MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ
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Mar 12
MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt 🔻Download Big Picture Trading Chartbook 📈📉: https:// ... Show More
1h 52m
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 2025
Trump Plans to Impose 25% Tariffs on Steel, Aluminum Imports
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Metals & Mining Reporter Joe Deaux discusses President Trump's plans to impose 25% tariffs on all US imports of steel and aluminum, applying to shipments from all countries, including major suppl ... Show More
43m 49s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s