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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MacroVoices #399 Ole S Hansen: Still Bullish Commodities
MacroVoices #398 Lyn Alden: Broken Money
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis
MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars
MacroVoices #381 Leigh Goehring: Global Food Crisis Update
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
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