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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
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Thursday Dec 03, 2020
Thursday Dec 03, 2020
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or not this week’s move invalidates his prior views.
Link: https://bit.ly/2VwzilU
4 years ago
This just sounds like a slightly different version of Brent Johnson’s theory. I just don’t buy this dollar shortage idea. They can literally create as many as they want and whenever they want.