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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
Episodes
Thursday Apr 30, 2020
Thursday Apr 30, 2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market
Link: https://bit.ly/2xrUpgO
4 years ago
One of the best
4 years ago
Quality material
5 years ago
Good content
5 years ago
Just because price inflation hovers arounf zero does not mean there is no price inflation! If in the absence of borrowing more money that is not self liquidating the price level would drop by 10%, price inflation is 10%. Great content!