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GM04: Global Macro from a High Level ft. Larry McDonald

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Sinopse

Today we are very lucky to welcome Larry McDonald as our guest. Larry is the founder of https://www.thebeartrapsreport.com (the Bear Traps report), and has extensive experience in consulting and investment banking. His bestselling book “A colossal failure of common sense”, described his time as a Vice President at Lehman brothers where Larry had a ringside view of the last financial crisis. Needless to say this gives him an interesting perspective on the current state of the global markets. Our very enjoyable conversation covered a wide range of topics from high level macro, across Silver and Copper, and down to individual stocks like Tesla. Topics Discussed in this Episode: Risk Indicators Unemployment Modern Monetary Theory US Dollar “At the end of the day, so the dollar ripped 82 to 104 and that moved crushed middle American jobs and really, I think it partially cost Hillary Clinton the election… I think the Trump camp has learned that you really can’t have a runaway dollar heading towards an