MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 16 January 2025

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4 ⚫ Follow Izabella on X: @izakaminska 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3C9qMSO ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 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 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 individuals, family offices, and other sophisticated investors.
0:18.9	Macrovoices is all about the brightest minds in the world of finance and macroeconomics
0:24.0	telling it like it is, bullish or bearish, no holds barred.
0:28.3	Now, here are your hosts, Eric Townsend and Patrick Suresna.
0:34.7	Macrovoices, episode 463, was produced on January 16th, 2025.
0:40.0	I'm Eric Townsend.
0:41.6	Journalist Isabella Kaminska, formerly of F.T. Alphaville fame, returns as this week's
0:47.3	feature interview guest.
0:48.8	Izzy and I will discuss everything from the changing face of the media to blowback from
0:53.2	Bidonomics to the contagion
0:55.0	of populism across Europe. I also recorded a video interview for the Contrarian capitalist
1:01.1	podcast this week on the future of nuclear energy. You can find that interview linked in your
1:07.1	Research Roundup email or on the contrarian capitalist YouTube channel.
1:16.0	And I'm Patrick Suresna with the macro scoreboard week over week as of the close of Wednesday,
1:23.3	January 15th, 2025, the S&P 500 index, up 52 basis points, trading at 5949.
1:26.9	This was a big bullish reversal day on the CPI numbers.
1:32.5	We'll take a closer look at that chart and the key technical levels to watch in the postgame segment.
1:37.8	The US dollar index up seven basis points trading at 109 spot 09. The Bull advance printed 110 on an intraday basis.
1:42.5	The February WTI crude oil contract up 915 basis points to 80.
1:48.5	The big short squeeze is underway, but is it sustainable?
1:53.5	The February R. Bob gasoline up 896 basis points, trading at 219 following crude oil on the breakout.
2:01.7	The February gold contract up 142 basis points to 2717, spending an entire week
	...

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