MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to what’s happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu
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EuroDollar University, Season 2, Part 2
EuroDollar University, Season 2, Part 1
Jesse Felder: Equity Markets are in a Topping Process
Martin Armstrong: There is no alternative to the Equity Market
David Rosenberg: The top is probably in already
Dr. Pippa Malmgren: Social Media Data Mining is the new Geopolitical Frontier
Chris Cook: Energy Markets are Manipulated in Multiple Timeframe
Eric Peters: USD Reserve Status, Unfunded Liabilities, Inflation & More
Luke Gromen: Secular Dollar Bear goes Tactically Dollar Bullish
Crude Oil Special: Anas Alhajji, Joe McMonigle, Dr. Ellen Wald
DoubleLine’s Jeffrey Sherman: Bond Bear Market is Pausing but Not Over!
Nomi Prins: Central Bank Collusion; Pat Hemsworth: Crude Oil Update
Dr. Lacy Hunt: The Bond Bull Market is NOT over!
Juliette Declercq: The bear argument for the USD
Charles Gave: Our Industry is NOT prepared for secular inflation!
Russell Napier: Signs of incipient inflation are a false alarm and won’t last long
Marin Katusa: Copper, Uranium & the EV Revolution
Bassman/Cudmore/Snider: Market Correction Review
Darius Dale: Hedgeye turn BEARISH U.S. Growth
Simon White: Equities are running out of road
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