

MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
Sep 23, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
Are You Bulli Sher Oil Going Up to 80?
02:43 • 3min
What's Going on in the Bond Market?
05:37 • 2min
Macro Voices - Eric's Interview With Juliet De Clerk
07:30 • 3min
Global Supply Chain Crunch - What Really Happened?
10:49 • 3min
Are Markets Pricing of Inflation Transitory?
14:09 • 5min
Is Second Run Inflation Really Reflationary?
18:41 • 3min
Trade Crypto or Buy Equity Dips Is a Lot Easier Than Getting a Job?
21:49 • 6min
Real Wages Are Already Playing a Stronger Hand Than Inflation
27:31 • 4min
Is the Fed Getting Ahead of Real Wages?
31:07 • 5min
The Fed Is Looking for Jobs, Not Wages
36:06 • 5min
Escro Dot Com - The World's Most Secure Payment System
41:14 • 3min
Is the Market Correction Over?
43:58 • 4min
The Uro Dollar Is About to Fade Off Its Recent Strength
48:10 • 2min
Energy Stocks - Is Oil About to Start Another Bull Run?
50:20 • 2min
Macro Voices - The Research Round Up
52:03 • 3min