MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 7 December 2023

⏱️ 87 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR ✅SPECIAL WEBINAR "Discover Your New Favourite Hedging Strategy" Monday, December 11th, 1pm ET Register For FREE!: https://www.bigpicturetrading.com Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41giQXR ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

Click on a timestamp to play from that location

0:00.0	This is macro voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family
0:15.5	offices and other sophisticated investors.
0:19.1	Macro Voices is all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.3	bullish or bearish, no holds barred.
0:28.2	Now here are your hosts Eric Townsend and Patrick Sorezna.
0:41.0	Macro Voices episode 405 was produced on December 7th, 2023. I'm Eric Townsend.
0:42.0	Clock tower group Chief Strategist 7th, 2023, I'm Eric Townsend.
0:43.0	Clock tower group chief strategist Marco Papich will join me as this week's feature interview
0:47.6	guest.
0:48.6	We'll discuss all of the geopolitical developments around the world and their impacts on financial markets.
0:54.0	And I'm Patrick Serresna with the macro scoreboard week over week as of the close of Wednesday, December 6,
0:59.4	2023.
1:01.0	The S&P 500 December futures were down 7 basis points, closing at 4556.
1:07.2	The market has now been consolidating for two weeks and now holding in anticipation of the
1:12.3	jobs numbers and FOMC.
1:14.2	We'll take a closer look at that chart in the key technical levels to watch in the post-game segment.
1:19.4	Also note that the contract role from the December contract to March occurs this
1:24.4	coming week with about 50 points of contango between them. The US dollar index up
1:29.3	127 basis points to 104-15 retracing its November decline the January W.T.I. crude oil
1:36.6	contract down a thousand and eighty-nine basis points to 6938. Now just a stone throw away from retesting the year lows. We'll take a
1:46.7	look at that chart in the post game and Eric will have the EIA inventory data. The January
1:52.4	R Bob gasoline down 978 basis points trading at
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Hedge Fund Manager Erik Townsend, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Hedge Fund Manager Erik Townsend and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.