 3min
How to Invest in Green Energy in Europe
02:39 • 2min
The US Recession That Hasn't Happened Quite When Everyone Expected It
04:26 • 1min
The End of the Bear Market Rally
05:51 • 2min
The Path Dependence of the Market Bottom Checklist
07:30 • 2min
The Fed Cuts Rates and the Market Bottom Checklist
09:07 • 2min
The Fed's Strategy to How to Trade Today
11:00 • 1min
The Fed's Lessons From the Recession
12:16 • 2min
The Dangers of the Fed Cuts in a Recession
14:17 • 2min
The Future of Fixed Income
15:57 • 1min
The China Recession and the Future of Fixed Income
17:26 • 2min
The Long Brazil Bond Trade and Emerging Markets
19:04 • 2min
The Dollar Smile Framework
20:35 • 2min
US High Yield Still Complacent
22:09 • 2min
How to Gain Exposure to Shorting Leverage Loans
23:52 • 2min
Gold in an LPPL Bubble That Might Be Ending
25:33 • 2min
The Importance of LPPL in Tactics
27:12 • 1min
The Long Gold Rally Could Be a Substantial Shakeout
28:38 • 2min
The Banking Crisis: What's Driving It?
30:12 • 2min
The Bank Run: The Proximity of the Cause
31:45 • 2min
Variant Perception: A Research Firm That Uses Leading Market Indicators
33:32 • 2min
How to Build Confidence in Your Leading Indicators
35:23 • 2min
The Future of MetaTradering
37:05 • 2min
The EIA Prints Massive Five Million Barrel Build on Commercial Inventory
39:05 • 6min
The S&P 500 Levels
44:42 • 3min
The Pain Trade on the NASDAQ QQQ
47:26 • 2min
The VIX Is Down in the 16 Handle, Holding Down Along the Bottom in the Range
49:48 • 2min
The Gold Futures Chart
52:07 • 3min
MacroVoices: What You Can Expect to Find
54:47 • 2min
MacroVoices Research Roundup
56:38 • 3min