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.
Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji
All-Stars #21 Julian Brigden: Trump, Trade & the Middle East
All-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan Outlook
MacroVoices #172 Greg Weldon: Translating Fed policy to Commodity Price Outlook
Energy Week #7: Tanker attacks, OPEC+, G20, Fed Policy. McMonigle/Hemsworth/Alhajji
All-Stars #19 Prof. Steve Keen: Risks to Sweden and Nordic Economies
All-Stars #18 Juliette Declercq: When will the Fed cut rates?
All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!
MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites
Energy Week: Natural gas backwardation in mid-summer?
All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view
All-Star Luke Gromen: The USD-centric system is slowly losing ground
All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!
Brent Johnson: A big dollar rally could drag stocks higher with it
Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart
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
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