Macro Voices

MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG

Apr 7, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
Is the Ukraine War Over?
01:30 • 3min
3
Crudo - Is the Big Oil Push Over or Are You Still Bullish?
04:04 • 2min
4
Is There More Upsight for Gold?
05:59 • 2min
5
Farm Together - The New Macro Asset
07:49 • 6min
6
What's Going on in the Rest of the World?
13:26 • 3min
7
Inflationary Pressures
16:06 • 5min
8
The Economic Effects on Russia Are Going to Be Highly Significant
21:30 • 4min
9
Is There a Replacement to the Dollar?
25:33 • 3min
10
Bond Markets - Where the Rubber Meets the Road for Investors
28:08 • 2min
11
Bond Masts - What You Need to Know
30:18 • 5min
12
The ESG Trend on Wall Street Is a Con Job
35:29 • 5min
13
Is There a Better Future for Everyone?
40:12 • 3min
14
Lithium - A Bad Substance?
42:48 • 4min
15
Are You Aware of the Thorium Technology Bill?
47:02 • 5min
16
Abe's Technology Was Hit by a Bar Raid This Week
52:26 • 3min
17
How I Lost My Ship, Patrick
55:39 • 5min
18
The Short Raid Is Just That, a Short Raise?
01:00:58 • 2min
19
The Dollar Index Hasn't Breaked to a Lower Low.
01:03:28 • 5min
20
The Stock Market Is Getting Really Ugly
01:08:16 • 2min
21
Is It a Bull Market in Bonds?
01:10:30 • 2min
22
Macro Voices - This Week's Research Round Up
01:12:32 • 3min