![Macro Voices show](https://d3dthqtvwic6y7.cloudfront.net/podcast-covers/000/095/754/small/macro-voices.png)
Summary: Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss the bull narrative on equities and why valuations are not a catalyst. They further go into the trends in growth and inflation, and where we are in the economic cycle. They look at growth acceleration, earnings and the valuations on technology stocks.