PODCAST · business
Rogue Macro - Audio
by Ansel Lindner
Audio version of Rogue Macro.Macro | Demographics | Deglobalization | Reindustrialization Telegram community: https://t.me/+zBijvB3CxyA2OTYx YT: http://youtube.com/@RogueMacroMacro 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. <str
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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 shareRogue 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.
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12
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 shareRogue 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.
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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 shareRogue 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.
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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 shareRogue 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.
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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 shareRogue 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.
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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 shareRogue 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.
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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 shareRogue 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.
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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 shareRogue 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.
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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 shareRogue 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.
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THE FUTURE OF INNOVATION | Can there be disruptive innovation without underlying economic growth and demographic dividend
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 shareRogue 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. #future #innovation #AI
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TRUMP'S PERFECT PLAN FOR HORMUZ | "Go and take it!" Checkmate for Europe, China, and the UK
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 shareRogue 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.
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🔴 China's MAJOR RAIL PROBLEM ⚠️ | Costs 2x of Revenue, they're going bankrupt
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 shareRogue 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. #china #highspeadtrain
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🔴NATO IS IMPLODING! | Can NATO survive deglobalization pressures, and what next?
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.Subscribe for macro analysis: https://roguemacro.substack.com Follow & Connect: X: https://x.com/RogueMacro_ Telegram: https://t.me/+uNv1Ry5ED-oxYmEx 👍 Support independent macro research — like, subscribe, and share#NATO #EUROPE #AMERICAFIRST
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0
MACRO HANGOUT | Iran and much more
Substack (articles + portfolio): https://roguemacro.substack.com | Follow on X: https://x.com/RogueMacro_ | YouTube: https://youtube.com/@RogueMacro | Telegram: https://t.me/+zBijvB3CxyA2OTYxApple: shorturl.at/5WBrmSubscribe for weekly macro analysis.Rogue Macro delivers insightful macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.This show goes beyond surface-level market commentary and Federal Reserve watching. We analyze global liquidity, debt cycles, interest rates, inflation, currencies, energy systems, demographics, and geopolitics as interconnected forces shaping the world economy.The framework behind the analysis is Human Systems, with a macro emphasis called Economic Evolution — not collapse and doom, but adaptation within real-world constraints. Business cycles expand and contract. Generations rotate. Monetary regimes move from elasticity to debt saturation to constraint. Cycles within cycles.Geography is the gameboard. Rivers, farmland, resource endowments, climate, energy, and terrain shape outcomes long before policy enters the picture. Industrial capacity and geopolitical leverage emerge from physical realities that cannot be legislated away.Signal over noise. Predictive power over ideology.
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TUCKER IS CLUELESS ABOUT POWER | He's operating in the old paradigm
Substack (articles + portfolio): https://roguemacro.substack.com | Follow on X: https://x.com/RogueMacro_ | YouTube: https://youtube.com/@RogueMacro | Telegram: https://t.me/+zBijvB3CxyA2OTYxApple: shorturl.at/5WBrmSubscribe for weekly macro analysis.Rogue Macro delivers insightful macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.This show goes beyond surface-level market commentary and Federal Reserve watching. We analyze global liquidity, debt cycles, interest rates, inflation, currencies, energy systems, demographics, and geopolitics as interconnected forces shaping the world economy.The framework behind the analysis is Human Systems, with a macro emphasis called Economic Evolution — not collapse and doom, but adaptation within real-world constraints. Business cycles expand and contract. Generations rotate. Monetary regimes move from elasticity to debt saturation to constraint. Cycles within cycles.Geography is the gameboard. Rivers, farmland, resource endowments, climate, energy, and terrain shape outcomes long before policy enters the picture. Industrial capacity and geopolitical leverage emerge from physical realities that cannot be legislated away.Signal over noise. Predictive power over ideology.
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MACRO CHART OVERLOAD | Video Linked in show notes
Full video: https://youtu.be/6eokY0_HYUkSubstack (articles + portfolio): https://roguemacro.substack.com | Follow on X: https://x.com/RogueMacro_ | YouTube: https://youtube.com/@RogueMacro | Telegram: https://t.me/+zBijvB3CxyA2OTYxApple: shorturl.at/5WBrmSubscribe for weekly macro analysis.Rogue Macro delivers insightful macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.This show goes beyond surface-level market commentary and Federal Reserve watching. We analyze global liquidity, debt cycles, interest rates, inflation, currencies, energy systems, demographics, and geopolitics as interconnected forces shaping the world economy.The framework behind the analysis is Human Systems, with a macro emphasis called Economic Evolution — not collapse and doom, but adaptation within real-world constraints. Business cycles expand and contract. Generations rotate. Monetary regimes move from elasticity to debt saturation to constraint. Cycles within cycles.Geography is the gameboard. Rivers, farmland, resource endowments, climate, energy, and terrain shape outcomes long before policy enters the picture. Industrial capacity and geopolitical leverage emerge from physical realities that cannot be legislated away.Signal over noise. Predictive power over ideology.
