MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality.
Link: https://bit.ly/3I3UmX3
MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions
MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical
MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think
MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
MacroVoices #343 Jeff Snider: Why the Dollar Remains King
MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!
MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended
MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar
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?
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