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 #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
MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more
MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?
MacroVoices #373 Ole Hansen: Commodities Update
MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In
MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year
MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium
MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation
MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion
MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
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