Missing in Alaska. Alaska, Two congressmen vanish on a small plane. In , a mobster tells the F. What can we learn from economic cycles as we try to get out of deflation? This episode of Hot Topic features MacroVoices David Rosenberg: Stagflation is coming but not yet. Erik and David discuss: General market outlook Will the Fed put a floor on the stock market? Investment strategy to navigate ongoing market volatility Bond yields - is there really a zero lower limit?
MacroVoices Chris Cole: Dragon portfolio revisited in the eye of the storm. What implications could secular inflation bring to dragon portfolio? Commodity trend: what does it mean? Erik and Eric discuss: Was the market dislocation inevitable or was it caused by the Coronavirus?
W ill there be even worse economic downturn due to governments bail-out policies? R isk-hedge long-vol portfolio management strategies T he concept of trend following: how is it used? What are the consequences of the recent record-s etting monetary stimulus? Hot Topic Gold for Grownups! Jeff Christian debunks the myths of the market. The macro argument for gold: Jeff and Erik agree on a super-bullish outlook Understanding the physical gold market and the people in it: No license required!
Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis. Pippa Malmgren and Erik discuss: Bail-out nation: Will the long list of bailout packages tip the economy into secular inflation?
Unexpected knock-on effects: What aspects of society will change from the crisis and why? Bio-hazards and Bio-Weapons: Why do governments need bio-weapons laboratories and what if an accident led to another outbreak?
Outlook for U. Shale after the Coronavirus Crisis: Is a V-shaped recovery realistic? Erik and Josh discuss: C urrent opportunities in gold market W hat is the range of possible prices for gold market G old- O il ratio: will the gold prices get brought down with oil? Important economic signals come from where people are hedging Is oil price constraining the gold price despite recent central bank policy actions What are the physical dislocations in the gold market due to COVID impact?
Is there a disconnect forming between physical and paper price of gold? MacroVoices Simon White: Aftermath of the biggest monetary policy intervention in world history. Are treasuries moving up due to the FED buying up bonds?
How does Dr. Steve reconcile this conundrum? What will it take to avoid a complete shutdown of the global economy? Walking On Air Force M. Force M. External Sites. User Reviews. User Ratings. External Reviews.