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
All-Stars #70 Luke Gromen: The official narrative just FAILED!
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MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
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All-Stars #66 Juliette Declercq: Break or Bounce time is here!
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
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
All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one
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Energy Week #17: In the aftermath of Abqaiq
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All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!
All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup
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