MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years.
Link: https://bit.ly/30JPTZF
 

MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell

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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb
 
⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/
 


MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v
 
⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle
 


MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E
 
⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch
⚫ Check Out Bianco Research: https://www.biancoresearch.com
 


MacroVoices #430 Jim Bianco: Rate Hike On Deck

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo
 
⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji
⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.substack.com/
 


MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub
 
⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen
⚫ Check Out: https://www.gorozen.com/
 


MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell

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