MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation.
Link: https://bit.ly/3vApK91
Jonathan Tepper: Is Retail a Consensus Short or a Contrarian Long?
Francesco Filia: Positive Feedback Loops Threaten Systemic Risk Escalation
Keith McCullough: Bullish Real Growth
Jeffrey Snider: Eurodollar University Part 4
Grant Williams: Petroyuan Oil Contract could be a Game Changer
Harley S. Bassman: The Convexity Maven opines on Macro Themes
Jeffrey Snider: Eurodollar University Part 3
Art Berman: Comparative Inventory draws spell higher oil prices
Jeffrey Christian: Gold on course for new all-time highs by 2020
Jeffrey Snider: Eurodollar University Part 2
Mark Yusko: All Things Macro
Mark Yusko: USD in secular bear market
Mark Grant: Central Bank Liquidity Drives Everything
Hugh Hendry: Inflation is just over the horizon!
Luke Gromen: The biggest mean reversion in 50+ years is underway!
Jeffrey Snider: Eurodollar University Part 1
Joe McMonigle: Crude Oil Special
Josh Crumb: All About Gold
Neil Howe: The really big crisis has yet to arrive!
Raoul Pal & Julian Brigden: When will the dollar rout end?
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