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 #26 Juliette Declercq: Should lawyers be in charge of Central Banks?
Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. Panel Hansen/Cook
All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown
All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!
All-Stars #23 Jeff Snider: Rate cuts are coming!
All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up
MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!
Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji
All-Stars #21 Julian Brigden: Trump, Trade & the Middle East
All-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan Outlook
MacroVoices #172 Greg Weldon: Translating Fed policy to Commodity Price Outlook
Energy Week #7: Tanker attacks, OPEC+, G20, Fed Policy. McMonigle/Hemsworth/Alhajji
All-Stars #19 Prof. Steve Keen: Risks to Sweden and Nordic Economies
All-Stars #18 Juliette Declercq: When will the Fed cut rates?
All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!
MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites
Energy Week: Natural gas backwardation in mid-summer?
All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view
All-Star Luke Gromen: The USD-centric system is slowly losing ground
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