Chase Taylor of Pinecone Macro discusses his background and experience in finance and macroeconomics in this week's long-form on MSD. He shares the challenges of standing out in the macro research industry and the importance of making calls and learning from mistakes. The conversation then delves into the lessons learned from 2023 and the expectations for 2024. The similarities to the late 1990s cycle and the potential impact of rate cuts on asset prices are explored. Finally, the conversation concludes with a discussion on long-term demographic changes and their inflationary effects.
In this conversation, Chase Taylor and Trevor discuss various topics including the impact of immigration and population decline, the rise in commodity prices, the demand for raw materials in digital infrastructure, and the role of gold as a safe haven. Chase Taylor shares his insights and observations on these subjects, providing valuable analysis and predictions. Overall, the conversation highlights the interconnectedness of global trends and the importance of understanding their implications.
Ridgeline Vends its Robber Gulch Project to Scout Discoveries
Mineral Resource Update from Tudor Gold
Rio2 Prepares for Financing Options Following EIA Approval
Morning Briefing: NGEx Drills Bonanza Grades at Lunahuasi with 102m of 4.5% CuEq
Construction Update from Ascot's Premier Gold Mine
Tony Makuch on Discovery Silver's Feasibility Study for Cordero
High Grade Copper and PGM Hits from Magna Mining
Elemental Altus Royalties to Receive $12M
Morning Briefing: Osino Receives New Bid for Twin Hills; Discovery Silver Publishes Feasibility Study
Ronnie Stoeferle on Gold's Showdown with Deflationary Forces; and a Peak at The War Below for New Energy Metals
New Drill Results and Royalty Spin-Co Update from Vizsla Silver
Morning Briefing: Integra Resources Drills 1.46 g/t AuEq over 134m
Shawn Khunkhun on Dolly Varden's New High-Grade Gold Discovery
Craig Parry on Vizsla Copper's Acquisition of the Poplar Project, BC's Critical Mineral Strategy, and Resource Investment by Canada's Pension Funds
Morning Briefing: Vizsla Copper to Acquire Universal Copper in BC
Barksdale Resources Drilling Update from Sunnyside
Higher Inflation and Rates: Market Commentary with Thomas Thornton
Mine Restart update from Sierra Madre Gold and Silver
Morning Briefing: Premium Nickel Drills 102m of 2.23% NiEq
David Erfle: Silver and Miners Showing Relative Strength Compared to the Yellow Metal
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