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Erik Townsend and Patrick Ceresna welcome Axel Merk to MacroVoices. Erik and Axel discuss:

  • COVID-19 driving bonds to new all-time highs 
  • What’s contributing to US Dollar breakdown?
  • Why are treasury yields crashing and will it continue?
  • What is the threshold for zero-bound treasury yield?
  • Is it time to short high-yield and what are its risks?
  • Perspectives on possible bail-out for shale oil producers
  • Impacts of the COVID-19 crisis on the upcoming presidential elections
  • Outlook on gold and gold mining shares
  • FED’s emergency cut – what’s next? 

Download the podcast transcript: [Click Here]

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Axel Merk is President & CIO of Merk Investments. He is a sought-after speaker, author and contributor to the financial media. His expertise spans liquid global markets, including domestic and international equities, fixed income, commodities and currencies.