MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 18 January 2024

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3 ⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland ⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/ 🌟The Gold Standard of Profits🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩 Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar Monday January 22nd, 2024 at 1:00pm ET Register here for 𝗙𝗥𝗘𝗘: https://www.bigpicturetrading.com/gold 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr 🔻Download This Episode's Chartbook: 📈📉: https://bit.ly/3HpyhE0 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 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

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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.
0:40.0	Macro Voices episode 411 was produced on January 18th, 2024. I'm Eric Townsend.
0:42.0	Yeroon Blocland returns as this week's feature interview guest.
0:45.0	We'll discuss inflation, soft versus hard-glanding,
0:49.0	sustainability of the U.S. national debt,
0:51.0	geopolitics, precious metals, and much more.
0:54.5	I want to thank the several listeners who pledge to subscribe to a paid version of my new
0:59.4	sub-stack blog blog at Eric Townsend. substack.com.
1:03.6	To let the truth be told, I didn't even know that substack had a feature to solicit
1:07.4	subscribers to pledge to pay for content that frankly I'm planning to keep free
1:12.1	anyway. So I've figured out how to keep free anyway.
1:13.0	So I've figured out how to disable that feature so nobody else will be solicited.
1:16.8	But for those of you who were kind enough to offer to pay for something I don't really intend to sell,
1:21.3	I'm very much flattered by the gesture.
1:23.4	So thank you very much.
1:24.8	And I'm Patrick Serresna with the macro scoreboard week over week as of the close of Wednesday,
1:29.9	January 17th, 2024, the S&P 500 March futures were down 102 basis points to
1:37.8	4771 trading in a range typical gamma pin price action for an op-ex week. We'll take a closer look at that a
	...

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