MacroVoices #250 Kyle Bass: Commodity Bu...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also wa ... Show More

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further upside for ... Show More

MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TVQ1gu ✅Sign up for a FREE 14-day trial at Big Pictu ... Show More

The S&P 500 fails to rebound, the markets are poised for the Fed’s big rate hike, inflation and pump pressures are on, and crypto is crumbling. Founder and chairman of Equity Group Investments Sam Zell shares his unfiltered perspective on the Fed, energy prices, and DC policy, al ... Show More

The world's easiest place to do business, the second-largest container port and the biggest center for commodities trading. There's a lot more to Singapore than a ban on chewing gum, which is mostly honored in the breach. Smaller than Rhode Island, settlements around modern-day S ... Show More

Will the US President continue with an increasingly hostile attitude towards China? Or does economic common sense demand that Washington should back off from Beijing? Ed Butler asks Diana Choyleva of Enodo Economics, and he chairs a debate between David Sacks of the Council on Fo ... Show More

Mark Zandi, the chief economist of Moody’s Analytics joins to discuss the economy, including geopolitical uncertainty, the housing market, and why he’s not all that concerned about a possible recession. Follow Mark on Twitter, @Markzandi.Scott opens with his thoughts on investing ... Show More

Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision's Raoul Pal to break down the state of global macro. Bass talks about the bifurcation between capital markets and the real economy due to unprecedented monetary policy response. Bass and Pal discuss both temporary an ... Show More

For decades, Hong Kong, Shanghai and Singapore have been the three heavyweight cities in Asian business and finance, with Hong Kong the undisputed champion. But as the city-state’s draconian security law and zero covid policy begin to bite, its rivals are going for the title.In t ... Show More

For decades, Hong Kong, Shanghai and Singapore have been the three heavyweight cities in Asian business and finance, with Hong Kong the undisputed champion. But as the city-state’s draconian security law and zero covid policy begin to bite, its rivals are going for the title.In t ... Show More

Shares in Arm drop after it reports lacklustre revenue projections, Singapore is studying proposals to shake up its struggling stock market, EU countries have agreed to use an estimated €3bn in profits from Russia’s frozen state assets to buy weapons for Ukraine, and a newly expa ... Show More