We have just started a weekly videoblog where we discuss the latest macro, markets, and finance news. Please subscribe to my channel and like the videos.
In this episode, we discuss:
- How 2022 killed MMT
- Why buy gold
- The earnings recession risk
- Oil companies and the outlook for oil prices
- Banks and rising non-performing loans
In this episode, we discuss:
- Central bank digital currencies
- Latin America’s lost decade
- Price controls
- Recession and impact on stocks
In the following episode, we discuss:
- Record gold purchases from central banks
- The looming food and energy crisis
- Latin America downgrades
- Markets