Erik Townsend and Patrick Ceresna welcome Keith Dicker back to MacroVoices. Erik and Keith discuss the government bond bubble, artificially suppressed interest rates and rethinking bonds for portfolio allocations. They discuss what impact that a bond market route could have on equities and if the bond bear market has started. They conclude with their outlook on equities and gold.
October 21, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation…