MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.
Link: https://bit.ly/3rHZfgk
All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year
MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up
All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong
MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind
All-Stars #108 Luke Gromen: Central Banks on Steroids
MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook
All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?
MacroVoices #221 Ronald Stöferle: In Gold We Trust
All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations
MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold
Spotlight #3 Scott Lynn: Securitized Investment in Fine Art
All-Stars #105 Juliette Declercq: Post-crisis economic recovery
MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery
All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update
MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus
MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation
All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)
Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco
MacroVoices #216 David Rosenberg: Stagflation is coming but not yet
All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality
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