This is Macro Voices with hedge fund manager Eric Townsend, the free weekly financial

podcast targeting professional finance, high net worth individuals, family offices, and

other sophisticated investors. Macro Voices is all about the brightest minds in the world

of finance and macroeconomics telling it like it is. Bullish your bearish, no holds

barred. Now here are your hosts, Eric Townsend and Patrick Sarasna.

Macro Voices episode 236 was recorded on September 10, 2020. I'm Eric Townsend. This episode

is brought to you by top traders on plug.com, a podcast dedicated to quant and rules-based

investing, helping investors overcome behavioral biases and by farmtogether.com, bringing

farmland a new trillion dollar investment opportunity within reach of all accredited investors.

Logic of funds chief strategist Mike Green joins me as this week's feature interview

guest, Mike's received quite a lot of attention for his research on the reflexive effects

of passive investing on market price action. So we'll start there before moving on to

the US dollar, inflation, gold, digital reserve currencies, and much more. Then be sure

to stay tuned for our post game segment after the feature interview when Patrick and I

will discuss everything from the S&P 500 to gold, Tesla, and a whole bunch more.

And I'm Patrick Sarasna. Now Eric, where do we start this week?

Well I want to start before we even get to stocks with the big picture that I'm thinking

about is I'm really convinced that unfortunately the political unrest, the civil unrest in the

United States is most likely to escalate really from now through inauguration day, not election

day but inauguration day. And in fact, I think it's the period from election day to inauguration

day that is probably going to be the most tumultuous. And the reason I say that is we've

got a situation here where both sides have already said they're not going to concede the

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