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 #295 David Hay: The Case for Greenflation
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
MacroVoices #288 Paul Krake: Mega themes for 2020s
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing
MacroVoices #282 Bill Blain: Consequences of Secular Inflation
MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum
MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency
MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More
MacroVoices #276 Philip Verleger: Energy Economics and Inflation
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