MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q
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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
MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
MacroVoices #315 Joseph Wang: Post-FOMC Rundown
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