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 #343 Jeff Snider: Why the Dollar Remains King
MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!
MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended
MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar
MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession
MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
MacroVoices #329 Darius Dale: A Recession Is The Bull Case
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
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