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Macro Voices

MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.83.4K Ratings

🗓️ 23 December 2021

⏱️ 65 minutes

🧾️ Download transcript

Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more. Link: https://bit.ly/3mqvHna

Transcript

Click on a timestamp to play from that location

0:00.0

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

0:14.2

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

0:20.0

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

0:25.5

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

0:30.8

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

0:38.1

Macro Voices episode 303 was recorded on December 23rd, 2021. I'm Eric Townsend, happy holidays.

0:45.1

This episode is brought to you by Abbex Technologies, pioneering the design of smarter markets

0:50.0

that better serve the needs of both market participants and society as a whole. And by

0:55.1

escrow.com, the world's most secure online payment system from a counterparty risk perspective

1:01.3

because the funds sit in escrow.

1:04.5

Felt a report founder Jesse Felder joins me as this week's feature interview guest.

1:08.5

Jesse disagrees with the disinflationary views that David Rosenberg and other guests

1:12.6

have expressed on Macro Voices and will lay out his side of the story for why he sees

1:17.3

secular inflation in our future. We'll also talk precious metals and much more.

1:21.9

Then be sure to stay tuned for our post game segment when Patrick's chart deck is titled

1:25.8

What's in store for the New Year?

1:28.2

And I'm Patrick Sarresna, Eric. Let's jump to the S&P 500. After a pretty decisive drop

1:34.3

on the on the crown, we're all the way right back to close to making 52 week new highs.

1:39.6

What's in store for the market?

1:40.9

I think that we will probably continue to move higher, but I do think that it's very

1:46.4

likely over the next few weeks that there's going to be some kind of panic when the news

1:51.0

hits the tape that, oh my gosh, what we knew for certain was about to happen happened.

...

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