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MS: 35 Macroeconomics - Jesse Felder & Michael Lebowitz

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00:00 / 36:15

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Guest:

Jesse Felder
The Felder Report

Michael Lebowitz
720 Global & Real Investment Advice

Record Date:  5/22/18

httpss://youtu.be/a8nzsjJjlm8

Listen on —> iTunes

Listen on —> SoundCloud

Topics:

1. Inflation Outlook – Warren Buffet on Bonds & Stocks
2. Gold & U.S. Dollar
3. Risk Parity Trade Unwinding
4. Execution of Macro Trades
5. QE Disinflationary – QT Inflationary
6. FANG Stocks & GDPR
7. Similarities between the Dot.com boom vs Now

Guest Resources:

• Website
• Twitter
• Jesse’s Website
• Jesse’s Twitter