Summary: <p>Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more.</p> <p>Link: <a href="http://bit.ly/2JYhb2E">http://bit.ly/2JYhb2E</a></p>
