Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more.
Link: http://bit.ly/2JYhb2E
All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!
All-Stars #76 Juliette Declercq: Equity rally set to continue
All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest
MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!
All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!
MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system
All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update
All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation
MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits
All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE
All-Stars #70 Luke Gromen: The official narrative just FAILED!
All-Stars #69 Louis-Vincent Gave: Rangebound Markets
MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios
All-Stars #66 Juliette Declercq: Break or Bounce time is here!
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
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