Podcast Episodes
Back to SearchEvergrande Causes Problems for the Everlongs
Episode 37
In this week’s episode of The Macro Setup, Guy and Dan discuss the Evergrande shockwaves heard around the world, the taper timeline, and the crypto crash stopping at key support. They are joined by C…
Published on 4 years, 2 months ago
Shiny Objects Losing Luster
Episode 36
In this week’s episode of The Macro Setup, Guy and Dan discuss conflicting data about inflation, once-hot stocks cooling off, Cathie Wood’s ARKK ETF, and how recent lockdowns could put supply chains …
Published on 4 years, 3 months ago
Stagflation, Growth Concerns, Cloudy Travel Forecast
Episode 35
In this week’s episode of The Macro Setup, Guy and Dan discuss signs of stagflation, Goldman Sachs slashing its GDP outlook, and a cloudy forecast for business travel. They were joined by Chris Vecch…
Published on 4 years, 3 months ago
Scary Stats and Charts
Episode 34
In this week’s episode of The Macro Setup, Guy and Dan discuss some scary stats about the S&P 500, the taper tamed, and growth back in favor. The two are joined by Chris Vecchio, Senior Strategist at…
Published on 4 years, 3 months ago
Wax On Wax Off
Episode 33
In this week’s episode of The Macro Setup, Guy and Dan discuss risk-on for the markets, crude’s reversal, Jackson Hole, and the JPEG-a-palooza. They are joined by Chris Vecchio, senior strategist at …
Published on 4 years, 3 months ago
Bad Breadth, Delta Lockdowns & Weak Data
Episode 28
In this week’s episode of The Macro Setup, Guy and Dan discuss market breadth (the number of stocks participating in the recent rally), new lockdowns due to the Delta variant, and weakening data. The…
Published on 4 years, 4 months ago
The Impervious Stock Market
Episode 31
In this week’s episode of The Macro Setup, Guy and Dan discuss stocks at record highs, rates bottoming out, the gold dump, and bitcoin’s breakout. The two are joined by Chris Vecchio, senior strategi…
Published on 4 years, 4 months ago
Earnings Recap, Rates in Reverse, and an Economic Data Dump
Episode 30
In this week’s episode of The Macro Setup, Guy and Dan discuss where we stand this earnings season, rates in reverse and signs of an economic slowdown. They are joined by Chris Vecchio, Senior Strate…
Published on 4 years, 4 months ago
Big Tech on Deck
Episode 29
In this week’s episode of The Macro Setup, Guy and Dan discuss what big tech earnings could mean for the markets, China stocks selling off, and inflation warnings. They are joined by Chris Vecchio, S…
Published on 4 years, 4 months ago
Market Whiplash & The Pain Trade Lower
Episode 28
In this week’s episode of The Macro Setup, Guy and Dan discuss recent market volatility, investors buying the dip, bearish bets on crude oil, and a bad looking bitcoin chart. The two are joined by Pe…
Published on 4 years, 4 months ago