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Analysts whose thesis is: Deflationary debt bust

The debt super-cycle ends in a deflationary bust / hard landing; cash and quality survive. The macro-finance voices making this case on camera, ranked by reach — hover any to see the exact quotes behind it.

Michael Howell Michael Howell Macro analyst 15 channels · 39 videos Mike McGlone Mike McGlone Macro analyst 14 channels · 65 videos Gareth Soloway Gareth Soloway Precious metals 13 channels · 52 videos David Rosenberg David Rosenberg Macro analyst 13 channels · 34 videos Henrik Zeberg Henrik Zeberg Macro analyst 12 channels · 26 videos Clive Thompson Clive Thompson Resource investor 11 channels · 44 videos Peter Boockvar Peter Boockvar Fund manager 11 channels · 37 videos Jeff Snider Jeff Snider Macro analyst 7 channels · 14 videos Greg Weldon Greg Weldon Macro analyst 7 channels · 13 videos Kevin Muir Kevin Muir Precious metals 6 channels · 12 videos Stephanie Pomboy Stephanie Pomboy Macro analyst 3 channels · 31 videos

Booked-guest count = distinct channels that host each person as a guest, across the finance shows we transcribe daily.

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