Great conversation with Mark Rossano via Primary Vision Network - Macro/Energy
Latest appearance on The Market Huddle - Just Chatting All Things Macro
The Market Huddle - Talking Charts - EM FX & Crypto
I was on the Wharton School's great XM show in April talking energy markets and macro. This was a good breakdown of my bullish natural gas thesis.
I have now been on Know Your Risk Radio multiple times - all links below
December 2020 - Talking 2021, inflation, growth, energy & ag
August 2020 - Talking macro, fiscal > monetary and debut jubilee
May 2020 - Talking real economy vs markets - history & future
April 2020 - Talk macro & value with Zach and Tobias Carlisle
February 2020 - Talking COVID-19 in China and much more
June 2019 - Talking Macro
April 2019 - Talking Macro
Note: Real Vision no longer runs Think Tank - email me if you want a copy as the links are now broken
Real Vision Think Tank ran The Emerald from July which was about the huge role fiscal policy will play in the years ahead. In the letter, I touch on MMT, Greenbackers, and what the coming fiscal/monetary coordination will mean for markets.
Real Vision Think Tank ran this volume of The Cascade on Hong Kong - if you are a Real Vision subscriber check it out...
Real Vision Think Tank this volume of The Cascade on my Turkey short- if you are a Real Vision subscriber check it out...
Quick mention in a NYT article about Real Vision and my friend Kieran O'Dea...
Shoutout from my friend Kevin Muir on a blog post that hit ZH...
Interview with Anthony Crudele on Futures Radio Show
My appearance on The Market Huddle...
Did a quick hit on The Market Huddle after a fun day of trade war escalation.
FX interview with Dale Pinkert of Forex Analytix...