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 #72 Jeff Snider: The Supply-side of the Eurodollar equation
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All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE
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All-Stars #66 Juliette Declercq: Break or Bounce time is here!
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All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
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All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!
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