One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7
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All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation
MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?
All-Stars #92 Jeff Snider: Did anything really get “better” last September?
All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook
MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity
All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4
MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2
MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.
All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020
MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.
All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models
MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market
All-Stars #87 Brent Johnson: USD, Stocks, Gold & More
MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications
All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us
MacroVoices #199 Art Berman: Crude Oil Special
All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook
MacroVoices #198 Jim Bianco: Deep dive into fixed income
All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high
MacroVoices #197 Juliette Declercq: Inflations is not in the cards
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