MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 15 August 2024

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p ⚫ Follow Diego on X: https://www.x.com/ParrillaDiego🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3M9XNzD ✅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

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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 Serresna.
0:40.0	Macro Voices episode 441 was produced on August 15th, 2024. I'm Eric Townsend.
0:41.6	Quadriga's CEO and noted author, Diego Paria returns as this week's feature interview
0:46.4	guest.
0:47.4	We'll discuss all the usual macro suspects from whether the recent equity market dislocation
0:52.2	was just a flash in the pan or the start of a new bear market.
0:55.6	Diego's outlook for inflation, commodities, precious metals, and more.
1:00.2	And I'm Patrick Sorezna with the macro scoreboard week over week as of the close of Wednesday,
1:04.6	August 15, 2024. The September S&P futures up 478 basis points, trading at 54-77.
1:13.0	The market continues to recover from the Cary Trade Carnage.
1:16.0	We'll take a closer look at that chart and the key technical levels to watch
1:19.2	in the post-game segment.
1:20.8	The US dollar index down 59 basis points to 102.57, the September W.T. I crude oil
1:27.2	contract up 233 basis points training at 7698. Recovering from oversold conditions,
1:34.4	we'll take a look at that chart in the postgame
1:36.1	and Eric will have the EIA inventory data.
1:39.0	The October Arbob Gasoline down 92 basis points
1:42.4	training at 215.
	...

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