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.
Morning Briefing: Collective Mining Expands Apollo While Targeting Olympus Deeps
David Finch: Chinese Investors Influencing the Gold Action and News from the Producers
Introduction to Faraday Copper and Recent Results from Copper Creek
Western Alaska Update on its Initial Resource at Waterpump Creek
Morning Briefing: Thesis Gold Drills 20m of 11.55 g/t AuEq
Morning Briefing: Fortuna Silver Discovers New Mineralization at Séguéla
Jim Bianco on a Booming American Economy while Europe Struggles and Gold Moves Higher
8 Years for an Overnight Success: The Story Behind VRIFY's AI Platform with Jean-Philippe Paiement
John Ruffolo on Why Everyone will be a Tech Company, Even the Miners
Vincent Metcalfe on the Use of AI Technology for Lithium Exploration
Corporate Update with Vista Gold and the Mt Todd Project
Ari Sussman talks Strategic Investments and Speculations of Chinese Money into Canadian Issuers
Are we Wrong about the Over-supplied Nickel Market?
Introducing New Western Copper and Gold CEO, Sandeep Singh
How VRIFY.ai has Generated New Targets at Kodiak's MPD Project
VRIFY Launches Artificial Intelligence Product to Enhance Mineral Exploration
Magna Mining Receives Key Approval for Crean Hill
Introduction to Sendero Resources and Early Stage Exploration in Argentina
A Porphyry Discovery in Yukon with Cascadia Minerals
Introduction to Strikepoint Gold; Exploring Next to a Quiet Giant
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