MacroVoices #282 Bill Blain: Consequences of Secular Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to ex...
29 Heinä 20211h 9min
MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in comi...
22 Heinä 20211h 5min
MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much ...
15 Heinä 20211h 14min
MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum
MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event. Lin...
8 Heinä 20211h 14min
MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency
MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital ha...
1 Heinä 20211h 11min
MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. Th...
24 Kesä 20211h 13min
MacroVoices #276 Philip Verleger: Energy Economics and Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular ...
17 Kesä 20211h 15min
MacroVoices #275 Steve Keen: Inflation Will Not Run Away
MacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway inflation feared by many people, nor will it be the...
10 Kesä 202158min
