Podcast Episodes
Back to SearchMacro Sunday #49 - PCI report hot as Greece & Chinas air pollution! Guest: Marvin Barth
Join the team this week for a discussion on the PCI report, Chinas weather, the business cycle watch & much more.
Guest: Marvin Barth - Thematic Mark…
1 year, 10 months ago
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, 10 months ago
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, 10 months ago
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, 11 months ago
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, 11 months ago
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, 11 months ago
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, 11 months ago
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…
2 years ago
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…
2 years ago
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 …
2 years ago