MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg
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MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios
All-Stars #66 Juliette Declercq: Break or Bounce time is here!
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one
MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk
Energy Week #17: In the aftermath of Abqaiq
All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means
All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!
All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup
Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview
MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating
Energy Week #16: Abqaiq Processing Facility Attacks and their consequences
All-Stars #59 Julian Brigden: Can the Fed still save us from recession?
All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
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