MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more

1

Introduction

00:00 • 2min

2

The Macro Scoreboard Week Over Week as of March 23rd, 2023

01:31 • 2min

3

Investing in Green Energy in Europe

03:15 • 2min

4

Cross Asset Macro Strategist Charlie McElegate Nomura

04:55 • 1min

5

The Long Term Structural Dynamics of US Banks

06:18 • 2min

6

Why Not Too Big to Fail?

08:01 • 2min

7

Is There Any Justification for the Deposit Outflows?

09:48 • 2min

8

The Fed Tightening That Begun Last Year

11:27 • 2min

9

Are We Going to Have Too Big to Fail Banks?

13:10 • 1min

10

Is This a Form of Backdoor QE?

14:36 • 2min

11

The Fed's Not Considering a Broad Increase in Deposit Insurance

16:22 • 2min

12

Is the Fed Done, or Is It Not That Bad?

18:10 • 2min

13

Is There a Tradeoff Between the Fed and the Market?

20:07 • 1min

14

The Fed Is Buying Time Right Now, You Know?

21:24 • 2min

15

Is It Long Gold or Something Else?

23:20 • 2min

16

Investing in Long Defensive Short High Beta

25:15 • 2min

17

The Fed Cares About High Yield Bond Deals Getting Done

26:53 • 1min

18

Fear the Steepener - Charlie McElegot

28:21 • 2min

19

What's the Deal?

30:01 • 2min

20

VIX - Is There a Come to Jesus Moment?

31:39 • 2min

21

The Volatility of Zero Data Expiration Options

33:15 • 2min

22

What Is the Use of SIBO Tags on a Daily Basis?

35:42 • 2min

23

Is There a Net End User?

37:29 • 2min

24

Hedge Options - What's the Difference?

39:07 • 2min

25

What's the Deal With Gamma Shorting?

40:40 • 2min

26

The CTA Trend Is a Tail Hedge

42:26 • 2min

27

Long Dollar Short Assets - The Only Trade That Worked Last Year

43:59 • 2min

28

What Happened in January?

45:44 • 2min

29

CTA's and Trend Followers Have Been a Disaster for the Past Two Weeks

47:18 • 2min

30

The Daily Letter for Institutional Investors

49:09 • 1min

31

MacroVoices Podcast Episode 2

50:34 • 2min

32

Crude Oil Trading - Is the Bottom In?

52:24 • 4min

33

What Levels Are You Watching on the SPX?

56:05 • 3min

34

Is the Fed Losing Control of the Markets?

58:40 • 4min

35

NASDAQ Futures - Is the VIX Going to Break Above 13,000?

01:02:32 • 3min

36

Is the Fed Hike a Good Thing?

01:05:20 • 2min

37

Is the Fed Trying to Control Markets With Easy Money Policy?

01:07:01 • 4min

38

Gold's Breakout in the Global Macro Space

01:10:35 • 3min

39

Macrovoices Research Roundup

01:13:30 • 4min