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 #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
MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets
MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This
MacroVoices #300 David Rosenberg: Last Disinflationist Standing
MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency
MacroVoices #295 David Hay: The Case for Greenflation
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
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