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 #43 Luke Gromen: Central Banks Ditch Gold-Buying Agreement (But keep buying gold)
MacroVoices #179 Ronald-Peter Stöferle: Gold/Precious Metals Special
Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More!
All-Stars #42 Brent Johnson: Still bullish the USD
All-Stars #41 Juliette Declercq: Powell should be fired!
Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team
All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon
MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices
Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart
All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER
All-Stars #38 Danielle DiMartino-Booth: FOMC Preview
All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine
MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?
Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook
All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook
All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up
All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut
MacroVoices #176 Jim Rickards on his new book, Aftermath
Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle
All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted
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