Eric Leake

July 20, 2023
Key Themes for H1 2023
July 20, 2023

2023 Mid Year Update

Garrett and Eric review the key investment themes and events shaping the investment landscape so far this year
June 22, 2023
June 22, 2023

THE FED PAUSE.

Eric and Garrett examine the historical significance of a pause in interest rate hikes.
June 7, 2023
June 7, 2023

RECESSION WARNING FROM THE LEI

Eric and Garrett discuss the implications of the April reading of the LEI
May 24, 2023
May 24, 2023

LIQUIDITY DRAIN:THE RECORD DECLINE IN M2

Eric and Garrett discuss the record breaking decline in cash reserves in the U.S., and the implications for the economy
123
Next page