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 #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy
All-Stars #48 Dr. Pippa Malmgren: It’s not really 1929. Don’t panic.
All-Stars #47 Luke Gromen: It’s not Stocks or Bonds but the USD that is the “odd man out”
All-Stars #46 Prof. Steve Keen: Yield curve inversion, recession & private debt
MacroVoices #180 Daniel Lacalle: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.
Energy Week #15: Trade wars, demand outlook, and Saudi Aramco IPO. Panel Alhajji/McMonigle/Chigrl
All-Stars #45 Louis-Vincent Gave: Hong Kong, Gold, Bond Yieds, & Stocks
All-Stars #44 Jeffrey Snider: The real story on the Chinese Yuan devaluation
All-Stars #43 Luke Gromen: Central Banks Ditch Gold-Buying Agreement (But keep buying gold)
MacroVoices #179 Ronald-Peter Stöferle: Gold/Precious Metals Special
Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More!
All-Stars #42 Brent Johnson: Still bullish the USD
All-Stars #41 Juliette Declercq: Powell should be fired!
Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team
All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon
MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices
Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart
All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER
All-Stars #38 Danielle DiMartino-Booth: FOMC Preview
All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine
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