GM04: Global Macro from a High Level ft. Larry McDonald

Jul 24, 2020

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Today we are very lucky to welcome Larry McDonald as our guest. Larry is the founder of the Bear Traps report, and has extensive experience in consulting and investment banking. His bestselling book “A colossal failure of common sense”, described his time as a Vice President at Lehman brothers where Larry had a ringside view of the last financial crisis. Needless to say this gives him an interesting perspective on the current state of the global markets. Our very enjoyable conversation covered a wide range of topics from high level macro, across Silver and Copper, and down to individual stocks like Tesla.

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Topics Discussed in this Episode:

Risk Indicators
Unemployment
Modern Monetary Theory
US Dollar
Inequality
Inflation
Gold and Silver
2020 Election
Tesla
Warren Buffet
Fed balance sheet

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