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Can Iran Win?? | Iran War Update for Mar 19, 2026
Rogue Macro delivers insightful macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.This show goes beyond surface-level market commentary and Federal Reserve watching. We analyze global liquidity, debt cycles, interest rates, inflation, currencies, energy systems, demographics, and geopolitics as interconnected forces shaping the world economy.The framework behind the analysis is Human Systems, with a macro emphasis called Economic Evolution — not collapse and doom, but adaptation within real-world constraints. Business cycles expand and contract. Generations rotate. Monetary regimes move from elasticity to debt saturation to constraint. Cycles within cycles.Geography is the gameboard. Rivers, farmland, resource endowments, climate, energy, and terrain shape outcomes long before policy enters the picture. Industrial capacity and geopolitical leverage emerge from physical realities that cannot be legislated away.Signal over noise. Predictive power over ideology.Subscribe for weekly macro analysis.Substack (articles + portfolio): https://roguemacro.substack.com | Follow on X: https://x.com/RogueMacro_ | YouTube: https://youtube.com/@RogueMacro | Telegram: https://t.me/+zBijvB3CxyA2OTYxApple: shorturl.at/5WBrm
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Communist Collapse In Cuba | Blackouts, Negotiations, and What's Next
Rogue Macro delivers insightful macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.This show goes beyond surface-level market commentary and Federal Reserve watching. We analyze global liquidity, debt cycles, interest rates, inflation, currencies, energy systems, demographics, and geopolitics as interconnected forces shaping the world economy.The framework behind the analysis is Human Systems, with a macro emphasis called Economic Evolution — not collapse and doom, but adaptation within real-world constraints. Business cycles expand and contract. Generations rotate. Monetary regimes move from elasticity to debt saturation to constraint. Cycles within cycles.Geography is the gameboard. Rivers, farmland, resource endowments, climate, energy, and terrain shape outcomes long before policy enters the picture. Industrial capacity and geopolitical leverage emerge from physical realities that cannot be legislated away.Signal over noise. Predictive power over ideology.Subscribe for weekly macro analysis.Substack (articles + portfolio): https://roguemacro.substack.com | Follow on X: https://x.com/RogueMacro_ | YouTube: https://youtube.com/@RogueMacro | Telegram: https://t.me/+zBijvB3CxyA2OTYxApple: https://podcasts.apple.com/us/podcast/rogue-macro-audio/id1882048839
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DISASTER in the Strait of Hormuz | OIL SHOCK or Not?
Rogue Macro delivers insightful macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.Original blog: https://roguemacro.substack.com/p/oil-shock-or-notYouTube video: https://youtu.be/Tix0m64_D_cThis show goes beyond surface-level market commentary and Federal Reserve watching. We analyze global liquidity, debt cycles, interest rates, inflation, currencies, energy systems, demographics, and geopolitics as interconnected forces shaping the world economy.The framework behind the analysis is Human Systems, with a macro emphasis called Economic Evolution — not collapse and doom, but adaptation within real-world constraints. Business cycles expand and contract. Generations rotate. Monetary regimes move from elasticity to debt saturation to constraint. Cycles within cycles.Geography is the gameboard. Rivers, farmland, resource endowments, climate, energy, and terrain shape outcomes long before policy enters the picture. Industrial capacity and geopolitical leverage emerge from physical realities that cannot be legislated away.Signal over noise. Predictive power over ideology.Subscribe for weekly macro analysis.Substack (articles + portfolio): https://roguemacro.substack.com | Follow on X: https://x.com/RogueMacro_ | YouTube: https://youtube.com/@RogueMacro | Telegram: https://t.me/+zBijvB3CxyA2OTYx
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A Whole New Macro: Macroeconomics, Global Economy, Inflation & Geopolitics
Rogue Macro delivers insightful macro and geopolitical analysis focused on markets, money, power, and civilization through a systems-level, evolutionary lens.This show goes beyond surface-level market commentary and Federal Reserve watching. We analyze global liquidity, debt cycles, interest rates, inflation, currencies, energy systems, demographics, and geopolitics as interconnected forces shaping the world economy.The framework behind the analysis is Human Systems, with a macro emphasis called Economic Evolution — not collapse and doom, but adaptation within real-world constraints. Business cycles expand and contract. Generations rotate. Monetary regimes move from elasticity to debt saturation to constraint. Cycles within cycles.Geography is the gameboard. Rivers, farmland, resource endowments, climate, energy, and terrain shape outcomes long before policy enters the picture. Industrial capacity and geopolitical leverage emerge from physical realities that cannot be legislated away.This is signal over noise. Predictive power over ideology. If a theory fails, assumptions must be questioned — not timelines adjusted.Subscribe for weekly macro analysis.Substack (articles + portfolio): https://roguemacro.substack.comFollow on X: https://x.com/RogueMacro_
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ABOUT THIS SHOW
Audio version of Rogue Macro.Macro | Demographics | Deglobalization | Reindustrialization Telegram community: https://t.me/+zBijvB3CxyA2OTYx YT: http://youtube.com/@RogueMacroMacro 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. <str
HOSTED BY
Ansel Lindner
CATEGORIES
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