

MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
Jan 20, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 3min
The Dollar Is Having a Tumble Down, Is It Getting Back Up?
03:12 • 3min
Is This a Big Break Out in the Gold Market?
05:47 • 2min
Victor Scwetz, Macro and Asia Pacific Strategist, Back on the Show!
07:55 • 2min
Macro Voices - What Are Smarter Markets?
09:58 • 5min
Can You Continue Stimulating Demand?
15:14 • 5min
How Many Moves Can We Do?
20:10 • 2min
The Price of Gold Hasn't Doubled, Victor?
22:21 • 5min
Cobbit Hasn't Changed the Policy Setting
27:38 • 3min
The Essence of Our Economies
30:14 • 4min
Will the Markets Continue to Fix Jear Politics?
34:19 • 5min
What's Not Discounted? And Where Are the Trade Opportunities?
39:08 • 5min
What the Market Is Saying to Us?
43:45 • 6min
The Disruption of the Supply in Value Chains
49:37 • 5min
Master Works Dot Art Slash Macro Voices
54:10 • 2min
What's Going on in the Markets?
55:43 • 3min
Those Are the Red Flags of the by on Dips
58:50 • 3min
Byon Dip Traders - Is There a Bi Seque?
01:01:40 • 5min
Energy Stocks
01:06:41 • 5min
The Gold Miners Breakout
01:11:48 • 2min
Credit Spreads on Corporates
01:14:10 • 2min
What's in This Week's Research Round Up?
01:16:38 • 5min