4.8 • 3.4K Ratings
🗓️ 14 November 2024
⏱️ 79 minutes
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0:00.0 | This is Macro Voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices, and other sophisticated investors. |
0:18.9 | Macrovoices is all about the brightest minds in the world of finance |
0:22.6 | and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are your |
0:29.2 | hosts, Eric Townsend and Patrick Suresna. Macrovoices episode 454 was produced on November 14th, 2024. I'm Eric Townsend. |
0:41.7 | Stonex chief macro strategist Vincent Deliard returns is this week's feature interview guest. |
0:47.2 | We'll discuss secular inflation, the gig economy, and what Vincent is calling the shadow lending and savings markets. |
0:54.1 | Vincent's take on precious metals in the wake of the election and how far they have left to fall, |
0:59.0 | plus a new hypothesis Vincent is calling the five-body problem. |
1:03.4 | After the feature interview, in our postgame segment, |
1:06.0 | I'll add some of my own commentary about the news flow coming out of the Trump transition team in |
1:11.6 | the wake of the election, including what Elon, Vivek, and Tulsi's appointments will mean |
1:16.6 | to establishment wings of both political parties. And I'm Patrick Suresna with the macro scoreboard |
1:22.3 | week over week as of the close of Wednesday, November 13, 2024, the December S&P 500 futures up 97 basis points |
1:31.1 | trading at 6,016. The post-election momentum continues. We'll take a closer look at that chart |
1:37.5 | and the key technical levels to watch in the postgame segment. The US dollar index up 130 basis |
1:43.9 | points trading at 10648, ripping into |
1:47.6 | resistance at multi-year high, but will we see the breakout? The December WTI crude oil contract |
1:54.3 | down 455 basis points, trading at 6843, continues to trade along support lines established over the last few months. |
2:03.8 | The December Arbob Gasoline down 396 basis points, trading at 194. |
2:10.1 | The December gold contract down 460 basis points, trading at 2553, quickly retracing 50% of the games made since the summer copper down |
2:22.0 | 565 basis points trading at 401 accelerated selling has us back down to the august lows uranium up |
2:30.2 | 149 basis points trading at 78 30 the u.s 10 year treasury yield up to basis points trading at 7830. The U.S. 10-year treasury yield up two basis points trading at 445. |
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