Podcast Episodes
Back to SearchWet Hot American Summer
Episode 18
In this week’s episode of The Macro Setup, Guy and Dan discuss the timeline of the vaccine rollout, the tech stock slump, junk bonds and crypto/bitcoin correlations. Brought to you by presenting spon…
Published on 4 years, 7 months ago
To Taper or Not to Taper?
Episode 16
In this week’s episode of The Macro Setup, Guy and Dan discuss the need for tapering from the Fed, whether inflation will be transitory or sustained and geopolitical risks to the markets. They look a…
Published on 4 years, 7 months ago
Market Coiled? Ready to Party Like it’s 1999?
Episode 14
In this week’s episode of The Macro Setup, Guy and Dan discuss stock markets at highs into a pivotal earnings week and inflation signals in industrial and agricultural commodities flashing red. Guy s…
Published on 4 years, 7 months ago
Speculative Fever Breaking
Episode 15
In this week’s episode of The Macro Setup, Guy and Dan discuss prospects for inflation amid P&G’s price rise, geopolitical risks to the market, hedge funds and SPACs colliding and the bitcoin flash c…
Published on 4 years, 7 months ago
Lookin’ Under the Hood of this Raging Bull Market
Episode 14
In this week’s episode of The Macro Setup, Guy and Dan discuss bullish market sentiment around the SPX, NDX, Bitcoin amidst the VIX’s 1 yr lows, ”mini-bubbles” like cannabis and sports betting correc…
Published on 4 years, 8 months ago
Everything’s Different This Time
Episode 13
In this week’s episode of The Macro Setup, Guy and Dan discuss US growth expectations causing both stocks and bonds to rise and what the drivers of the market have become. They also discuss mass cryp…
Published on 4 years, 8 months ago
Archegos Given No Quarter
Episode 12
In this week’s episode of The Macro Setup, Guy and Dan discuss the S&P500 approaching all-time highs while the Russell and Nasdaq are in correction mode, bank stocks barely took notice of a multi-bil…
Published on 4 years, 8 months ago
The VIX Also Sets
Episode 11
In this week’s episode of The Macro Setup, Guy and Dan discuss vaccine rollout, rates, bank stocks, crude and metals. They also hit on just how far the stock market is looking ahead, the bitcoin/gold…
Published on 4 years, 8 months ago
Market Breadth and Taxes
Episode 10
In this week’s episode of The Macro Setup, Guy and Dan discuss new highs in the S&P500, the US dollar firming, rates holding steady, Bitcoin banging around and the VIX at a one year low. They are joi…
Published on 4 years, 9 months ago
Rate Rampage Over, Nasdaq Strikes Back, Bitcoin Boom
Episode 9
In this week’s episode of The Macro Setup, Guy and Dan discuss the incoming fiscal stimulus, the US’ role in driving global economic growth, the pause in rates and what it means for equities. The co-…
Published on 4 years, 9 months ago