Macro Voices

On this week's episode, expert in oil and energy, Rory Johnston, joins hosts Erik Townsend and Patrick Ceresna to discuss predictions of supply shortfalls and the US Strategic Petroleum Reserve. They explore the impact of geopolitical escalation on global oil supply, analyzing factors like understated Iran production and strong Chinese demand. The podcast also delves into the potential consequences of Iran cutting oil supply to China, the historical usage of gasoline, and the latest update on crude oil inventory and production.

Commodities expert Ole S Hansen discusses the pause in the bull market for some commodities, the Iran-Israel conflict escalation risk, and the impact of weather on agricultural commodities. The podcast also examines backwardation in commodities trading, geopolitical risks in the global oil market, market themes and sectors, and the analysis of the US dollar, gold prices, bonds, uranium, and copper.

Lyn Alden, best-selling author, discusses her book 'Broken Money' and explores topics such as the rise of digital currency, the influence of financial technology on human rights, net international investment position, the global impact of energy, and investment strategy. The podcast also includes analysis of recent developments in crude oil markets and technical levels.

Guest Alex Gurevich, Honte investments fund manager, discusses the reasons behind the recent underperformance of the long duration trade. The podcast also explores the persistence of inflation, the challenges of transitioning to renewable energy, and geopolitical risks in Israel and the Gaza Strip.

Luke Gromen, Founder of Forest for the Trees, deconstructs the dollar-bond yield relationship and discusses the consequences of a rising dollar on US treasury markets, western sovereign debt markets, and US banks. The tension between China, Russia, and the United States is explored, with a focus on potential economic strategies to harm the US. The limitations of treasuries as a stable asset are analyzed, along with their alternatives. The relationship between treasury yields, stock market performance, and deficits is explained, while crude oil prices and gasoline demand are discussed, indicating a potential recession.

Bloomberg's Macro Strategist, Simon White, joins MacroVoices to discuss inflation, recession narratives, and credit market risks. They explore the potential return of inflation and its implications for asset allocation. The chapter also discusses the deteriorating credit market, the speaker's personal motivation for creating an energy transition documentary series, and analysis of crude oil drawdown and its market implications.

Louis-Vincent Gave, co-founder of Gavekal, discusses China's economic situation, inflation, energy prices, and the potential shift away from using dollars in energy trade. They also explore rising energy prices, Putin's motivations, and analysis of gold, volatility index, copper, and uranium charts.

Convexity Maven Harley Bassman joins MacroVoices to discuss why traders who understand convexity are being rewarded. They also delve into topics such as inflation, bond market risks, Simplify Asset Management's new product, crude oil market developments, market trends, and the Fed's impact.

Guest Jesse Felder questions the soft landing narrative for the stock market, expecting more turbulence. They discuss recession risks and market reactions, the relationship between interest rates and equities, and the potential value of recycling nuclear waste. Also, they express skepticism towards power in Dubai and analyze crude oil, S&P futures, and the dollar index. Outlook for gold and high-yield bonds is discussed as well.

MacroVoices welcomes Brent Johnson, Founder of Santiago Capital, to discuss the US Dollar bull market and potential challenges to its hegemony. They delve into the dilemma of the yen and the bond market, with insights on crude oil futures and market vulnerability. Don't miss their analysis of the EIA report and the importance of left tail hedges. Visit macrovoices.com for more details.