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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Apr 23
MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how to trade it, and a longer term outlook for secular inflation. h ... Show More
1h 12m
Apr 16
MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tbGVMB ✅Sign up for a FREE 14 ... Show More
1h 34m
Apr 9
MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/48BZgtX ✅Sign up for a FREE 14-day tr ... Show More
1h 37m
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