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 #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited
MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half
MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions
MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical
MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think
MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
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
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