Martin Armstrong: There is no alternative to the Equity Market
Erik Townsend and Patrick Ceresna welcome back Martin Armstrong to MacroVoices. Erik and Martin discuss if there is room for the equity bull market to continue. They further discuss the outlook on global bond, U.S. Dollar, and gold. They further discuss the geopolitics in Europe, Russia and China and look at domestic politics in the U.S. going into the mid-term elections.
David Rosenberg: The top is probably in already
Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik asks Dave if there is one more leg higher in the S And P 500 or is the top in? They further discuss the outlook on junk and investment grade bonds and how to play the short on low grade corporates. They further discuss inflation, USD, the business cycle and where yields are heading from hear. The end with the outlook on the Canadian dollar and the Canadian housing cycle.