MacroVoices #436 Tian Yang: Left & Right Tails

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 12 July 2024

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eWdN5o ✅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.
0:40.0	Macro Voices episode 436 was produced on July 11, 2024. I'm Eric Townsend.
0:42.0	Variant Perception CEO Tian Young returns as this week's feature interview guest.
0:47.0	We'll discuss the leading indicators and why Tian says a curve steeperer is the trade to put on here.
0:53.0	And I'm Patrick Sresna with the macro scoreboard week over week as of the close of Wednesday, July 10th,
0:58.9	2024.
0:59.9	The S&P 500 September futures were up 175 basis points trading to 5688.
1:07.0	The melt-up of the MAG7 continues.
1:09.4	We'll take a closer look at that chart and the key technical levels to watch in the post game segment.
1:14.9	The US dollar index down 33 basis points training 10498.
1:19.4	The August W.T.I crude oil contract down 212 112 basis points trading at 8210.
1:24.9	We'll take a look at that chart in the post game and Eric will have the EIA inventory data.
1:29.8	The August Ar Bob gasoline down 385 basis points trading to 250 the August gold contract up
1:36.7	42 basis points trading to 2379 strengthening back towards its all-time highs, but will we see a breakout of 2,400?
1:46.0	Copper up 155 basis points, trading to 460, Uranium up 53 basis points trading to 895 and the US 10 year Treasury
1:56.6	yield down 6 basis points trading to 429. The key news to watch this
2:01.8	Friday is the core PPI inflation numbers and next week we have the
2:06.2	Empire State Manufacturing, retail sales, and the ECB monetary policy statement.
	...

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