MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp
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00:00:00 Intro
00:01:01 Macro Scoreboard
00:03:05 Feature Interview with Eric Peters
00:36:53 Postgame – Did China Start A New Commodity Cycle?
00:37:16 Crude Oil
00:39:10 S&P500
00:40:57 USD
00:42:34 Gold
00:45:00 Silver
00:45:43 Copper
00:46:50 Natural Gas
00:47:46 Uranium
00:50:58 Bloomberg
00:51:58 10yr US Gov
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