MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb ⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YLjQUr   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Anas Alhajji, an energy markets expert and founder of Energy Outlook Advisors, dives into the complexities of crude oil and the Middle East's geopolitical tensions. He examines Israel-Iran relations and their global oil market implications. The looming oil supply crisis is scrutinized, along with forecasts from Exxon and OPEC. Alhajji also discusses the challenges of transitioning to electric vehicles in China's economy, while emphasizing the urgent need for investments in the oil sector amid rising demand.

Harley Bassman, a portfolio manager at Simplify Asset Management and the renowned Convexity Maven, shares insights into mortgage-backed securities and their pivotal role in the bond market. He breaks down complex concepts and common misconceptions, also discussing the impact of demographics on economic trends. The conversation further explores trading strategies in agency bonds amidst rising interest rates and offers intriguing perspectives on current market dynamics, including gold and uranium trends.

Luke Gromen, an expert in monetary policy and precious metals, shares his insights on the shifting landscapes of global finance. He discusses the rising importance of gold as a safe-haven asset amid inflation, and how energy-producing nations are pivoting towards gold over U.S. debt. The conversation dives into China’s economic strategies, influencing U.S. Treasury dynamics, and how geopolitical tensions affect markets. Gromen emphasizes the changing investor sentiment around commodities and the potential of gold to outperform traditional assets.

In this discussion, macroeconomic expert Eric Peters dives into the competitiveness landscape of the U.S., EU, and China. The conversation explores how Federal Reserve policies shape the dollar's future amid rising inflation and international tensions. Peters also analyzes the implications of de-globalization on trade and the potential impact of digital currencies on the dollar's status. With insights into market dynamics, geopolitical shifts, and energy trends, it's a captivating look at the evolving financial world.

Joining the discussion is Matt Barrie, founder of Freelancer.com and an expert in AI advancements. He shares insights on recent breakthroughs, particularly in large language models, while dissecting the current AI investment landscape and its similarities to the dot com bubble. Barrie tackles the challenges posed by AI's rising energy demands and the role of freelancers in driving AI innovation. He predicts transformative changes in job roles, emphasizing the potential for AI to enhance rather than eliminate opportunities.

Jim Bianco, a financial expert and keen analyst of inflationary trends, joins the discussion to highlight his views on the Federal Reserve's political maneuvers and the risk of policy missteps. He explores the persistence of long-term inflation and its implications for the economy. The conversation also dives into the significance of precious metals like gold as a hedge against uncertainty amidst shifts in interest rates. Additionally, Jim examines the evolving dynamics of global economic conditions and their impact on investor strategies.

Mike Alkin, a uranium market specialist, joins to unpack the complexities of this vital sector. He discusses the challenges posed by the absence of liquid futures contracts and the complacency of utility buyers amid rising global uranium supply concerns. Alkin dives into procurement processes for unrefined uranium, geopolitical influences, and the ramifications of recent price hikes. He also reveals how Kazatomprom's actions affect market dynamics and warns against the risks of complacency, especially in light of ongoing geopolitical tensions.

Viktor Shvets, a central banking and geopolitics expert, shares insights on the interplay between monetary policy and political dynamics. He discusses the potential pitfalls of central bank politicization and the lingering effects of the yen carry trade unwind. Geopolitical tensions, particularly in regions like Ukraine and Gaza, are examined for their impact on energy markets. Shvets also highlights the disparity between capital growth and GDP, and how corporate earnings may shift amid rising political instability. A riveting dive into commodities and economic forecasts ensues.