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TOPIC: DISCUSSION THREAD: Episode 6 - Axel Merk

DISCUSSION THREAD: Episode 6 - Axel Merk 8 months 2 weeks ago #1

  • NathanEgger
    Nathan Egger
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Did you guys feel Axel was a quality guest, and the right guest to discuss recent central bank developments?

It seems the lines are really being drawn on this $ debate? Which side do you guys fall on?
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The following user(s) said Thank You: Arthur Itarian

DISCUSSION THREAD: Episode 6 - Axel Merk 8 months 2 weeks ago #2

  • ErikTownsend
    Erik Townsend
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Indeed, understanding the "Will the dollar rally continue?" issue has become the "big issue", just as inflation vs. deflation was central to understanding the macro backdrop a couple years ago.

Nathan is already working on finding us another guest with a bullish view on the USD intermediate term, just so we can give you contrasting opinions.

Best,
Eirk
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DISCUSSION THREAD: Episode 6 - Axel Merk 8 months 1 week ago #3

  • Arthur Itarian
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Sorry, I'm catching up. Axel Merk is one of my favorites, and he's an excellent follow on Twitter. I love when he live-tweets the central-planner press conferences. Sadly, I'm not a fan of his mutual funds -- they seem expensive for what they offer.

I'm dollar-bearish, but I've been painfully wrong on that opinion. If you want a reputable guest who's dollar-bullish, Raoul Pal is the first name that comes to my mind, and I know he's already on your list. Marc Chandler is a regular on Financial Sense, but I don't find his arguments persuasive -- at all.
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DISCUSSION THREAD: Episode 6 - Axel Merk 8 months 1 week ago #4

  • NathanEgger
    Nathan Egger
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Glad you enjoyed the Axel episode and we've got Raoul booked for a show in the coming weeks. Stay tuned. Chandler another one we're considering...
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MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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