MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej
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MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios
All-Stars #66 Juliette Declercq: Break or Bounce time is here!
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one
MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk
Energy Week #17: In the aftermath of Abqaiq
All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means
All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!
All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup
Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview
MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating
Energy Week #16: Abqaiq Processing Facility Attacks and their consequences
All-Stars #59 Julian Brigden: Can the Fed still save us from recession?
All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
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