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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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6 hours ago
6 hours ago
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH
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