Thank you for this week's interview. There are many good ideas and tons of ideas to seriously consider. There is much complacency, everywhere, in these recent markets. I can't decide what is driving it, except, maybe fear, everywhere, due to Gov't policy, or lack thereof..
I thought commodities would fade late in an economic cycle, but Mr Currie says they should be strong. Clearly, I'm no economist, but I have definitely seen and heard some conflicting viewpoints on the business cycle and commodities.
Re: convergence of US and global gas prices. this will never happen bc of the economics of US LNG export facilities. As soon as global prices drop below the short run marginal cost of US exports, facilities shut-in, leaving more US gas in the domestic market. This is especially true given US LNG is the marginal molecule in the global system
Boomer mentality. No thank you. I'm dumping my physical metals and cursing the time and effort it takes to sell and then the highway robbery between the buy and sell spreads. Out of my entire portfolio, precious metals and the boomer shitcoin explorers have been horrible under performing. Boomers are dropping like flies and younger speculators put money in crypto...
Jeff Currie on macrocoices! Finally after all these years! Great score guys!
Thank you for this week's interview. There are many good ideas and tons of ideas to seriously consider. There is much complacency, everywhere, in these recent markets.
I can't decide what is driving it, except, maybe fear, everywhere, due to Gov't policy, or lack thereof..
Institutional investment flows into the largest 10 names, which continues to lift the S&P500 higher.
The dollar isnt going anywhere anytime soon. MacroVoices one of the few podcasts to tell the truth on that
Silver is a much better superconductor. It can carry something like 110% of the theoretical limit, which is just weird.
This is by far the best financial news channel on UA-cam and any of its other outlets.
I thought commodities would fade late in an economic cycle, but Mr Currie says they should be strong. Clearly, I'm no economist, but I have definitely seen and heard some conflicting viewpoints on the business cycle and commodities.
Re: convergence of US and global gas prices. this will never happen bc of the economics of US LNG export facilities. As soon as global prices drop below the short run marginal cost of US exports, facilities shut-in, leaving more US gas in the domestic market. This is especially true given US LNG is the marginal molecule in the global system
15:05 Copper is not a superconductor; that's a really basic fact. Skipping the interview so his less obvious idiocy doesn't sneak by.
"Own the emissions to reduce them"."Policy driven" Shades os Larry Fink , eh? Own the debt/shares, install your guys inbthe Board?
visuals past your skill set? sheesh...
even the chinese aren't stupid enough to buy gold and oil at a ten year high....oil stellar 23% return.. - doh
Boomer mentality. No thank you. I'm dumping my physical metals and cursing the time and effort it takes to sell and then the highway robbery between the buy and sell spreads.
Out of my entire portfolio, precious metals and the boomer shitcoin explorers have been horrible under performing. Boomers are dropping like flies and younger speculators put money in crypto...
You're totally right. I hear saylor, calling...
dude talks too much..they prolly fired him for being a bore. lol
Great vid. one of your best.