MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak’s recession call from last summer, which he’s still committed to. They also examine the growth, business and inflation cycles along with ECRI’s leading indicators which are plumbing lows never seen before except during the depths of the 2008 crash.https://bit.ly/3YAp6aT
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MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession
MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
MacroVoices #329 Darius Dale: A Recession Is The Bull Case
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
MacroVoices #323 David Rosenberg: The Fed Put Has Expired
MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
MacroVoices #320 Mike Green: Investment Strategies for World War III
MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
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