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cover of episode MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets

MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets

2025/7/3
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Macro Voices

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E
Eric Townsend
L
Larry McDonald
P
Patrick Ceresna
知名金融播客主持人和分析师,专注于宏观经济和金融市场分析。
Topics
Eric Townsend: 我对智利锂生产商Albemarle很感兴趣,想知道为什么锂在你的考虑范围内。 Larry McDonald: 我认为锂现在处于一个非常好的位置,因为智利左翼候选人的失败导致了锂矿的崩溃式下跌。此外,混合动力车抢占了电动汽车的市场份额,导致锂市场出现双重打击。我认为锂已经经历了一个大规模的投降清洗过程,我们正在走出投降。月度MACD是一个很好的技术信号,表明大规模的卖方耗尽。

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MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt)

 

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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1)

 

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