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
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom
All-Star Juliette Declercq on Populism
All-Star Brent Johnson: Much higher stock prices possible
Simon White: U.S. Dollar in the Crosshairs
ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)
MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW!
MacroVoices All-Star Danielle DiMartino-Booth: Jay Powell is The Grinch who Stole Liquidity
MacroVoices All Stars : with Luke Gromen
Charlie McElligott: The opportunity will be found selling puts. But not yet!
ENERGY WEEK: Crude oil glut or crisis & Crude Quality Matters. Panel: Berman/Alhajji/Hemsworth
Juliette Declercq: Questioning the Fed’s ability to service its inflation mandate
MacroVoices Premium - HOT TOPIC: Louis-Vincent Gave Rebuts Kyle Bass’ Investor Letter questioning Hong Kong’s relevance
MacroVoices Premium - MacroVoices All Stars Episode 1
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