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 #303 Jesse Felder Joins Inflation/Deflation Debate
MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets
MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This
MacroVoices #300 David Rosenberg: Last Disinflationist Standing
MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
MacroVoices #288 Paul Krake: Mega themes for 2020s
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
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