MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.
Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview
MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating
Energy Week #16: Abqaiq Processing Facility Attacks and their consequences
All-Stars #59 Julian Brigden: Can the Fed still save us from recession?
All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System
MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified
All-Stars #56 Dr. Anas Alhajji: Oil Market Update (in lieu of ENERGY WEEK)
All-Stars #55 Danielle DiMartino-Booth: Jay Powell’s exuberance over U.S. economy is unfounded!
All-Stars #54 Prof. Steve Keen: China’s move to lower RRR and what it means
All-Stars #53 Juliette Declercq: What to expect from the ECB on Thursday
MacroVoices Spotlight #1 Niels Kaastrup-Larsen: Algorithmic Trading & Trend Following
MacroVoices #183 Grant Williams: Gold’s rise has just begun
All-Stars #52 Brent Johnson: Dollar breakout set to continue higher
All-Stars #51 Luke Gromen: USD faces day of reckoning when it becomes clear Fed will have to monetize gov’t deficits
MacroVoices #182 Summer Special Part 2: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy
All-Stars #50 Prof. Steve Keen: Why BOE’s Mark Carney just pitched a global digital reserve currency at Jackson Hole and how central bankers think abo...
All-Stars #49 Jeff Snider: Yield curves don’t lie. But central bankers sometimes do.
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