MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible

1

Introduction

00:00 • 6min

2

Is the Dollar Ready for Another Leg Higher?

05:36 • 5min

3

The Inflation Dipsydudal Hypothesis

10:53 • 3min

4

The Trees Founder, Luke Roman, and Eric, What Do You Think?

14:17 • 2min

5

Investing in Green Energy in Europe With Respect Energy

15:55 • 5min

6

The U.S. Debt Crisis

20:35 • 2min

7

Is Russia a Bad Actor?

22:37 • 5min

8

Is the Gold Market Going Up?

27:40 • 1min

9

The Europeans Are Going Down a Path

29:02 • 6min

10

Oil and Gas - Is the Dollar Going Up?

34:49 • 6min

11

Is This the Beginning of a Secular Inflation?

40:40 • 2min

12

Are We Going to Go Back to Two Percent Inflation?

43:02 • 4min

13

The Inflation Dips Dude?

47:00 • 3min

14

Oil Production Is Up, but What's the Margin Barrel Cost?

49:50 • 6min

15

Are We Going to Have a Debt Death Spiral?

55:50 • 2min

16

Is the Us. Balance Sheet Really Where I Shake Out?

57:51 • 4min

17

Is the Feds Worst Case Canario, Is It Possible?

01:01:37 • 4min

18

What's in Store for the Next Decade?

01:05:40 • 2min

19

Is This a Typical, Kind of Bear Market Rally?

01:07:40 • 3min

20

We're in a Very Oversole Condition

01:10:38 • 6min

21

Is the Summer Going to Look Like This?

01:16:13 • 2min

22

Home Builders Are Imminently Going to Be a Great Opportunity

01:17:44 • 5min

23

Is the Yield Curve Inversion on the Ten Year Yield Going Out This Way?

01:22:43 • 2min

24

Macro Voices - Research Round Up

01:24:25 • 3min