Macro Voices MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
Feb 15, 2024
Tian Yang, CEO of Variant Perception, discusses trading opportunities in various asset classes. They analyze the US economy, fiscal deficits, and government support. They also discuss the recent EIA inventory data for crude oil and the impact of the Fed's intentions on the US dollar and gold. They believe gold is still a strong buy. The chapter concludes with information about the weekly research roundup and sponsors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Upcoming releases, LPPL indicator, and fiscal impact of US government policy
02:58 • 5min
US Economy: Fiscal Deficits and Government Support
08:04 • 28min
Analyzing Recent EIA Inventory Data for Crude Oil
35:38 • 11min
US Dollar Index and Fed's Intentions
46:25 • 10min
Discussing the Impact on Gold and US Treasury Yields
56:52 • 3min
Conclusion, Research Roundup, and Acknowledging Sponsors
59:44 • 3min