MacroVoices: #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance

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• Perspectives on mainstream deflationists adopting a new inflation view
• Limits to excessive deficit spending and fiscal stimulus
• Fiscal vs. Monetary dominance
• Macro asset allocation strategy in fiscal dominance environment
• Perspectives on the Fed’s yield control
• U.S. broad money supply vs. Japanese broad money supply
• Outlook on Gold and Bitcoin

MacroVoices: #256 Russell Napier: Prepare for Secular Inflation

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How are stocks rallying to new all-time highs amidst the ongoing pandemic?

Stimulus into real economy – will this still support the stock market?

How far Bond Yields could go

Financial repression and inflation outlook

Inflation may be good in the beginning but for how long?

Benefits of inflation on the stock market

Perspectives on commodities including Copper and agriculture

Gold vs. Bitcoin

Is there a strategy to evade financial repression?

Macrovoices: #254 Luke Gromen: The FED Faces No Easy Choices

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• Is this the beginning of the end for the U.S. dollar as the global reserve currency?

• Relative decline to other fiat currencies or loss of purchasing power?
• Democratic control of the Senate – how does this affect yields?
• When will deficits start to matter?
• How do you translate the current state of the dollar into investment strategies?
• Bitcoin vs. Gold

• Are we finally at a point of runaway wage & price inflation?

MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

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Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss:

Saudi Arabia’s production cut decision and what this means

Will U.S. shale industry recover?

Expected decline in demand in oil

Analysis of current comparative inventory report

Pandemic and U.S. consumption recovery – what does this mean for gasoline?

Perspectives on previous prediction of a big decline in U.S. production in Q1

Can OPEC compensate for loss of U.S. production?

Lag times between getting the rig started to actual oil production and what this means

Price vs. Comparative inventory yield curve

MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

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All-time highs despite the pandemic – are we shifting into a new paradigm?

Impending inflation and how to trade it 

Is gold still the best hedge against fiat debasement?

Is the bond bull market finally done and are we headed toward negative yield?

Negative yields in Europe – will this recover as inflation begins?

How will Biden administration change the macro outlook?

Implications of electrification of the economy

Will Singapore be replacing Hong Kong as the financial center in Asia?

Perspectives on crypto currencies

Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced

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Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact. 

Robert goes on to share his vision for how a distributed ledger (blockchain) could be used to hold commodity producers to account and assure buyers of commodities that they've received the full and true details of how those commodities were produced.

Also discussed is the metals that will be needed for the proposed energy transiton.

MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

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Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to MacroVoices. Erik and Stephanie discuss:

Why using taxes to pay for government spending is a myth

If the government can print money, why are taxes still necessary?

What measures does MMT use to overcome inflation risk?

Debunking the myth that the future generation will have to pay for the current national debt

Risk of dilution in value of dollars due to government money printing

Constraints of MMT

MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

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Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to MacroVoices. Erik, Mike and Guy discuss:

Future of nuclear power industry

How big is the Uranium mining industry post-Fukushima

Collapse of market capitalization of Uranium mining

How Uranium market works

Investment opportunities in Uranium market