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
Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq
All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar
MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs
Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman
All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze
All-Stars #29 Brent Johnson: Still not chasing Gold at these levels
All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt
All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security
MacroVoices #174 John Netto: Gold will hit $1500 this month
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
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