MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more.
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Visit Dakota Gold: https://dakotagoldcorp.com/
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Inside the Investment Committee: The 2016 big short in fixed income
All-Star Julian Brigden: The Fed needs to ease
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom
All-Star Juliette Declercq on Populism
All-Star Brent Johnson: Much higher stock prices possible
Simon White: U.S. Dollar in the Crosshairs
ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)
MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW!
MacroVoices All-Star Danielle DiMartino-Booth: Jay Powell is The Grinch who Stole Liquidity
MacroVoices All Stars : with Luke Gromen
Charlie McElligott: The opportunity will be found selling puts. But not yet!
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