MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 29 August 2024

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm ⚫ Follow Viktor on X: https://www.x.com/ViktorShvets🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3T8HDu1 ✅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 ✅ Visit OptionFinity: www.optionfinity.com ✅ 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.
0:18.0	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.
0:40.0	Macro Voices episode 443 was produced on August 29th, 2024. I'm Eric Townsend.
0:42.0	Macquarie's Global head of desk strategy, Victor Schvez, returns as this week's
0:46.6	feature interview guest.
0:48.2	We'll discuss everything from Central Bank policy around the globe and whether it's become politicized to recession risks, to why there's
0:55.7	been no significant repercussions to the Yincare trade unwind, to politics and geopolitics
1:01.7	to commodities and of course the U.S. stock market.
1:04.8	Patrick has a new video out explaining how Nancy Pelosi uses options to trade markets,
1:10.8	but of course never on inside information.
1:13.8	She wouldn't do that.
1:15.2	Patrick will tell you where to find that video in this week's post-game segment.
1:19.6	And I'm Patrick Sorezna with the macro scoreboard week over week as of the close of Wednesday, August 28,
1:25.5	2024.
1:27.0	The September S&P futures were down 55 basis points closing at 5610.
1:32.4	The market showing a point of exhaustion after a
1:34.7	strong three-week bull run. We'll take a closer look at that chart and the key
1:38.8	technical levels to watch in the post-game segment. The US dollar index down 10 basis points to 101.
1:45.0	The October W.T. I crude oil contract up at 360 basis points to 7452, bouncing off its lows lows but a lot of work for the Bulls ahead to try
	...

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