MacroVoices #556 Luke Gromen: US Midterms & Beyond
2026-10-29
MacroVoices Erik Townsend & Patrick Ceresna welcome Luke Gromen. They discuss why the economic fallout from the prolonged Strait of Hormuz disruption has been slower than expected, with China’s reduced oil demand and coordinated strategic reserve releases helping cushion the supply shock, and why the bigger credit risk from AI may sit with the consumer. https://bit.ly/4sufi1M
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Macro Voices
Erik Townsend- No. of episodes
- 300
- Latest episode
- 2026-10-29
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Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.