MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens ... Show More
Feb 26
MacroVoices #521 Jeff Currie: The Great Rotation
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. https://bit.ly/40imDo9 🔻Downloa ... Show More
1h 1m
Feb 19
MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qLRvIf ✅Sign up ... Show More
1h 15m
Feb 2022
Fed says QE is Really Very Super Extra Terrific [Eurodollar University, Ep. 187]
<p>The US government bond market appears to be out of step with CPI, a booming economy and money printing by central banks - what gives? We review two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire).</ ... Show More
24 m
Oct 2023
Job Market: The Shocking Truth (It's Not What You Think!)
<p>Free Webinar, Friday Oct 20, 630pm EDT. Sign up here:<br>https://event.webinarjam.com/channel/eurodollar</p><p>If you want to delve into the deep background of how everything works, check it out here.<br>https://www.eurodollar.university/sales-page</p><p>#recession #money #rec ... Show More
18m 8s
Sep 2021
America’s Debt Cycle, Bitcoin, and Bubbles — with Lyn Alden
Lyn Alden, a full-time investor and independent analyst, joins Scott to discuss the symptoms of an economic bubble and America’s debt cycle. Lyn also explains why she’s bullish on Bitcoin and shares her investment strategy, including why she’s paying attention to the Russian equi ... Show More
49m 5s