MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 27 June 2024

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/ ⚫ Follow Bill on X: https://www.x.com/bill_blain 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3zlNrJI ✅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. 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.
0:41.0	Macro Voices episode 434 was produced on June 27th, 2024. I'm Eric Townsend.
0:43.1	Bill Blaine returns as this week's feature interview guest to discuss everything from the
0:47.1	equity market melt-up to inflation to bond deals.
0:51.1	Bill is no longer affiliated with Shard Capital and recently launched his own firm,
0:56.0	Winship Capital.
0:57.7	I'll ask him about that as well.
1:00.0	And I'm Patrick Sresno with the macro scoreboard week over week as of the close of Wednesday, June 26,
1:05.4	2024.
1:07.0	The S&P 500 September futures were down 31 basis points, training at 5543.
1:13.4	NVIDIA's short-term high stalled out the index.
1:16.4	We'll take a closer look at that chart and the key technical levels to watch in the post-game
1:20.8	segment.
1:21.8	The US dollar index up 78 basis points, trading to 1.06.04 continues to strengthen the
1:29.1	August W.T.I. Crudow contract up 24 basis points, trading at 80-90, holding along those June
1:36.2	highs.
1:37.2	We'll take a closer look at that chart in the post game where Eric will also have the
1:40.5	EIA inventory data, the August Ar Bob gasoline up 244 basis points trading at
	...

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