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Macro Sunday #48 - Freddie Mac Proposal, Truth Media Stock & Boeing Scandal

The team takes a look at the Freddie Mac proposal, the situation in Israel, the Trump hush money trial, rents, inflation and much more. 
Join in on th…

1 year, 8 months ago

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Macro Sunday #47 - Trump handling interest & China / Singapore

The team takes a look at the US economy, the Trump & interest rate situation, China / Singapore and the crypto news.

Remember to use Geo30 to get 30% …

1 year, 8 months ago

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Macro Sunday #47 - POSTPONED TO NEXT WEEK

We are sorry to inform you that this weeks episode has to be postponed to next week, due to reason out of our hands. 
We wish you a great sunday and h…

1 year, 8 months ago

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Macro Sunday #46 - Inflation in developed markets but not in emerging markets?
Macro Sunday #46 - Inflation in developed markets but not in emerging markets?

We host Vincent Deluard for a discussion on inflation trends in the US, Europe but also in China and Lat-Am. Will the Chinese deflation mainly impact…

1 year, 8 months ago

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Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan

We host Danny Dayan for a discussion on the accelerating US inflation picture. Could the Fed move towards a neutral stance in June and a hike in 2025…

1 year, 8 months ago

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Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot
Macro Sunday #44 - The fake business cycle - Guest: Bob Elliot

Is the business cycle sending fake signals again, and is it fair that markets have priced out the entire recession risk? How will inflation assets th…

1 year, 9 months ago

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Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins
Macro Sunday #43 - Brr-man Powell & ISIS in Russia? Guest: Dario Perkins

This week on Macro Sunday we take a look at Brr-man Powell, USD inflation, what happened in Russia, how to trade a Biden win & much more. Join us!

Hos…

1 year, 9 months ago

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Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com
Macro Sunday #42 - Can the gold rally continue? Guest: Bob Moriarty, 321gold.com

Andreas is out of town, so it's a show of contrarian takes as we discuss gold, silver and everything related.

Can the gold rally continue and what met…

1 year, 9 months ago

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Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt

Oil, Copper and Silver have broken out of recent ranges and the overall commodity picture is starting to look technically compelling. Meanwhile, the …

1 year, 9 months ago

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Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang
Macro Sunday #40 - More liquidity is coming! Guest: Joseph Wang

Liquidity levels are improving in USDs and more may be upcoming via the depletion of the ON RRP. Will the Fed move towards more benign balance sheet …

1 year, 10 months ago

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