If we'd spoken a year ago, eric, if i'd said, luck eric, oil's going to be above hunte box. Us Treasury yields will be three %. The s going to be very hawkish, or sound at least sound very hawkish. You kow, the yen is going to get crushed. And if i told you, and by the way, you're going to massively out perform us. Treasuries by owning brazilian bonds, thay'll be up for the year, and indian bonds, they'll be flat. These are the guys that are actually benefiting from the degobilization of financial floes. So it tells you
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI
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