All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 26 July 2019

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-Star Dr. Pippa Malmgren weighs in on Iran geopolitical risks, updates her thesis on President Trump having ambitions for a news network after the white house, and comments on Facebook’s $5bn fine. Link: http://bit.ly/2ZffYK1

Transcript

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0:00.0	This is a special edition of Macro Voices with hedge fund manager Eric Townsend.
0:13.8	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.4	offices, and other sophisticated investors.
0:22.5	Now for this special edition of Macro Voices, here's hedge fund manager Eric Townsend.
0:29.6	Macro Voices All Stars Episode 37 was recorded on July 24, 2019.
0:36.5	I'm Eric Townsend.
0:38.0	All-star Dr. Pippa Moundgren is back with us today, and this episode of Macro Voices All Stars
0:43.4	is brought to you by top traders on plug.com, the leading podcast for systematic trading
0:49.0	and investing.
0:50.0	They're even offering Macro Voices listeners a free book.
0:53.2	I'll tell you how to claim it at the end of this episode.
0:56.4	Pippa, it is great to have you back on the program.
0:59.7	We got to start with Iran.
1:01.7	Now, I'm an oil trader.
1:03.3	I thought I understand this, but basically we've got not just one, but now the story is
1:07.8	two drones shut down, escalating tensions.
1:12.5	There is a lot of rhetoric in the system that Iran says, hey, we're ready for a fight.
1:18.1	We're not going to take it laying down.
1:19.8	Go ahead, punk, make my day.
1:22.2	Meanwhile, oil prices are trading down on the news.
1:26.8	Help me with the concept.
1:28.1	I thought I understood some of this stuff, Pippa.
	...

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