MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 22 February 2024

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq ⚫ Follow Mike on X: https://www.twitter.com/profplum99 ⚫ Follow Mike on Substack : https://www.yesigiveafig.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/42MYjuW ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 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 🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y 🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk 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
0:14.2	individuals, family offices, and other sophisticated investors.
0:18.0	Macro Voices is all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.6	bullish or bearish, no holds barred.
0:28.3	Now here are your hosts, Eric Townsend and Patrick Sorezna.
0:41.0	Macro Voices episode 416 was produced on February 22nd, 2024. I'm Eric Townsend.
0:42.0	Simplify Asset Management, Chief Investment Strategist, and Portfolio Manager Mike Green returns
0:48.0	as this week's feature interview guest.
0:50.0	We'll discuss Jim Bianco's call that inflation may have already bottomed,
0:54.1	backwardation in commodities markets, where rates and markets are headed from here,
0:58.4	precious metals, and much more.
1:00.6	I also have a couple more sub-stack posts on nuclear energy in the works so if you haven't already
1:05.7	Be sure to subscribe to my sub-stack for free at Eric Townsend.substack.com
1:11.0	And I'm Patrick Sresna with the macro scoreboard week over week as of the close of Wednesday, February 21st,
1:17.3	2024. The S&P 500 futures were down 44 basis points to 4996 while flat on the week.
1:25.8	NVIDIA earnings had the S&P 500 attempting a new breakout.
1:30.1	We'll take a closer look at that chart and the key technical levels to watch in the post-game segment.
1:36.0	Now the US dollar index down 69 basis points trading at 10399 failed to hold the breakout attempt above 104-50 and is now mean reverting its recent strength.
1:48.0	The March W.T. I crude oil contract up 166 basis points trading at 7791.
1:55.0	Edging toward the January highs, we'll take a closer look at that chart in the post game.
2:00.0	The March Arbob Gasoline down 172 basis points trading at
2:05.3	228 the April gold contract up 150 basis points trading at
	...

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