Episodes
Thursday Oct 28, 2021
MacroVoices #295 David Hay: The Case for Greenflation
Thursday Oct 28, 2021
Thursday Oct 28, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields.
Link: https://bit.ly/3CryxOG
Thursday Oct 21, 2021
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
Thursday Oct 21, 2021
Thursday Oct 21, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more.
Link: https://bit.ly/3AYPIWh
Thursday Oct 14, 2021
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
Thursday Oct 14, 2021
Thursday Oct 14, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more.
Link: https://bit.ly/3p50wjA
Thursday Oct 07, 2021
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
Thursday Oct 07, 2021
Thursday Oct 07, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed.
Link: https://bit.ly/3DlRqTn
Thursday Sep 30, 2021
Thursday Sep 30, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more.
Link: https://bit.ly/3onjHEU