MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?

1

Introduction

00:00 • 3min

2

What's Your Take on the Dollar Index?

02:53 • 3min

3

What's Next for Gold?

06:04 • 2min

4

The New Podcast Series De Mystifying Carbon Markets

07:56 • 5min

5

Is This Going to Be Secular Inflation?

13:02 • 5min

6

Semi Conductor Supply Chain Disruption

17:34 • 3min

7

Do You Think Russia Is Going to Make an Aggressive Move in Ukraine?

20:34 • 4min

8

Are We Talking More About the World War III Risk?

25:02 • 2min

9

Hybrid Warfare

26:52 • 5min

10

Investing in a World War II Environment?

31:29 • 2min

11

Investing in China Semi Conductors - Is There a Risk?

33:51 • 5min

12

Is China's Move to Outlaw Bitcoin Mining Going to Spread to Other Countries?

38:33 • 2min

13

Bringing Digital Currency Into the Economy

40:48 • 2min

14

Are We Going to Go Authoritarian?

43:04 • 4min

15

Is It a Consumer It's Ready to Spend?

46:52 • 3min

16

Is There a Balance to the Recovery?

49:38 • 2min

17

The Blind Spot Dot Com

51:59 • 5min

18

Bond Markets - What Do You Think?

57:21 • 3min

19

Oil Markets - Is This a Short Term Swing High?

01:00:37 • 2min

20

What's Happening in the Energy Sector?

01:02:56 • 3min

21

Bond Markets in the Emerging Markets Are Under Stress

01:05:55 • 3min

22

The Credit Spreads on Corporat Bonds Are Starting to Blow Out

01:08:31 • 2min

23

Mackro Voices Podcast - This Week's Research Round Up

01:10:05 • 3min