Ulti

Sounds like Russian energy and Europe

https://podcasts.apple.com/us/podcast/bridgewaters-greg-jensen-on-why-markets-have-further/id1056200096?i=1000563249055 Dalio's CoCIO..... Markets are still pricing in a soft landing.

https://ourfiniteworld.com/ Seems like an excellent blog on all things energy related. Just starting to rread.

https://mishtalk.com/economics/the-fed-lied-it-could-never-meet-its-qt-targets-as-announced

Maybe Soros in his hey day ? or how about Chase Coleman now ...haha Guervich has been doing macro for awhile and has an interesting contrarian viewpoint. Only time will tell his call is correct. https://jackschwager.com/ There are probably several successful macro traders mentioned in his books. Been years since I've read any.

I guess you would have to check out his record... looks like he did very well march 2020 and has a book out that points out each trade he did.

https://ritholtz.com/2022/05/transcript-alex-guervich/ This guy is a top notch global macro trader…. About an hour into the interview// down always in the transcript… he gives his assessment on what’s going on ….. interview was done in March this year

https://podcasts.apple.com/us/podcast/javier-blas-explains-how-commodity-trading-shops-really/id1056200096?i=1000559307878 by the same author

https://www.linkedin.com/pulse/popping-bubble-stocks-update-ray-dalio/

https://mebfaber.com/2022/04/27/e410-chris-bloomstran/ excellent interview with a good section on energy

https://www.thebulwark.com/i-commanded-u-s-army-europe-heres-what-i-saw-in-the-russian-and-ukrainian-armies/

Yep, interesting that he's been thinking about the bank angle "for 2 or 3 months ". More importantly, He seems to feel that copper is going to , and I'm paraphrasing, break out 2023 ish. How does one invest, bhp\rio or the etf route \ cper ? Seems like Mr Currie believes that we are " in the 2nd inning". There are also smaller companies like cmmc\ero\trq. Or do you do what he suggests and find a BCOM? Personally, I've done the BCOM route with metals, ag, ind etc. and individual equities for O&G.

https://podcasts.apple.com/us/podcast/jeff-currie-on-the-volatility-trap-keeping-commodity/id1056200096?i=1000557582351

https://podcasts.apple.com/us/podcast/this-is-what-5-mortgage-rates-mean-now-for-the-housing-market/id1056200096?i=1000557071031 we speak with Conor Sen, a Bloomberg Opinion contributor and the founder of Peachtree Creek Investments as well as Dustin Jalbert a senior economist at Fastmarkets, with a specialty on the lumber market. We examine housing from both the macro perspective as well as the supply chain.

https://podcasts.apple.com/us/podcast/tip438-berkshire-hathaway-masterclass-w-chris-bloomstran/id928933489?i=1000556846453

https://www.bnnbloomberg.ca/buffett-s-11-6-billion-deal-started-with-a-dinner-in-new-york-1.1750940

https://podcasts.apple.com/us/podcast/julia-ioffe-on-putins-road-to-war/id1277250997?i=1000553721801

Tracy Cool's 2nd annual letter https://mcusercontent.com/64e1b84729b4195a49b750934/files/d432d3ac-e0b3-fa65-05f5-783b4ab1ca20/Kanbrick_Annual_Letter_2021_vFF.pdf

Spek, I would be interested to know what you think ;but after reading this and reading \watching Howard Marks: The pendulum has swung back to safe and secure. Putin will be in power for a long time (unless health ). Comm.and energy will be at elevated levels for a long time. Its a very long road for green energy. https://www.reuters.com/world/us/us-solar-expansion-stalled-by-rural-land-use-protests-2022-04-07/

https://octavian.substack.com/p/the-bear-breaks-down-andrei-soldatov?s=r

Howard Marks latest https://www.oaktreecapital.com/insights/memo/the-pendulum-in-international-affairs