MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets.
Link: https://bit.ly/3LZ2TgU
MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion
MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked
ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy
ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis
ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces
MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?
Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis
MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
Energy Doc Episode #4: What’s wrong with Nuclear Energy?
MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more
MacroVoices #359 Lyn Alden: 2023 Macro Outlook
MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited
MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half
MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
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