MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.
Link: https://bit.ly/3yZmuWz
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing
MacroVoices #282 Bill Blain: Consequences of Secular Inflation
MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum
MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency
MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More
MacroVoices #276 Philip Verleger: Energy Economics and Inflation
MacroVoices #275 Steve Keen: Inflation Will Not Run Away
MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors
MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up
MacroVoices #272 David Rosenberg: Inflation Will Be Transitory
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