Topics Covered
macrovoicesdavid_rosenbergfed_policyus_inflationai_boomk_shaped_economys_and_p_500precious_metalsgold_pricewti_crude_oillabor_marketnew_zealand_tax_havenlakshman_authaneconomic_cycles_research_institutebusiness_cycle_analysisinflation_cyclesregime_changek_shaped_consumptionai_investmentus_economic_indicatorsism_pmicore_pce_price_indexsp500_marketoil_pricesglobal_liquidity_cycle65_month_cyclemichael_howellglobal_liquidity_indicesdebt_refinancing_cycledebt_liquidity_ratiorepo_market_tensionstreasury_general_accounttreasury_qefed_qeeverything_bubbleequity_outperformance_winding_downcommodity_outperformancesulfur_futures_option_trademidterm_elections_2026fed_rate_cutsdecember_2026_sofr_futuresnvidia_earningsus_dollar_strengthgold_consolidationcrude_oil_backwardationuranium_etftreasury_yield_trendmacrovoices_podcastbigpicturetrading_webinarbusiness_cyclesjooc_indexindustrial_materials_pricesus_treasury_yieldsp_500nixon_shockenergy_crunchwealth_inequalitysp500_collar_tradeai_bubblemacro_resilienceholiday_thin_liquiditynvidiaamdgold_breakouturanium_marketus_dollareuro_breakdownfed_meeting_2026ten_year_treasury_yieldbigpicturetradinguranium_minersurra_optionsbull_call_spreadimplied_volatilityus_government_shutdownus_dollar_indexsp500wti_crudegold_futurestreasury_yield_10yrequity_outperformance_endrepo_market_stressus_treasury_maturity_wallfed_liquiditytrump_midterm_elections_2026sulfur_futures_tradeeuropean_defenseairbus_stockdefense_spending_cycletrade_of_the_weekasymmetric_trading_challengesp500_analysismoving_averagefomc_meetingcrude_oil_pricesgold_pricessilver_pricescopper_pricestreasury_yieldsus_china_geopoliticseconomic_statecraftrare_earths_export_controlsus_dollar_stablecoinsg2_conceptsp500_indexusd_indexecb_policyrussian_oil_refinery_explosionstrump_xi_meetingcapital_controls_usmarco_papicgeo_macro_outlook_2026venezuela_no_fly_zonesaudi_arabia_oil_policyrussia_ukraine_peace_dealchina_japan_tensionsus_midterm_elections_2026oil_prices_opecsection_123_nuclear_agreementchinese_equities_2025european_defense_stocksvenezuela_geopoliticstrump_venezuela_no_fly_zonembs_saudi_us_nuclear_agreementrussia_ukraine_peace_negotiationsjapan_china_tensionsus_china_trade_relationsoil_prices_2025wti_crude_pricessp500_market_updatecore_pce_indexfomc_december_2025bca_research_marco_papicjim_bianobianco_researchfed_rate_cutsplit_fedreserve_market_purchasesquantitative_tighteningbond_vigilantestrumps_administrationkevin_hassetinflation_expectationsillegal_immigrationtreasury_marketrepo_marketus_treasury_optionstlt_put_spread10_year_yields_and_p_rate_cutsilver_pricemacrovoices_episode_506mike_greensimplify_asset_managementpassive_factorbond_volatilityhigh_yield_spreadscovered_call_etfsoil_marketnatural_gas_aigold_price_rallychina_gold_demandfomc_meeting_minutesus_china_trade_tensionsbitcoin_stablecoinsrobert_khaneurasia_groupindustrial_policy_ustariffs_usfed_chair_selectionfederal_reserve_independenceukraine_russia_conflictus_eu_relationsnato_withdrawal_billnasdaq_100qqqewy_etfsouth_korea_techmemory_semiconductor_cycleai_memory_boomcrude_oil_wtigold_marketuranium_urra_etfsecular_inflationcrude_oil_volatilityiron_condor_tradelong_gold_positiondovish_fed_policy_errortrump_energy_policyrussian_ukraine_oil_geopoliticssmh_semiconductor_etfnvidia_stockurania_uranium_etf10_year_treasury_yielddollar_indexeurasiagroupus_tariffsaffordability_issuefed_chair_selection_2026chris_wallerus_russia_ukraine_conflictfrozen_russian_assetsnato_withdrawal_riskus_china_relationsai_stock_pressurejapanese_yenyen_futuresyen_optionsus_japan_rate_differentialai_arm_racechina_nuclear_energyus_nuclear_policychris_wrightcrude_oil_forward_curvetreasury_yieldbig_picture_tradingdisinflation_2026new_zealand_tax_residencysp500_put_spreadus_dollar_trendvenezuela_oil_productionsector_rotation_mag7gold_price_targeturanium_etf_uracopper_bull_markettrump_policy_riskvolatility_tradebloomberg_commodity_index_rebalancingjobs_numbers_forecast42_macrodarius_daleeric_townsendpatric_sereznaai_capex_boombullish_positioningmonetary_policy_cyclefiscal_policy_cycleliquidity_cycleus_treasury_marketcrude_oilgolduraniumpatrick_sznacrowd_bullish_positioningtreasury_supply_demand_imbalancebitcoinnew_zealand_active_investor_visanz_golden_visa_programtax_holiday_new_zealandcapital_gains_tax_exemption_nzhigh_net_worth_investorsfamily_office_immigrationventure_capital_investment_nzprivate_equity_nzimmigration_attorney_mark_williamsproperty_purchase_restrictions_nzlegislation_q1_nzmacrovoices_episode_513wti_optionsput_credit_spreadcrude_oil_tradetrump_geopoliticssilver_parabolic_movecopper_marketsp500_futuresmag7_etfjpmorganbank_of_americatrump_oil_policyvenezuela_oil_sanctionsiran_oil_sanctionsrussia_oil_sanctionsbrent_crudeus_strategic_petroleum_reserveoil_forward_curveoil_market_glutcommodity_contextrory_johnstonusmca_renegotiationmacrovoices_episode_515donald_trump_oil_policybrent_crude_pricewti_crude_pricewestern_canadian_selectarctic_geopoliticschevron_venezuela_investmentsexxon_venezuela_strategytrafigura_oil_trading