Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi
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MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy
All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective
All-Stars #78 Jeff Snider : Market complacency is misplaced!
MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over
All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!
All-Stars #76 Juliette Declercq: Equity rally set to continue
MacroVoices #192 Keith McCullough : Inflation Accelerating
All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest
MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!
All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!
MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system
All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update
All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation
MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits
All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE
All-Stars #70 Luke Gromen: The official narrative just FAILED!
All-Stars #69 Louis-Vincent Gave: Rangebound Markets
MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
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