Macro Voices Hot Topic

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Hot Topics interviews are scheduled and produced in reaction to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today’s Hot Topic is Alex Gurevich's follow-up from the Grant Williams interview from September 5th.

  • Alex explains why a dollar rally = gold headwind is an “urban myth”
  • Why Alex likes both trades (long dollar and long gold) but doesn’t see one as a hedge for the other
  • Update on Alex’ expert view on the bond market’s backup in yields

 

 

Note: This will be the last podcast that displays the Download Link and the "Click to Play Now!" player seen below. Instead, in the future, you will only see the mini-player at the top of this article. It has the Download Link and a new Share Link in its upper right corner."

Download the audio MP3 File.  (20.00 MB)

male silhouette.This episode of Hot Topic features Dr. Harald Malmgren & Dr. Pippa Malmgren. They discuss: 

  • Why Hal and Pippa disagree on present economic risk factors
  • Pippa’s experience growing up in a house where your Dad directly advises the President of the United States
  • Hal’s experience as a father, watching his daughter grow up to follow in his footsteps as a Presidential advisor
  • Hal’s feelings as a former senior policy advisor about his granddaughter’s generation being the first in American history predicted to live a lower standard of living than he lived himself
  • Why Pippa questions the veracity of the premise that Generation Z will experience a lower standard of living than their grandparents

 


Download the audio MP3 File (52.06 MB)

male silhouette.MacroVoices HOT TOPICS are a new offering in conjunction with MacroVoices Premium.

Hot Topics interviews are scheduled and produced in reacting to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today’s Hot Topic is fund manager Kyle Bass’ recent investor letter questioning Hong Kong’s ongoing relevance in the global financial system. Louis-Vincent Gave runs Gavekal, a Hong Kong-based institutional advisor. In today’s Hot Topic interview, Louis offers an “opposing editorial” view, strongly at odds with Kyle Bass’ views on Hong Kong.

Supporting Materials for Download

Louis-Vincent Gave Chartbook


Download the   audio MP3 File (31.25 MB)

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 Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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