Fleckenstein3Erik Townsend welcomes Bill Fleckenstein to MacroVoices. Erik and Bill discuss:

  • A coming correction in equities - what's different this time?
  • "The fumes of QE" and non-US sources of liquidity
  • The tactics one must necessarily employ to succed in short selling
  • 20 years of failed activist Fed policy
  • A potential bond market revolt and an end to the dollar bull market
  • The real rate of inflation and the irrelevance of the CPI
  • The destruction of the middle class by central bankers and politicians
  • The time to be short vs. the time to be patient
  • Gold, gold miners, and the end of the bear market in precious metals
  • Plus Erik's market recap and his own insights into short selling
  • and plenty more...

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Bill is a professional money manager with over 30 years of experience. He has written daily commentary on market action since 1996 and FleckensteinCapital.com launched in 2003.

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