MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

1

Introduction

00:00 • 3min

2

The Upside Price Action Got Going on Tuesday Morning - The Pentagon Announcement

03:22 • 3min

3

Investing in Green Energy in Europe

06:32 • 4min

4

Is It Time to Conclude That Inflation Is Inherently Permanent?

10:16 • 5min

5

COVID and Supply Chain Disruption

15:14 • 2min

6

Is There a European Energy Crisis?

17:42 • 5min

7

What Has Globalization Done to Markets?

22:55 • 6min

8

Is Mean Reversion a New Paradigm of Reflexivity?

28:47 • 5min

9

Are We Going to Analyze What Company X Is Worth?

33:34 • 2min

10

Is Dispersion Going to Be a Really Important Thing?

35:11 • 5min

11

Investing in Trend Falling Strategies and Trends

39:46 • 5min

12

Is the Fed Unhappy With Inflation?

44:32 • 2min

13

What's New at One River Asset Management?

46:47 • 5min

14

Macro Voices - The Next Up Cycle

51:56 • 2min

15

The Future of Passive Investing

54:16 • 2min

16

The Market Is Fixated on Expectations of a Fed Pivot

56:11 • 3min

17

What's Your Thoughts on the November 9th Op-Ex?

58:55 • 2min

18

The S&P 500 Refused to Break Below 3900 and Rollover - A Red Flag

01:00:55 • 3min

19

What Are Your Thoughts on the VIX?

01:04:05 • 2min

20

What's Going on in the Dollar Index?

01:06:05 • 3min

21

The Gold Sell-Off Is Rearview Mirror

01:08:39 • 3min

22

Uranium Trust

01:11:16 • 3min

23

Macrovoices Research Roundup

01:14:26 • 3min