MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.
MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.
MacroVoices #261 Ole Hansen: Commodities Are Back!
MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more.
Link: https://bit.ly/38a84bx
MacroVoices #261 Ole Hansen: Commodities Are Back!
MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more.
Link: https://bit.ly/38a84bx
MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin.
Link: https://bit.ly/3uGHujZ
MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin.
Link: https://bit.ly/3uGHujZ
MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come
MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.
Link: https://bit.ly/3quIOUm
MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come
MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.
Link: https://bit.ly/3quIOUm
MacroVoices #258 Julian Brigden: As Good As It Gets?
MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.
Link: https://bit.ly/3rHZfgk
MacroVoices #258 Julian Brigden: As Good As It Gets?
MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.
Link: https://bit.ly/3rHZfgk