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
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
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
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