MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”

1

Introduction

00:00 • 3min

2

Investing in Green Energy in Europe

02:49 • 2min

3

The Fed, the Consequences of All Our Tightening Are Yet to Be Seen

04:35 • 1min

4

Why People Worry About Inflation More Than Decline?

05:57 • 4min

5

The Force of De-Globalization Is a Mid-Horse Force

09:42 • 2min

6

The Mistake I Made in 2021 in Underestimating the Inflation Spike

11:19 • 2min

7

Is the Fed Really Tightening?

12:57 • 2min

8

Long Deferred Oil - Is That the Best Trade?

14:29 • 2min

9

Oil Trades and Dollars Are Being Sucked Out of the System

16:09 • 2min

10

Is That What You're Saying?

17:45 • 2min

11

I Don't Think the World Can Continue Without Energy

19:36 • 2min

12

Is It Possible for the Global Economy to Return to Pre-Pandemic Growth?

21:11 • 2min

13

Is Backwardation a Predictor of Future Market Prices?

22:47 • 1min

14

Oil Futures - The Negative Predicting Power of Futures

24:15 • 2min

15

Is It a Question of Relative Performance?

25:57 • 2min

16

Long Term Oil Trading

27:43 • 2min

17

Is This a Good Time to Buy Bonds?

29:17 • 2min

18

The Mother of All Bond Rallyes Is Just Beginning to Wrap Her Eyes

30:53 • 2min

19

Is the Fed's Tightening Cycle Going to Affect the Economy?

32:36 • 1min

20

Is the Fed Raising Rates?

34:05 • 2min

21

Inflation Is the First Through the Drop

35:46 • 2min

22

The Hard Asset Rally Is for Real

37:19 • 2min

23

The Gold Is Not Operating on the Current Liquidity

39:10 • 2min

24

Is There a Great Opportunity in the Mining Sector?

40:45 • 2min

25

Is There a Tailwind to Stock Market?

42:37 • 2min

26

Trading Through the Pandemic

44:24 • 2min

27

The MacroVoices Interview With Eric Townsend and Patrick Soresna

46:04 • 2min

28

The S&P 500 Is Breaking to the Upside

47:55 • 3min

29

Is This the Story for the Month of February?

50:34 • 2min

30

The Volatility of the VIX - What Levels Are You Watching?

52:16 • 2min

31

Is There a New Leg Lower in the US Dollar?

54:26 • 2min

32

What's Next for Gold Mining Stocks?

56:03 • 3min

33

The Bullish Angle on Crude Oil

59:19 • 4min

34

Macrovoices Research Roundup

01:03:06 • 4min