× Welcome to the Macro Voices Podcast Forum!

Post you comments and questions about specific podcasts here.

DISCUSSION THREAD: Episode 39 - Harald & Pippa

  • amkc
  • amkc's Avatar Topic Author
  • Offline
  • Junior Boarder
  • Junior Boarder
More
1 year 8 months ago #1 by amkc
This was an amazing experience to hear two great minds go after a topic that is at the top of everyone's mind. It was our first time having two featured guests on at the same time and hope you enjoyed the format!
The following user(s) said Thank You: jmcneill, ShindigHK

Please Log in or Create an account to join the conversation.

  • john.dentice@gmail.com
  • john.dentice@gmail.com's Avatar
  • Offline
  • Fresh Boarder
  • Fresh Boarder
More
1 year 8 months ago #2 by john.dentice@gmail.com
Replied by john.dentice@gmail.com on topic DISCUSSION THREAD: Episode 39 - Harald & Pippa
An excellent interview thank you very much. The two 'M' s have a phenomenal amount of knowledge and experience between them. I am loving your service after learning of it from RV and Grant Williams. For me, these services complement each other immensely.

The one disappointing aspect to the interview, from my perspective, was a lack of discussion about how this will impact gold (and that is very selfish I know as the interview was far broader than discussing specific asset classes) ... but I am freaking out here !! This was not meant to happen, was it?

I simply can't get my head around the reaction of markets since the Trump election or the new narrative that is being presented. Please help as I am obviously dumber than the market on this.

Isn't inflation meant to be good for gold? Isn't this what we've been waiting for - the inflection point from deflationary expectations to inflationary expectations, especially so given the amount of money that is now available to fuel it ???? Even more so if the FED has an agenda to remain behind the curve in an effort to inflate the debt away 'painlessly' via negative real rates ...

I am at a complete loss here and would be stoked if someone could explain the last few days gold price movements to me.

Cheers
John

Please Log in or Create an account to join the conversation.

Moderators: ErikTownsend
Time to create page: 0.181 seconds

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.

Go to top