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 #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
MacroVoices #323 David Rosenberg: The Fed Put Has Expired
MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
MacroVoices #320 Mike Green: Investment Strategies for World War III
MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
MacroVoices #315 Joseph Wang: Post-FOMC Rundown
MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical
MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?
MacroVoices #310 Alex Gurevich: The Trades of March 2020
MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?
MacroVoices#308 Ronald Stoeferle: Precious Metals Update
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation
MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More
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