This is macro voices, the free weekly financial podcast targeting professional finance, high net worth

individuals, family offices, and other sophisticated investors. Macro Voices is

all about the brightest minds in the world of finance and macroeconomics telling it like it is,

bullish or bearish, no holds barred.

Now here are your hosts, Eric Townsend and Patrick Sorezna.

Macro Voices episode 401 was produced on November 9th, 2023. I'm Eric Townsend.

Gering and Rosenzwegg co-founder Lee Gering returns as this week's feature interview guest.

Lee and I will discuss the relationship between monetary policy and commodities investing.

I'm also going to be doing a webinar today Thursday

afternoon November 9th at 4.30 p.m. Eastern time for our friends Mike Green and

Harley-Bassman over its Simpl asset management.

That webinar includes a live question and answer segment.

So if you hear this in time to attend the live webinar,

you can register using the link in your research round-up email.

If you miss the live webinar on Thursday afternoon, November 9th, there should be a replay

available on the Simplify website and we'll post that link in next week's Research Roundup

or whenever it's available.

Speaking of Harley-Basman, Harley's new E.T.F.

for trading the Mortgage Back Security Strategy that Harley described in his September 14th

Macro Voices interview began trading this week

under ticker symbol MTBA. We'll have a full update for you in our postgame segment.

And I'm Patrick Sresenin with the the macro scoreboard week over week as of the close of Wednesday, November 8th,

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