Episodes
Thursday Nov 30, 2017
Jonathan Tepper: Is Retail a Consensus Short or a Contrarian Long?
Thursday Nov 30, 2017
Thursday Nov 30, 2017
Erik Townsend welcomes Jonathan Tepper back to MacroVoices. Erik and Jonathan discuss the outlook on the US dollar, the momentum trade on global equities and VPs contrarian call on the retailers. They further discuss Australian real estate, the Canadian economy and the outlook on China. Special post game guest Devin Anderson to discuss the VIX complex and the short VOL trade.
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