Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
Crude Oil Inventory Crisis
02:08 • 3min
The Gold Bugs Are on Twitters Saying, Let It Break Out
05:03 • 2min
Macro Voices - Eric Towns Interview With Evergreen Gavcal Founder David Hay
06:51 • 5min
Green Flation, but Really Dubious Policy?
12:20 • 2min
The Green Flation Is Not Going to Be Persistent
14:12 • 2min
Oil Companies
16:28 • 4min
Is Energy Uninvestible? Or Is It a Contrarian Play?
20:24 • 4min
What's the Hallmark of M M T?
24:09 • 6min
The Feds Will Print Money to Buy Stocks
30:02 • 4min
Bonds in a Rising Inflation Period
34:17 • 3min
Bitcoin
37:37 • 2min
Cryptocurrency Is Here to Stay, but Can They Actually Make Him Popular?
39:12 • 5min
Are You Expecting Government Deleveraging?
43:50 • 4min
The Fed Is Going to Have a Problem With Rents, Energy and Wages
47:21 • 5min
The Green Filation Theme Is a Very Important One
52:15 • 2min
Commodity Markets - Is the Ureau Really Putting in a Bottom and Changing Trend?
54:42 • 3min
Bond Markets - What's Happening in the Bond Market?
57:18 • 3min
Macro Voices - Research Round Up
01:00:37 • 3min