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Rogue Macro - Audio
Rogue Macro - Audio episodes
- AI COST CRISIS | ENTIRE BUDGETS GONE | Scaling Back the Bubble
Subscribe for macro analysis: https://roguemacro.substack.com
Follow & Connect:
- X: https://x.com/RogueMacro_
- Youtube: youtube.com/@RogueMacro
- Podcast: shorturl.at/5WBrm
- Telegram community: t.me/bitcoinandmarkets
- Kick: kick.com/rogue-macro
- Patreon: https://www.patreon.com/cw/RogueMacro
👍 Support independent macro research — like, subscribe, and share
Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.
We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.
14 min - WHY CENTRAL BANKS TARGET 2% INFLATION | Are they trying to cheat you?
Subscribe for macro analysis: https://roguemacro.substack.com
Follow & Connect:
- X: https://x.com/RogueMacro_
- Youtube: youtube.com/@RogueMacro
- Podcast: shorturl.at/5WBrm
- Telegram community: t.me/bitcoinandmarkets
- Kick: kick.com/rogue-macro
- Patreon: https://www.patreon.com/cw/RogueMacro
👍 Support independent macro research — like, subscribe, and share
Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.
We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.
8 min - ZHENG HE: CHINA'S IMPERIAL BOONDOGGLE
Subscribe for macro analysis: https://roguemacro.substack.com
Follow & Connect:
- X: https://x.com/RogueMacro_
- Youtube: youtube.com/@RogueMacro
- Podcast: shorturl.at/5WBrm
- Telegram community: t.me/bitcoinandmarkets
- Kick: kick.com/rogue-macro
- Patreon: https://www.patreon.com/cw/RogueMacro
👍 Support independent macro research — like, subscribe, and share
Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.
We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.
8 min - Part 3 - LIVE REACTION CLIP | Final Powell FOMC
Subscribe for macro analysis: https://roguemacro.substack.com
Follow & Connect:
- X: https://x.com/RogueMacro_
- Youtube: youtube.com/@RogueMacro
- Podcast: shorturl.at/5WBrm
- Telegram community: t.me/bitcoinandmarkets
- Kick: kick.com/rogue-macro
- Patreon: https://www.patreon.com/cw/RogueMacro
👍 Support independent macro research — like, subscribe, and share
Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.
We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.
22 min - Part 2 - LIVE STREAM CLIP | Final Powell FOMC
Subscribe for macro analysis: https://roguemacro.substack.com
Follow & Connect:
- X: https://x.com/RogueMacro_
- Youtube: youtube.com/@RogueMacro
- Podcast: shorturl.at/5WBrm
- Telegram community: t.me/bitcoinandmarkets
- Kick: kick.com/rogue-macro
- Patreon: https://www.patreon.com/cw/RogueMacro
👍 Support independent macro research — like, subscribe, and share
Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.
We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.
15 min - Part 1 - LIVE STREAM CLIP | Final Powell FOMC
Subscribe for macro analysis: https://roguemacro.substack.com
Follow & Connect:
- X: https://x.com/RogueMacro_
- Youtube: youtube.com/@RogueMacro
- Podcast: shorturl.at/5WBrm
- Telegram community: t.me/bitcoinandmarkets
- Kick: kick.com/rogue-macro
- Patreon: https://www.patreon.com/cw/RogueMacro
👍 Support independent macro research — like, subscribe, and share
Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.
We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.
11 min - WORSE THAN YOU THINK | Chinese Real Estate Collapse
Subscribe for macro analysis: https://roguemacro.substack.com
Follow & Connect:
- X: https://x.com/RogueMacro_
- Youtube: youtube.com/@RogueMacro
- Podcast: shorturl.at/5WBrm
- Telegram community: t.me/bitcoinandmarkets
- Kick: kick.com/rogue-macro
- Patreon: https://www.patreon.com/cw/RogueMacro
👍 Support independent macro research — like, subscribe, and share
Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.
We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.
20 min - IRAN OIL DISASTER | Storage tanks almost full, forcing hard decisions, Trump is winning
Subscribe for macro analysis: https://roguemacro.substack.com
Follow & Connect:
- X: https://x.com/RogueMacro_
- Youtube: youtube.com/@RogueMacro
- Podcast: shorturl.at/5WBrm
- Telegram community: t.me/bitcoinandmarkets
- Kick: kick.com/rogue-macro
- Patreon: https://www.patreon.com/cw/RogueMacro
👍 Support independent macro research — like, subscribe, and share
Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.
We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.
7 min - Don't be tricked by PPP comparisons, it's a far worse economic indicator than GDP
Subscribe for macro analysis: https://roguemacro.substack.com
Follow & Connect:
- X: https://x.com/RogueMacro_
- Youtube: youtube.com/@RogueMacro
- Podcast: shorturl.at/5WBrm
- Telegram community: t.me/bitcoinandmarkets
- Kick: kick.com/rogue-macro
- Patreon: https://www.patreon.com/cw/RogueMacro
👍 Support independent macro research — like, subscribe, and share
Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.
We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.
15 min - OIL SHOCK OR NOT?? | Tom Luongo and Luke Gromen thread on the current oil shock, a crisis?
Subscribe for macro analysis: https://roguemacro.substack.com
Follow & Connect:
- X: https://x.com/RogueMacro_
- Youtube: youtube.com/@RogueMacro
- Podcast: shorturl.at/5WBrm
- Telegram community: t.me/bitcoinandmarkets
- Kick: kick.com/rogue-macro
- Patreon: https://www.patreon.com/cw/RogueMacro
👍 Support independent macro research — like, subscribe, and share
Rogue Macro delivers contrarian macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.
We go beyond surface-level market commentary and Federal Reserve watching, analyzing global liquidity, debt cycles, interest rates, inflation, currencies, energy, and geopolitics as interconnected forces shaping the world economy. We integrate macroeconomics, monetary theory, demographics, psychology, history, and geography into a coherent framework for understanding long-term cycles, institutional decline, and regime change.
16 min
About Rogue Macro - Audio
From the publisher's feed
Audio version of Rogue Macro.
Macro | Demographics | Deglobalization | Reindustrialization
Telegram community:
noreferrer">https://t.me/+zBijvB3CxyA2OTYx
YT: http://youtube.com/@RogueMacro
Macro analyst focused on deglobalization, demographic decline, reindustrialization, energy systems, and monetary transition. Check out my Reindustrialization Portfolio here: https://roguemacro.substack.com/p/the-reindustrialization-trade-portfolio
My framework is Human Systems, with a macroeconomic emphasis I call Economic Evolution. Not collapse and doom, but evolution to something new, within a framework of what's real.
Signal over noise. This is not a place to be to reinforce your bias of inevitable collapse. Reality is far more complicated than linear doom narratives. It is structural, cyclical, and constrained.
Predictive power over ideology. If your theory is wrong, you can't just tweak your timeline or a variable, you must question your assumptions. That discipline built this framework. It's a process of prediction and refinement using multiple subjects.
The world functions on cycles. Business cycles expand and contract. Generations rotate with regularity, while monetary regimes move from elasticity to debt saturation to constraint. Cycles within cycles, each forcing adaptation to a changing environment.
Geography is the gameboard. Rivers, farm land, resource endowments, harbors, climate, and terrain all shape the range of possible outcomes long before policy enters the picture. Nations have different endowments which logically lead to vastly different outcomes. Globalism forced equality of outcome, but only through subsidies from developed to developing nations. Industrial capacity, energy security, and geopolitical leverage emerge from physical realities that cannot be legislated away.