
Macro Voices MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
8 snips
Oct 6, 2022 Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
OPEC Plus Cuts Production by 2 Million Barrels
01:46 • 3min
OPEC Is Going to Defend the Price and They're Done Playing Nice With the White House
05:16 • 4min
Hedge Fund Manager Eric Townsend Interview With Hante Investments Founder Alex Garevich
09:27 • 4min
I'm Not Sharing the View That European and British Economy Are Collapsing
13:09 • 2min
I Think the UK Is Going to Find Itself in a Decent Position
15:20 • 2min
Is Fiduciary Policy a Good Thing?
17:20 • 2min
Is There a Catastrophic Inflation?
18:58 • 2min
Is QE Good or Bad?
20:30 • 3min
Is There a Secular Bull Market on Bonds?
23:24 • 2min
Are We Going to End of Short Bear Market or Are We Into Longest Secular Bear Market and Bonds?
25:00 • 2min
I'm So Confident That Rates Will Be Zero to Yes From Now and Stay Zero for a While
26:33 • 2min
Inflation and Job Market in 2022
28:15 • 2min
Are the Measures That Been Taken in 2022 Getting Tranquility?
29:51 • 2min
Is the Fed Trying to Bring Inflation Down?
31:27 • 2min
The Feds Focus on Core PCE
33:26 • 2min
Energy Is Fine as a Result of Monetary Policy of 2020 2021
35:13 • 2min
Is Demand Going to Crater?
36:59 • 2min
Is There a Global Depression?
38:33 • 3min
Is This a Fake Break or a Recessionary Environment?
41:06 • 2min
Bonds Crush Another 10 Points and Yields Go Up Another 100 Basis Points
43:32 • 2min
What Does All This Mean for the Stock Market?
45:05 • 2min
The Blue Line in 2018 and the Orange Line in 2020 Is a Lacked Fit
46:46 • 2min
The Blue Line Is a Forecast of Where the S&P Is Projecting
48:22 • 2min
The S&P 500 Is a Good Indice of a Global Depression
49:56 • 2min
The US Dollar Is Going to Be Replaced as Global Reserve Currency
51:33 • 2min
Is There a Dollar Down Cycle?
53:15 • 2min
The Dollar and Emerging Market Debt
54:46 • 2min
Do You See Emerging Market Meltdown?
56:22 • 2min
Hedge Funds - Is There a Cushion Building in 2020?
58:10 • 2min
The Next Perfect Trade by Patrick Suresna
01:00:00 • 2min
Is the Global Energy Crisis Really Inflationary?
01:01:42 • 4min
Is It Too Early to Call a Market Bottom?
01:05:17 • 5min
Is the Dollar Rally Resuming or a Major Trend Reversal Point?
01:09:54 • 4min
The Gold Market Is a Bullish Market and I'm Not Getting Excited About This Market
01:13:24 • 2min
Macrovoices Research Roundup
01:15:35 • 4min
