Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:
- Iran Crisis and Oil Market Dynamics
- U.S. and China's Economic and Geopolitical Tensions
- Global Bond Markets and Inflationary Pressures
- Investment Opportunities in Electrical Infrastructure and Japanese Equities
- Semiconductor Market and AI Competition
Download the podcast transcript: [Click Here]
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Big Picture Trading Chart Book July 23rd 2026