MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 6 June 2024

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4c7SjjF ✅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

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
0:14.2	individuals, family offices, and other sophisticated investors. Macro Voices is
0:19.8	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.
0:40.0	Macro Voices episode 431 was produced on June 6, 2024. I'm Eric Townsend.
0:41.0	Ekri co-founder Lakshman Achuthen returns as this week's feature interview guest.
0:46.5	We'll discuss the growth in inflation cycles, why inflation is likely to remain sticky,
0:51.5	precious metals, energy prices, and much more.
0:54.8	And I'm Patrick Serresna with the macro scoreboard week over week as of the close of Wednesday,
0:59.1	June 6, 2024, the S&P 500 June futures were up 155 basis points trading at 5366.
1:08.2	The S&P 500 close at an all-time new high.
1:11.7	We'll take a closer look at that chart and the key technical levels
1:14.7	to watch in the post-game segment. The U.S. dollar index down 76 basis points to 10430.
1:21.6	The July W.T.I. Crude Oil Contract down 651 basis points trading at 7407.
1:29.5	A breakdown in oil now a stone throw away from its 52 week low. We'll take a look at that
1:35.0	chart in the post game and Eric will have the EIA inventory data. The July
1:39.6	Arbob gasoline down 447 basis points to 235 the August gold contract up
1:46.3	145 basis points trading at 2375 trading at the top of a one-week trade
1:52.2	range copper down 397 trading at the top of a one-week trade range,
1:52.8	copper down 397 basis points, trading at 4.60,
1:57.1	now deeply reverting the April and May rally,
	...

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.