MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 6 October 2022

⏱️ 79 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4 Download Alex's Charts: https://bit.ly/3fPgCLB Download Big Picture Trading chartbook 📈📉 https://bit.ly/3EnRLZj ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is Macro Voices with hedge fund manager Eric Townsend, the free weekly financial
0:14.1	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.
0:38.3	Macro Voices episode 344 was produced on October 6, 2022. I'm Eric Townsend. This episode
0:45.6	of Macro Voices was made possible by respect energy, a leading European trader of renewable
0:51.4	energy and a one-stop shop for all green energy investors. October is upon us. Does that
0:58.8	mean that the other shoe is about to drop and markets are going to crash like 2008? Or
1:04.3	could it be that precisely because so many people think that's what's about to happen,
1:09.1	that the opposite is actually more likely. We're trying to focus on finding more guests
1:13.6	with views who differ from my own, so I'm particularly excited to welcome back
1:18.2	Honte Investments founder and fund manager Alex Garavitch. Is this week's feature interview
1:23.3	guest? Alex agrees with me that the macro risks are extremely high right now, but not
1:30.2	only does Alex disagree with those of us who fear that the inflation problem could run
1:34.9	away into an inflationary depression, Alex sees a nearly opposite outcome, more along
1:40.7	the lines of a deflationary depression. I think you're really going to enjoy this interview.
1:46.0	Non-Patrick Serresna listeners, be sure to stay tuned for our post-game segment after
1:50.9	Eric's feature interview with Alex Garavitch when Eric, Nick and I discuss everything from
1:56.5	the S&P 500, the VIX dollar oil and we wrap it up looking at gold. Now Eric, before we
2:03.1	get to our feature interview with Alex Garavitch, let's cover crude oil. OPEC Plus met yesterday
2:09.5	and announced a historic 2 million barrel production cut, outraging the White House and driving
	...

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