Macro Voices

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October 28, 2021  

MacroVoices #295 David Hay: The Case for Greenflation

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

October 21, 2021  

MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation

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

October 14, 2021  

MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation

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

October 7, 2021  

MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation

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

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