Macro Voices

MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year

8 snips
Apr 13, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
Eric Townsend on the Future of Energy
02:47 • 2min
3
The Fed's Debt Ceiling Showdown
04:24 • 2min
4
The Fed's Dynamic on Inflation
06:00 • 2min
5
The Implications of QE and Yield Control in the Future
07:38 • 2min
6
The Fed's Fiscal Tension
09:21 • 1min
7
The Politics of Debt Ceilings
10:49 • 2min
8
The Federal Government's Balance of Payments
12:25 • 1min
9
The Fed Forces a Massive Wall of Maturities in the Corporate Bond Market
13:53 • 2min
10
The Fed's Advanced QE on Corporate Bond Issuers
15:55 • 2min
11
The Fed's Fallacy in Rate Cuts
17:38 • 2min
12
The Fed's Political Battle With Inflation
19:23 • 2min
13
The Future of the Oil and Gas Sector
20:57 • 2min
14
The Unipolar World Versus the Multipolar World
23:16 • 2min
15
The Importance of M&A in the Energy Business
24:53 • 2min
16
The Role of the Oil Majors in the Oil Market
26:32 • 2min
17
The Consolidation of the Energy Space
28:34 • 1min
18
The Importance of Arbitrage in the Market
30:00 • 2min
19
The Role of Reserves in the Acquisition of Oil Producers
31:38 • 2min
20
The East West Supply Chain Dynamic After the Vietnam War
33:48 • 2min
21
The Importance of De-Dollarization
35:22 • 2min
22
The $50ization of the Energy Trade
37:28 • 2min
23
The Lehman Crisis: A New Book
39:02 • 2min
24
The COVID Crisis: A Fiscal and Monetary Response
40:37 • 2min
25
The Bear Traps Report
42:18 • 2min
26
The Bear Traps Report on Crude Oil
43:58 • 3min
27
Crudal Oil: A Bullish Trading Range
46:59 • 2min
28
The Technical Trend Is Still Bullish
49:20 • 2min
29
The Volatility Index
50:51 • 2min
30
The US Dollar Index Is in a Holding Pattern
52:37 • 2min
31
The Gold Futures Chart: A Classic Textbook Pattern
54:59 • 2min
32
The 10 Year Treasury Yields
56:37 • 2min
33
MacroVoices Research Roundup
58:48 • 2min
34
MacroVoices: A Free Weekly Research Roundup
01:00:21 • 2min