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 #59 Julian Brigden: Can the Fed still save us from recession?
All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System
MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified
All-Stars #56 Dr. Anas Alhajji: Oil Market Update (in lieu of ENERGY WEEK)
All-Stars #55 Danielle DiMartino-Booth: Jay Powell’s exuberance over U.S. economy is unfounded!
All-Stars #54 Prof. Steve Keen: China’s move to lower RRR and what it means
All-Stars #53 Juliette Declercq: What to expect from the ECB on Thursday
MacroVoices Spotlight #1 Niels Kaastrup-Larsen: Algorithmic Trading & Trend Following
MacroVoices #183 Grant Williams: Gold’s rise has just begun
All-Stars #52 Brent Johnson: Dollar breakout set to continue higher
All-Stars #51 Luke Gromen: USD faces day of reckoning when it becomes clear Fed will have to monetize gov’t deficits
MacroVoices #182 Summer Special Part 2: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy
All-Stars #50 Prof. Steve Keen: Why BOE’s Mark Carney just pitched a global digital reserve currency at Jackson Hole and how central bankers think abo...
All-Stars #49 Jeff Snider: Yield curves don’t lie. But central bankers sometimes do.
MacroVoices #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy
All-Stars #48 Dr. Pippa Malmgren: It’s not really 1929. Don’t panic.
All-Stars #47 Luke Gromen: It’s not Stocks or Bonds but the USD that is the “odd man out”
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