On today’s episode of “The Macro Trading Floor,” Alfonso takes a week out and substitutes in Jack Farley Host of another Blockworks podcast titled "Forward Guidance".
Andreas and Jack welcome Andrew Simon, Chief Operating Officer of Macro Hive to the show for a discussion on one of the most widely discussed topics in markets, energy. Seeing no sings of a reversal in the bullish trend for energy, particularly oil & natural gas, Andrew makes the case for why politicians around the world are actually contributing to the higher prices.
Finally, Andrew shares his actionable trade idea, but to hear that, you'll have to tune in!
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This episode is sponsored by Saxo Bank. Saxo Bank offers unparalleled market coverage across fiat, crypto and metals. Moreover, they provide free currency subaccounts and competitive interest rates on deposits in local currencies. Learn more at https://goto.saxo/macrofx
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Timestamps:
00:00 Introduction
04:19 Inflation Surprised To The Upside
06:36 Energy's Effect On Inflation
11:06 Feature Interview With Andrew Simon
12:27 What Is Happening In Energy?
19:32 Why Andrew Is Bullish On Oil
28:28 Political Risk of Being Long Energy
30:32 The Strategic Petroleum Reserve
36:51 Andrew's Actionable Trade Idea
44:09 The Oil Price vs 2008
48:16 Post Interview: Final Thoughts
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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
