Erik Townsend and Patrick Ceresna welcome Larry McDonald to MacroVoices. Erik and Larry discuss:
Relationship between inflation and treasury yields
- Outlook on US/China relations
- What to expect in equity and bond market
- Drivers of upcoming price increase in oil
- Trading opportunities in energy market
- “Alpha Male Central Banker”
- Breakdown of the dollar and its implications
- Oil demand expectations in the re-opening
- MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up