MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw   Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aqSkBK   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/483OoFv   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pkiqdI   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4o064GN   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4973pY2   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren’t interested in crypto assets. https://bit.ly/4oMi7IB   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3X396yV   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3L28R4t   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np Variant Perception: https://variantperception.com/macro-pack/  🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/478q6Zg   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3    🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/435x6ot   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pSOuGU   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/