Hello full of rebel capitals hope you're well I'm here with my good buddy Chris

Macintosh the expert when it comes to all things macro but especially the commodity

space so we're going to get into that right now because as you guys know I'm very

bullish on commodities long term I think we're in a commodity super cycle but it's a matter of you know how is it's going to play out in

2023 with what the yield curve is telling us and we've got this

recession that's coming our way and how that impact commodity prices we just had

OPEC Plus come out yesterday they said they're gonna cut by a million barrels a day and how does this impact the oil price,

therefore consumer price inflation, how does this impact what the Fed is going to do?

Chris is going to answer all those questions for you and more right now on this live stream.

Jesus.

So Chris, welcome to the show my brother.

So what do you think, man?

What's going on with macro?

This is, look, there's the thing. This is now an evident war, right?

It's been a, it's been a financial war for some time, and now it's just, it's much more

transparent. And ultimately when you go through history, what ordinarily happens is you have these sort of, it's like a tip for tats, right? It's like a bunch of goons in the pub, and they're like, you know, what are you looking at? What are you looking at?

Then they start pushing each other and shoving.

And you know at some point someone's going to throw a punch.

It's going to be a right hook or a left hook.

And you don't know if it's one or the other.

Maybe somebody throws a chair. But then it's all chaos and it's one or the other, maybe somebody throws a chair.

But then it's all chaos and it's all off.

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