MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors
MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investor...
3 Kesä 20211h 22min
MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up
MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, and much more. Link: https://bit.ly/3hZ...
27 Touko 20211h 15min
MacroVoices #272 David Rosenberg: Inflation Will Be Transitory
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popul...
20 Touko 20211h 20min
MacroVoices #271 Harley Bassman: Hedging a High Interest Future
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to ret...
13 Touko 20211h 5min
MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?
MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets. Link: ...
6 Touko 20211h 5min
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflatio...
29 Huhti 20211h 28min
MacroVoices #268 Art Berman: Crude Oil Update
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is...
22 Huhti 20211h 13min
MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the ...
15 Huhti 20211h 17min
