13 Comments

probably the best 30 mins of the week with 2 living legends of trading. A must listen as everyone is getting ready for the next chapter of the year of political hell.

https://themacrobutler.substack.com/p/apres-macron-le-deluge

Expand full comment
author

Laurent I'm hiring you for our sales department!!! Love you man.

Expand full comment

Thanks Tony. My pleasure to do it for free from Singapore

Do'nt forget to visti my substack

https://themacrobutler.substack.com/

Expand full comment

My weekly must watch podcast. Thanks for your time guys.

Expand full comment
author

then it's decided. we'll do the Macro Dirt Podcast every week.

Expand full comment

Keep it rolling boys. Fun and informative!

Expand full comment
author

rollin rollin rollin

Expand full comment

Your carbon footprint for heating your home is laudable (but insignificant of course !)

Expand full comment

So enjoyed this one Guys!

Never sure about silver. There was so many fines for fraud by big players - lost confidence with paper price action and to much hassle to sell the the tarnished supposedly silver teapot sitting in basement (passed on by the elders).

Homebuilders tricky. Definitely interest rate sensitive- even if you’re lucky to live in US with long loans (with luck issued when rates were fabulous).

Wish I had a Labrador dog! Our family has a naughty Scottie (terrier)/Shih Tzu (read Sh.t). Much loved in the face of adversity...

Expand full comment
author

that sounds awesome Heather. Glad you liked the podcast!

Expand full comment

looking forward to your book Jared. love short stories . hate audio books

Expand full comment

This is a really interesting podcast. You guys have good chemistry, a lot in common but enough differences to make it easy, thoughtful, with some compelling thoughts! Keep it up!

Expand full comment

Holy shit, you guys predicted the VP call 😮

Expand full comment