All-Star Louis-Vincent Gave explains last Monday’s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more.
Link: http://bit.ly/2mdWGGd

All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Business

Investing

Careers

Management & Marketing

Business News

Shopping

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L
 
⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston
⚫ Find out More: https://www.commoditycontext.com
 
 


MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6
 
⚫ Follow Justin on X: @UraniumInsider
⚫ Find out More: www.uraniuminsider.com
 
 


MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP
 
⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO
⚫ Follow Larry on X: @Convertbond
⚫ Find out More: thebeartrapsreport.com
 


MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np
 
⚫ Follow Luke on X: @LukeGromen
 


MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn
 
⚫ Follow Ole on X: @Ole_S_Hansen
 


All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth

Download our free app to listen on your phone