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Macro Mondays
Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
Mar 17, 2024
The podcast discusses commodities like oil, copper, and silver breaking out, along with the strong inflow to Bitcoin. Topics include comparisons of government investments in China, US, and Europe, potential ramifications of a cryptocurrency ETF approval, solo staking in the crypto community, detailed analysis of bank meetings and market trends, and insights into monetary policies and China's manufacturing momentum.
40:54
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Quick takeaways
- Chinese economic growth drives commodity market optimism, especially in metals.
- Divergence in US and European economic recovery approaches highlighted by GDP growth disparities.
Deep dives
Impacts of Chinese Economic Optimism on Commodities
The optimism surrounding the Chinese economy is reflected in the commodities market, especially metals. China's role as the largest buyer of commodities like copper directly links its economic growth to the global market trends in this sector.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode