Podcast Episodes
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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 …
4 years, 6 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…
4 years, 7 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. Th…
4 years, 7 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 slowdow…
4 years, 7 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 infla…
4 years, 7 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 b…
4 years, 7 months ago
Hot Numbers All Over The Place
Episode 27
In this week’s episode of The Macro Setup, Guy and Dan discuss hot inflation numbers, China’s warning to the world, crude at critical levels, and a t…
4 years, 8 months ago
One dog is looking one way, the other dog is looking the other way, and the old guy is asking ‘what do you want from me?’
Episode 26
In this week’s episode of The Macro Setup, Guy and Dan discuss retail investors rushing into stocks, China’s crackdown on Didi, and oil at multi-year…
4 years, 8 months ago
In Through The Out Door
Episode 25
In this week’s episode of The Macro Setup, Guy and Dan discuss the first half of the year, stocks at record highs, the big tech boom, bond market vol…
4 years, 8 months ago
The dreaded bitcoin “death cross”
Episode 24
In this week’s episode of The Macro Setup, Guy and Dan discuss inflation, the bond market roller coaster ride, and the bitcoin “death cross.” They ar…
4 years, 8 months ago