MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.
Link: https://bit.ly/3quIOUm
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis
MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars
MacroVoices #381 Leigh Goehring: Global Food Crisis Update
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more
MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown
MacroVoices #377 Daniel Lacalle: On The Road To Stagflation
MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
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