MacroVoices #502 Tian Yang: A Whiff of Reflation?

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/  

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46B94Tk   ✅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, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3KsOX25   ✅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, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI   Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Free Trial To Claim Your Pass! Here: https://dub.link/qt10D1y   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3VcCwd6   ✅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, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp   Trade Bianco’s Bond View Live! (Members-Only Guest Pass) Register Here: https://dub.link/qt10D1y   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3HGazr6   ✅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, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV   ✅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 Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU  🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3UBs7aD    ✅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/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/47rWXKf   ✅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/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials