MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields.
Link: https://bit.ly/3CryxOG
MacroVoices #210 Axel Merk: Market outlook for the coming Coronavirus crisis
All-Stars #96 Juliette Declercq: How to trade the COVID19 Crisis
MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19
All-Stars #95 Brent Johnson: Dollar Milkshake still in play
Hot Topic #6: COVID-19 Pandemic Update
MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets
All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!
Hot Topic #5: COVID Super-Spreader Stealth Pandemic?
MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper
All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation
MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?
All-Stars #92 Jeff Snider: Did anything really get “better” last September?
All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook
MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity
All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4
MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2
MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.
All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020
MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.
All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models
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