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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MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing
MacroVoices #400 Rory Johnston: All Things Oil
MacroVoices #399 Ole S Hansen: Still Bullish Commodities
MacroVoices #398 Lyn Alden: Broken Money
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
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