MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 26 September 2024

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3TIqpnK ✅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. 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 447 was produced on September 26, 2024. I'm Eric Townsend.
0:42.0	Eric Peters, CIO of both One River Asset Management and now also
0:46.5	Coinbase Asset Management, returns as this week's feature interview guest.
0:51.2	We'll hit all the usual macro suspects from secular
0:54.7	inflation to competitiveness of the US versus Europe versus China to the US dollar
1:00.1	to de-globalization and much more.
1:03.0	And I'm Patrick Sorezna with the macro scoreboard week over week as of the close of Wednesday,
1:07.3	September 25, 2024.
1:09.8	The December S&P 500 futures up 174 basis points trading at 5779.
1:16.0	The bull trend continues to all-time highs with this post-FOMC rally.
1:20.7	We'll take a closer look at that chart and the key technical levels to watch in the post-game segment.
1:26.0	That US dollar index down 1 basis points to 100 spot 9-2, the November W.TT-I crude oil contract down 27 basis points, trading to 69, turning
1:37.8	lower, but will we see a retest of the lows?
1:40.8	We'll take a look at that chart in the post game and Eric will have the EIA inventory data
1:45.4	the November Ar Bob Gasoline down 51 basis points trading to 197 the December
1:51.5	gold contract up 335 basis points trading to
1:55.2	2685 old-time new highs and a stone throw away from the 2,700 target. The
	...

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