MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA
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Russell Napier: Signs of incipient inflation are a false alarm and won’t last long
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Simon White: Equities are running out of road
Julian Brigden: Stock collapse under own weight or Fed/yields do it for them
Jeff Snider: U.S. Treasury Yield Curve Deep Dive
John Mauldin: No sign of imminent recession
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Rick Rule: Natural Resource Investing
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