MacroVoices #470 Michael Every: A Week Where Decades Happen?

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 6 March 2025

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4i2GWNm ✅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
0:22.6	and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are
0:29.0	your hosts, Eric Townsend and Patrick Suresna. Macrovoices episode 470 was produced on March 6th, 2025.
0:40.0	I'm Eric Townsend.
0:41.7	Robo Banks, Michael Evry returns as this week's feature interview guest.
0:45.6	We thought Michael's advice to take President Trump seriously, but not necessarily,
0:50.0	literally, proved to be quite prescient.
0:52.6	So we asked him back to comment on this week's
0:55.6	overwhelming news flow on so many fronts, from Trump and Zelensky's Oval Office antics,
1:01.6	to Canada and Mexico tariffs, to four significant executive orders from President Trump,
1:06.8	to crypto, to the U.S. sovereign wealth fund, to the explosion of populism around the globe,
1:13.0	to where we stand with China.
1:15.1	And I'm Patrick Suresna with the macro scoreboard week over week as of the close of Wednesday,
1:20.1	March 5, 2025.
1:22.2	The S&P 500 index down 191 basis points trading at 5842.
1:28.7	So far, all the buy-on dips have been falling flat.
1:32.3	We'll take a closer look at that chart and the key technical levels to watch in the
1:36.3	post-game segment.
1:37.6	The US dollar index down 207 basis points, trading out 104-27, the biggest three-day drop we've seen in over a year.
1:47.5	The April WTI crude oil contract, down 337 basis points, now trading at 6631, now testing the 52-week
1:56.1	lows.
	...

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