MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 25 July 2024

⏱️ 86 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic ⚫ Find Out More: https://www.bcaresearch.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Yk6iPQ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 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.
0:18.2	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.
0:39.0	Macro Voices episode 438 was produced on July 25, 2024. I'm Eric Townsend.
0:41.0	Geopolitical expert Marco Papic returns is this week's feature interview guest, and no surprise, the primary topic
0:48.4	will be recent events in the U.S. presidential race and how they translate to an outlook and risk profile for
0:55.4	financial markets.
0:56.4	And I'm Patrick Sorezna with the macro scoreboard week over week as of the close of
1:00.4	Wednesday, July 25, 2024. The September S&P 500 futures down
1:06.0	296 basis points trading at 5472. The market selling accelerated on the
1:12.2	first wave of earnings. We will take a closer look at that
1:14.9	chart and the key technical levels to watch in the post-game segment.
1:19.1	The US Dollar Index up 57 basis points trading at 10433 the September W.T. I crude oil
1:26.2	contract down 473 basis points trading at 7,59 deeply reverting the June rally.
1:33.7	We'll take a look at that chart in the post game, and Eric will have the EIA inventory data,
1:38.7	the September Arbob Gasoline, down 203 bases points to 241.
1:44.4	The August gold contract down 179 basis points to 2415.
1:50.3	Pulling back after that bullish breakout.
1:53.0	Copper down 659 basis points to 4-11.
1:56.8	The selling has been relentless cutting through key support lines.
	...

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.