Welcome to the latest Macro PRO AMA, recorded live on Tuesday, March 10th.
This is a monthly live session exclusive to Macro PRO and PRO All Access subscribers, where you get to pick the brain of John Gillen, a former BlackRock VP, in real time on our Discord server. Think of it as your direct line to a macro expert: you submit your biggest questions about rates, inflation, the dollar, recession odds, or anything macro, and John breaks them down live.
Want to get your question answered next time? Submit it anytime using this form. John answers questions live during each session, which happens every second Tuesday of the month at 11:00 a.m. ET in the PRO Discord.
Here's what John covered in this one:
- Oil swings tied to Iran and Hormuz, $100 could trigger SPR releases, $120 for weeks risks demand destruction.
- Private credit shows stress, some funds reportedly halted withdrawals as AI pressures borrowers, hiding losses.
- Trillions in liquidity demand for AI buildout, IPOs, and debt rolls, while hard assets lead and the Lag Seven drag.
- Seller exhaustion may be near in Bitcoin. Structurally bullish on BTC, ETH, DeFi, restaking, RWA, and Bittensor.
