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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 Oct 20, 2022
Thursday Oct 20, 2022
MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q
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Comments (2)
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Add on. It is funny that while I agree completely on the energy and food and climate crisis I totally disagree with his view of US as the crazy ubris policy. The issue imho was inaction for over 15 years. And there’s no really an option left. Can US perhaps bend Venezuela? Easier than Saudis and less expensive? Also the eastern side of Ukraine as far as I know have jaciments of oil and ng. The dollar dumping is Lukesque... it is ignoring BoP flows
Wednesday Oct 26, 2022
As always great conversation. I believe China is aware of the fact COVID19 is a chimeric virus crossing SARS short term threat with HIV long term. And that scares (rightly) the out of them. We hope to fix long term issues with advanced medicine (not here yet). They want zero Covid.
Wednesday Oct 26, 2022
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