MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA
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MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis
MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars
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MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more
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MacroVoices #377 Daniel Lacalle: On The Road To Stagflation
MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more
MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?
MacroVoices #373 Ole Hansen: Commodities Update
MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In
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MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation
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