MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv
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David's audio book - Bubble 3.0 (get 33% off with code MacroV33)
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MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
MacroVoices #413 Darius Dale: Still Bullish
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
MacroVoices #409 Mark Nelson: All Things Nuclear Energy
MacroVoices #408 Lyn Alden: Broken Energy
MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
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