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 #323 David Rosenberg: The Fed Put Has Expired
MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
MacroVoices #320 Mike Green: Investment Strategies for World War III
MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
MacroVoices #315 Joseph Wang: Post-FOMC Rundown
MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical
MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?
MacroVoices #310 Alex Gurevich: The Trades of March 2020
MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?
MacroVoices#308 Ronald Stoeferle: Precious Metals Update
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation
MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More
MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
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