MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative green revolution, and where the best opportunities can be found for investors. So if you missed the 2-part interview on Smarter Markets, we suggest you listen to that first.
Link: https://bit.ly/3clF9U5
Inside the Investment Committee: The 2016 big short in fixed income
All-Star Julian Brigden: The Fed needs to ease
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom
All-Star Juliette Declercq on Populism
All-Star Brent Johnson: Much higher stock prices possible
Simon White: U.S. Dollar in the Crosshairs
ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)
MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW!
MacroVoices All-Star Danielle DiMartino-Booth: Jay Powell is The Grinch who Stole Liquidity
MacroVoices All Stars : with Luke Gromen
Charlie McElligott: The opportunity will be found selling puts. But not yet!
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