MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

1

Introduction

00:00 • 4min

2

Is This Really a Break Out?

04:25 • 4min

3

What's the Shape of the Yield Curve?

08:44 • 2min

4

Macro Voices - The Fintek Company Abex

10:53 • 3min

5

The Inflation Is Transitory, Is Still Alive and Well?

13:23 • 3min

6

The Medium Price Eruption

16:32 • 4min

7

Supply Chain Disruption - What's Going on Now?

20:35 • 2min

8

What's Going on in the Stock Market?

22:58 • 3min

9

Is There Any Alternative to Ecities?

26:00 • 2min

10

Is the Taper Announcement Driving the Change?

27:38 • 2min

11

The Diversification Benefits of a Portfolio Based on Actual Market Wage

30:05 • 2min

12

Is This a Hawkish Impact?

32:17 • 3min

13

Bond Yields Are Too High, or Too Low?

34:52 • 3min

14

Is There a Contagion?

38:04 • 2min

15

Investing in China's Real Estate Market

39:47 • 3min

16

Cryptocurrencies in Professionally Managed Portfolios?

42:56 • 2min

17

Investing in the Asset Management Industry

44:44 • 1min

18

Is There a Potential for a Digetol Gold Like Run?

46:06 • 4min

19

The Smartest Guys in the Room Are All About Building Mines

49:55 • 3min

20

Investing in a Royalty and Streaming Company

52:26 • 2min

21

Is Owning a Royalty Company Better Than Owning an Operating Company?

53:57 • 3min

22

Is There a Market for Royalty Companies?

57:12 • 3min

23

Isn't Gold Responding as So Many People Think It Should Be?

01:00:07 • 5min

24

What's in This Week's Research Round Up?

01:04:39 • 5min