Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
Is the Fed Going to Pivot?
02:32 • 4min
Is the Federal Reserve Going to Pause?
06:15 • 2min
The Oil Price Is Now Important to the Fat, and It's Slowing Fast
07:54 • 3min
The Guest of the Week at the Macra Trading Floor
11:18 • 5min
The Great Depression and the Great Depression
16:31 • 2min
The Great Depression Was a Period of Prefering Capital Over Labor
18:15 • 5min
Is There a Commodity Crisis in China?
23:28 • 5min
The Dollar Is Taking Another Role in the Global Economic Eco System
28:28 • 3min
Is China Going to Be Value Massively?
31:01 • 2min
A 20 Year Bear Market Is Not Acceptable for Anyone
33:30 • 6min
Japan Is the Market I Know the Best
39:03 • 2min
The J G B Market Is Just So Weak, Right?
41:25 • 4min
Investing in Gold and Short T T
45:32 • 2min
The Short Teal Tea Trade Will Not Work During Recessions
47:15 • 3min
Are You Still Long Dollar Against a Basket of Ten Currency?
50:08 • 4min
Are Emerging Market Currencies Vulnerable?
54:30 • 3min