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MacroVoices #284 Lakshman Achuthan: Economic cycle is turning…but what about assets?

MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets? | Speevr

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion.

Link: https://bit.ly/37DMICM

 

MacroVoices #284 Lakshman Achuthan: Economic cycle is turning…but what about assets?

MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets? | Speevr

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion.

Link: https://bit.ly/37DMICM

 

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing | Speevr

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital’s Brent Johnson to the show. Brent says the US dollar isn’t really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.

Link: https://bit.ly/37kB4fL

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing | Speevr

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital’s Brent Johnson to the show. Brent says the US dollar isn’t really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.

Link: https://bit.ly/37kB4fL

MacroVoices #282 Bill Blain: Consequences of Secular Inflation

MacroVoices #282 Bill Blain: Consequences of Secular Inflation | Speevr

MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry’s readiness for the coming change and much more.

Link: https://bit.ly/3fax7hW