Phillip Standen

practicing anesthesiologist applying real-time OR decision-making under pressure to the chaotic markets. Medicine → Macro. Portfolio in commodities, mining, EM

[Phillip Standen @MedicinetoMacro]

Gold Price Down 25% During War? A Doctor Explains Why https://t.co/qyPfx5R1HJ via @YouTube another fun one!

[Phillip Standen @MedicinetoMacro]

5.033% Yield Nearly Broke This Auction — What Your Mortgage Feels Next https://t.co/UpGA8cWhAX via @YouTube this was fun

[Phillip Standen @MedicinetoMacro]

@capitalistexp What’s our excuse?

[Phillip Standen @MedicinetoMacro]

Japan Is On Pressors: Why the Yen Keeps Weakening https://t.co/YCKnWoQ3u1 via @YouTube this was a fun one, why does the yen keep weakening? i thought the unwind was here?

[Phillip Standen @MedicinetoMacro]

Yen Carry Trade Unwind: I Downgraded One of My 5 Signs https://t.co/Fu4mUk4hk0 via @YouTube

[Phillip Standen @MedicinetoMacro]

The Yen Carry Trade Unwind, Explained by a Doctor https://t.co/KrPkFVQEKm via @YouTube

[Phillip Standen @MedicinetoMacro]

everything unprintable is getting squeezed. position accordingly

[Phillip Standen @MedicinetoMacro]

@dmshakilahmedsr @YouTube Hi shakil thank you for your interest in my channel but I don’t feel I have a need for your services at this juncture. Thanks

[Phillip Standen @MedicinetoMacro]

Why the Market Isn't Buying the Treasury's Bond Buyback Trick https://t.co/oBfLda3SIz via @YouTube

[Phillip Standen @MedicinetoMacro]

@dmshakilahmedsr @YouTube Depends on time, Cost, Etc also what other channels have you helped grow? Examples would be great

[Phillip Standen @MedicinetoMacro]

Yes I started a little over a month ago. The reality too is I’m a full time physician so I post videos when I can. Sometimes it’s a whole week without posting and my understanding is it can take a while for the algorithm to figure out who to send your videos too (I’ve heard 6 months of consecutive posting)

[Phillip Standen @MedicinetoMacro]

this is a huge issue, russias grain exports being taken offline whilst simultaneous reports of lower crop yields, i dont see a reason to not be long ag...

[Phillip Standen @MedicinetoMacro]

i know its a long shot but if there is some sort of hormuz deal whereby transit through that chokepoint increases over a prolonged period, this would depress crack spreads and possibly increase price of crude, right now there's too much crude with too little refining capacity, theres alot of noise regarding our SPR and how low it is, but from my research it appears approx 60 billion barrels of venezuelan crude is economically extractable at today's prices. if crude prices rise alot more of those barrels become available.....

[Phillip Standen @MedicinetoMacro]

can someone tell me if this is geography specific or is this global for spreads? im assuming this changes depending on location. makes sense in middle east, europe, etc. but what about US?

[Phillip Standen @MedicinetoMacro]

@NorthstarCharts perhaps when china starts importing crude at scale and chinese refiners kick back in and strait actually materially opens. until then i would be hesitant to make that call based on technical chart analysis alone

[Phillip Standen @MedicinetoMacro]

Why Inflation is Worse Than the Headlines Show https://t.co/geS36wNbnr via @YouTube

[Phillip Standen @MedicinetoMacro]

770 ETFs Launched. 73 Already Dead. Here's Why. https://t.co/LavYxl2Tt9 via @YouTube

[Phillip Standen @MedicinetoMacro]

Watch These 5 Yen Signals Before You Panic https://t.co/mR6KIQ50GX via @YouTube

[Phillip Standen @MedicinetoMacro]

brilliant read. thank you @chigrl

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

As promised, this substack just dropped, link in bio

[Phillip Standen @MedicinetoMacro]

What vital signs you should be following...
The Yen Carry Trade’s Dangerous Assumption: 5 Signs of a Real Unwind https://t.co/o4GL7KtZYo via @YouTube