MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets.
Link: https://bit.ly/3LZ2TgU
MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more
MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more
MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive
MacroVoices #234 Brent Johnson: The Dollar is Not Dead
MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?
MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio
MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold
MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider
MacroVoices #229 Summer Special: Grant Williams Unplugged
MacroVoices #228 Lyn Alden: The Road to Inflation
Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing
MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!
MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market
MacroVoices #225 Harley Bassman: The long slow road to inflation
All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year
MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up
All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong
MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind
All-Stars #108 Luke Gromen: Central Banks on Steroids
MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook
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