MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3
⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland
⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/
🌟The Gold Standard of Profits🌟
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Monday January 22nd, 2024 at 1:00pm ET
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All-Star Luke Gromen: The USD-centric system is slowly losing ground
All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!
Brent Johnson: A big dollar rally could drag stocks higher with it
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Inside the Investment Committee: The 2016 big short in fixed income
All-Star Julian Brigden: The Fed needs to ease
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage
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
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