MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.
Link: https://bit.ly/3quIOUm
MacroVoices #373 Ole Hansen: Commodities Update
MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In
MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year
MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium
MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation
MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion
MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked
ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy
ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis
ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces
MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?
Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis
MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
Energy Doc Episode #4: What’s wrong with Nuclear Energy?
MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more
MacroVoices #359 Lyn Alden: 2023 Macro Outlook
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