The Julia La Roche Show, Released on 9/17/24 0:00 Welcome Brent Johnson 1:05 Current macro picture and Fed policy 4:40 Challenges of engineering a soft landing 8:54 What is gold signaling? 14:22 Global demand for gold 17:29 Dollar Milkshake Theory explained 24:11 Geopolitical implications of the dollar system 30:22 Market outlook 37:42 Are markets in […]
Eurodollar University, Released on 9/4/24 Carry trade is back! In reality, it never left. Not because of BoJ rates hikes or threats, rather all the growing evidence the US isn’t at risk of recession, so many indications showing it’s here. Oil and gasoline are crashing. Curves unwinding. Forward rates project…a total mess. In time for […]
Daniel Lacalle – YouTube, Released on 12/1/20 Daniel Lacalle, PhD, economist and fund manager, is the author of the bestselling books Freedom or Equality (2020) and Escape from the Central Bank Trap (2017). He is a professor of global economy at IE Business School in Madrid and Chief Economist at Tressis SV. Ranked as one of the top […]
