× Welcome to the Macro Voices Podcast Forum!

Post you comments and questions about specific podcasts here.

DISCUSSION THREAD: Episode 40 - Paul Krake

  • amkc
  • amkc's Avatar Topic Author
  • Offline
  • Junior Boarder
  • Junior Boarder
2 years 2 months ago #1 by amkc
I know Paul's take on gold is going to chafe with some of you, but I think it's worth listening to because this shake-out in gold, while inflation expectations rise, has me scratching my head... US dollar is obviously one of the biggest stories right now and the idea that de-dollarization is actually bullish for USD is counter-intuitive but also makes perfect sense.

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

2 years 1 month ago #2 by spinafex
Replied by spinafex on topic DISCUSSION THREAD: Episode 40 - Paul Krake
I realize that this episode was taped before the latest China inflation figures came out but one has to now question Krake's assertion that "the only way a debt explosion becomes a problems is if you have domestic inflation" and that "overcapacity issues guarantee that you won't have inflation".

Since then, of course, we've seen both CPI and PPI numbers heat up and nothing in the data suggests that this is an aberration. If anything, quite the opposite.



Izabella Kaminska has a nice piece on Diana Choyleva's work on the potential macro consequences here:


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

Moderators: ErikTownsend
Time to create page: 0.260 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