Luke Gromen: The biggest mean reversion in 50+ years is underway!
Macro Voices - Podcast autorstwa Hedge Fund Manager Erik Townsend - Czwartki
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Erik Townsend welcomes Luke Gromen to MacroVoices. Erik and Luke discuss his bearish perspectives on the US Dollars and why budget deficits matter. The discuss the new yuan oil contract and how it is changing global landscape and impacting the global Eurodollar system. The further discuss the gold/oil ratio, new rounds of QE, inflation and the starting of the economic endgame?
