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 #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
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MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis
MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars
MacroVoices #381 Leigh Goehring: Global Food Crisis Update
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more
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