My “USD Has Likely Peaked” talk with Roger Hirst - all laid out Nov 9th. 😉 youtu.be/oyEHW09qifg

Thanks for joining me Michael Nicoletos!

We had the absolute please of having Michael Nicoletos come on the pod to discuss a whole host of macro topics, including his bullish stance on the #USD Roger Hirst youtu.be/j4gnhPNUNMY

My latest thinking here: 👇

The Kobeissi Letter Just going to leave this here… “What if the Fed doesn’t cut rates in 2024?” Roger Hirst thelykeion.com/what-if-the-fe…

TAIWAN ELECTION: Voters give ruling party (NOT reunification party) a 3rd presidential term We wrote this piece last year and the intricacies of this Geopolitical focal point are more relevant today than ever before "A Geopolitical Primer of Taiwan" thelykeion.com/a-geopolitical…

"Qatar Pauses LNG Shipments via Red Sea After US-led Airstrikes" - Bloomberg We've been covering the Geopolitical knock-on effects of this situation for our paid members and given its severity (and it is a severe situation), we wanted to offer a month free of our paywall so

Former The Mad King Handle Santiago Capital Michael Nicoletos Tracy Shuchart (𝒞𝒽𝒾 ) We think so... We published this interview with Roger Hirst and Michael Nicoletos a couple weeks back all about how Michael thinks about a potential USD breakout youtu.be/j4gnhPNUNMY

Our latest Geopolitics of Commodities podcast is now live, w/ guest Arjun Murti of arjun⚡️murti 3.0 The messy energy transition is underway, and it has real geopolitical consequences that will affect us all Enjoy this wildly educational & entertaining pod youtu.be/UVjcl6PS2hM

Check out my latest interview with Tyler Neville

It’s been a while! Enjoyed chatting with an old friend Roger Hirst Is active management about to make a comeback?

"When Can Investors Return to China?" Our latest from Roger Hirst with his thoughts on China, and where we go from here. Michael Nicoletos thoughts included in this piece as well lykeion.ghost.io/when-can-inves…

My latest thoughts here 👇

We wrote this in December and it's becoming more relevant with every market pump and CPI 'surprise' "What if the Fed Doesn't Cut Rates in 2024?" Roger Hirst thelykeion.com/p/fed-doesnt-c…

We called this in December. Apollo now on board. Roger Hirst thelykeion.com/p/fed-doesnt-c…

"Japan has only had three rate hiking cycles since 1989 and all three cycles were rising toward the onset of three of the last four US recessions." - Roger Hirst New macro note coming out tomorrow on the BoJs policy meetings which kick off this week. thelykeion.com/subscribe

Nov 9th I made the call “USD Has Likely Peaked” with Roger Hirst as reason for EOY 2023/ 2024 rally in equities and start of yen carry trade unwind. 👉 youtu.be/oyEHW09qifg Slowly then quickly.

"Russian efforts to block or hold at risk French access to uranium in Niger is a direct corollary of the 'energy blackmail' that Russia held over Europe with oil and gas...Russia does not want Europe to have a hugely diversified energy portfolio."

Jesse Felder Roger Hirst just put out a great piece on gold, covering the EM buying spree as well thelykeion.com/p/gold-rally-l…