MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years.
Link: https://bit.ly/30JPTZF
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
MacroVoices #409 Mark Nelson: All Things Nuclear Energy
MacroVoices #408 Lyn Alden: Broken Energy
MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
MacroVoices #406 Matt Barrie: AI-pocalypse Now
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing
MacroVoices #400 Rory Johnston: All Things Oil
MacroVoices #399 Ole S Hansen: Still Bullish Commodities
MacroVoices #398 Lyn Alden: Broken Money
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
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