Charts of the Month - September '23
The Big 7 vs. The Old Guard, The U.S. Consumer - Not Dead Yet, and The Dirtiest Cities in the World
Tony Greer, founder of TG Macro, sits down with Roger Hirst for an hour-long masterclass on trading through the 'potential' reflation trade.
Roger and Ed discuss the question on everyone's mind - Will there be a long shallow recession?
The 10-year U.S. Treasury yield is the most important chart in the world right now.
What people don’t realize is the US equity market is $40 trillion, but the amount of flows that move the market is only $50 billion
Kuppy breaks down his thoughts on investing through economic resilience
Roger & Jacob discuss investing through a Geopolitical Framework. China, USD hegemony and de-globalization.
Roger & Julian discuss the current macro landscape and how the Fed likely knew a hard landing was always going to be the likely scenario.
Roger explores some of the lessons Grant has learned over the years of interviewing some of the brightest minds in markets.