Macro Voices

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November 24, 2021  

MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s podcast.

Link: https://bit.ly/3nN7rfZ

November 18, 2021  

MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell

MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years.

Link: https://bit.ly/30JPTZF

 

November 11, 2021  

MacroVoices #297 Ole Hansen: Commodity Sector Outlook

MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead.

 

Link: https://bit.ly/3H8BcQh

November 4, 2021  

MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency

MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control.

Link: https://bit.ly/2ZQuCww

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