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.
The Fed Commences the Christmas Party Pub Crawl for Investors
Arizona Sonoran and Rio Tinto's Nuton Enter Into Option Joint Venture Deal
The Fed Pivot, Gold's Move, and Lightening in a Bottle for Junior Equities
Morning Briefing: The Pivot Arrives and Precious Metals Fly
Filo's 2024 Exploration Strategy and Developing Resources in Milei's Argentina
Morning Briefing: Ivanhoe to Raise $500M
Sierra Madre's La Guitarra Mine Moving Towards Restart Decision
Yearly Wrap-Up with Newcore Gold and Looking Towards 2024
Li-FT Power Continues to Extend Mineralization at Yellowknife
Morning Briefing: Fortuna Drills 3.5m of 88 g/t Au at Séguéla
Exploration Update from Kingfisher's HWY37 Project
Morning Briefing: Solaris take on $80M Financing Agreement for Warintza
Andy Home on a 30-Year Career and Why this is the Most Fascinating Time to Follow Metals and Mining
Western Alaska Prepares for Illinois Creek Initial Resource Estimate
Shining Light on Western's Casino Project Development with Rio Tinto
Morning Briefing: Arras Enters into Strategic Alliance with Teck
Why Gold's Pullback After a Massive Move Higher is Just Cause
Ridgeline Minerals and Significance of Hitting Lower CRD Mineralization
Morning Briefing: Snowline Hits 2.46 g/t Au over 519.6 m
In Conversation with Meridian Mining Chairman Bruce McLeod and CEO Gilbert Clark
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