Macro Voices, Released on 9/28/18 (recorded on 9/27/18)
Erik Townsend and Patrick Ceresna welcome Keith Dicker back to MacroVoices. Erik and Keith discuss the government bond bubble, artificially suppressed interest rates and rethinking bonds for portfolio allocations. They discuss what impact that a bond market route could have on equities and if the bond bear market has started. They conclude with their outlook on equities and gold.