Macro Voices

By Hedge Fund Manager Erik Townsend

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Category: Investing

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Subscribers: 1808
Reviews: 14
Episodes: 300

Ralph
 Apr 4, 2023
Love this podcast.

Kathryn
 Dec 28, 2020
I look forward to each episode. thank you for making it available to all of us.

Ed Frizzell
 Dec 5, 2020
This is my second review. I wanted to add to my first review by adding, I especially like Eurodollar content.

Jan
 Oct 20, 2020
excellent content!


 Sep 13, 2020

Description

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Episode Date
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
Apr 11, 2024
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
Apr 04, 2024
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
Mar 28, 2024
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
Mar 21, 2024
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
Mar 14, 2024
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
Mar 07, 2024
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
Feb 29, 2024
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
Feb 22, 2024
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
Feb 15, 2024
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
Feb 08, 2024
MacroVoices #413 Darius Dale: Still Bullish
Feb 01, 2024
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
Jan 25, 2024
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
Jan 18, 2024
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
Jan 11, 2024
MacroVoices #409 Mark Nelson: All Things Nuclear Energy
Jan 04, 2024
MacroVoices #408 Lyn Alden: Broken Energy
Dec 28, 2023
MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
Dec 21, 2023
MacroVoices #406 Matt Barrie: AI-pocalypse Now
Dec 14, 2023
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
Dec 07, 2023
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
Nov 30, 2023
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
Nov 22, 2023
MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
Nov 16, 2023
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing​
Nov 09, 2023
MacroVoices #400 Rory Johnston: All Things Oil
Nov 02, 2023
MacroVoices #399 Ole S Hansen: Still Bullish Commodities
Oct 26, 2023
MacroVoices #398 Lyn Alden: Broken Money
Oct 19, 2023
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
Oct 12, 2023
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
Oct 05, 2023
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
Sep 28, 2023
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
Sep 21, 2023
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
Sep 14, 2023
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
Sep 07, 2023
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
Aug 31, 2023
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
Aug 24, 2023
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
Aug 17, 2023
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
Aug 10, 2023
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
Aug 03, 2023
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
Jul 27, 2023
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More
Jul 20, 2023
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
Jul 13, 2023
MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis
Jul 06, 2023
MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars
Jun 29, 2023
MacroVoices #381 Leigh Goehring: Global Food Crisis Update
Jun 22, 2023
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
Jun 15, 2023
MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more
Jun 08, 2023
MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown
Jun 01, 2023
MacroVoices #377 Daniel Lacalle: On The Road To Stagflation
May 25, 2023
MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
May 18, 2023
MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more
May 11, 2023
MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?
May 04, 2023
MacroVoices #373 Ole Hansen: Commodities Update
Apr 27, 2023
MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In
Apr 20, 2023
MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year
Apr 13, 2023
MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium
Apr 06, 2023
MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation
Mar 29, 2023
MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
Mar 23, 2023
MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
Mar 16, 2023
MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
Mar 09, 2023
MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion
Mar 02, 2023
MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
Feb 23, 2023
MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked
Feb 16, 2023
ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy
Feb 14, 2023
ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis
Feb 13, 2023
ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces
Feb 12, 2023
MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?
Feb 09, 2023
Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis
Feb 05, 2023
MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
Feb 02, 2023
Energy Doc Episode #4: What’s wrong with Nuclear Energy?
Jan 29, 2023
MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more
Jan 26, 2023
MacroVoices #359 Lyn Alden: 2023 Macro Outlook
Jan 19, 2023
MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited
Jan 12, 2023
MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half
Jan 05, 2023
MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
Dec 29, 2022
MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
Dec 22, 2022
MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
Dec 15, 2022
MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions
Dec 08, 2022
MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
Dec 01, 2022
MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical
Nov 23, 2022
MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
Nov 17, 2022
MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
Nov 10, 2022
MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
Nov 03, 2022
MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
Oct 27, 2022
MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
Oct 20, 2022
MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think
Oct 13, 2022
MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
Oct 06, 2022
MacroVoices #343 Jeff Snider: Why the Dollar Remains King
Sep 29, 2022
MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
Sep 22, 2022
MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
Sep 15, 2022
MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!
Sep 08, 2022
MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended
Sep 01, 2022
MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar
Aug 25, 2022
MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
Aug 18, 2022
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
Aug 11, 2022
MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession
Aug 04, 2022
MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
Jul 28, 2022
MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
Jul 21, 2022
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
Jul 14, 2022
MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
Jul 07, 2022
MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
Jun 30, 2022
MacroVoices #329 Darius Dale: A Recession Is The Bull Case
Jun 23, 2022
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
Jun 16, 2022
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
Jun 09, 2022
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
Jun 02, 2022
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
May 26, 2022
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
May 19, 2022
MacroVoices #323 David Rosenberg: The Fed Put Has Expired
May 12, 2022
MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
May 05, 2022
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
Apr 28, 2022
MacroVoices #320 Mike Green: Investment Strategies for World War III
Apr 21, 2022
MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
Apr 14, 2022
MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
Apr 07, 2022
MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
Mar 31, 2022
MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
Mar 24, 2022
MacroVoices #315 Joseph Wang: Post-FOMC Rundown
Mar 17, 2022
MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical
Mar 10, 2022
MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started
Mar 03, 2022
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
Feb 25, 2022
MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?
Feb 17, 2022
MacroVoices #310 Alex Gurevich: The Trades of March 2020
Feb 10, 2022
MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?
Feb 03, 2022
MacroVoices#308 Ronald Stoeferle: Precious Metals Update
Jan 27, 2022
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
Jan 20, 2022
MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation
Jan 13, 2022
MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More
Jan 06, 2022
MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
Dec 30, 2021
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
Dec 23, 2021
MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets
Dec 16, 2021
MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This
Dec 09, 2021
MacroVoices #300 David Rosenberg: Last Disinflationist Standing
Dec 02, 2021
MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
Nov 24, 2021
MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell
Nov 18, 2021
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
Nov 11, 2021
MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency
Nov 04, 2021
MacroVoices #295 David Hay: The Case for Greenflation
Oct 28, 2021
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
Oct 21, 2021
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
Oct 14, 2021
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
Oct 07, 2021
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
Sep 30, 2021
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
Sep 23, 2021
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
Sep 16, 2021
MacroVoices #288 Paul Krake: Mega themes for 2020s
Sep 09, 2021
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
Sep 02, 2021
MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
Aug 26, 2021
MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
Aug 19, 2021
MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
Aug 12, 2021
MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing
Aug 04, 2021
MacroVoices #282 Bill Blain: Consequences of Secular Inflation
Jul 29, 2021
MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
Jul 22, 2021
MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
Jul 15, 2021
MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum
Jul 08, 2021
MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency
Jul 01, 2021
MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More
Jun 24, 2021
MacroVoices #276 Philip Verleger: Energy Economics and Inflation
Jun 17, 2021
MacroVoices #275 Steve Keen: Inflation Will Not Run Away
Jun 10, 2021
MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors
Jun 03, 2021
MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up
May 27, 2021
MacroVoices #272 David Rosenberg: Inflation Will Be Transitory
May 20, 2021
MacroVoices #271 Harley Bassman: Hedging a High Interest Future
May 13, 2021
MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?
May 06, 2021
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
Apr 29, 2021
MacroVoices #268 Art Berman: Crude Oil Update
Apr 22, 2021
MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation
Apr 15, 2021
MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500
Apr 08, 2021
MacroVoices #265 Steven Van Metre: The Last Deflationist Standing
Apr 01, 2021
MacroVoices #264 Robert Friedland: Investing in the Green Revolution
Mar 25, 2021
Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies
Mar 19, 2021
MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
Mar 18, 2021
MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
Mar 11, 2021
MacroVoices #261 Ole Hansen: Commodities Are Back!
Mar 05, 2021
MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance
Feb 25, 2021
MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come
Feb 18, 2021
MacroVoices #258 Julian Brigden: As Good As It Gets?
Feb 11, 2021
MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?
Feb 04, 2021
MacroVoices #256 Russell Napier: Prepare for Secular Inflation
Jan 28, 2021
MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency
Jan 21, 2021
MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices
Jan 14, 2021
MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021
Jan 07, 2021
MacroVoices #252 Holiday Special Part 2
Dec 31, 2020
MacroVoices #251 Holiday Special Part 1
Dec 24, 2020
MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore
Dec 18, 2020
MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network
Dec 10, 2020
MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing
Dec 03, 2020
Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced
Nov 28, 2020
Erik's Interview on Market Huddle re: Abaxx Technologies Investment
Nov 27, 2020
MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation
Nov 25, 2020
MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More
Nov 19, 2020
MacroVoices #245 Lakshman Achuthan: Brace For Inflation
Nov 12, 2020
MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market
Nov 06, 2020
Spotlight #5 The Democratization of Alternative Investments – Art & Farmland
Oct 30, 2020
MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming
Oct 29, 2020
MacroVoices #242 Stephanie Kelton on Modern Monetary Theory
Oct 22, 2020
MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special
Oct 15, 2020
MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook
Oct 08, 2020
MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand
Oct 01, 2020
MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more
Sep 23, 2020
MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more
Sep 17, 2020
MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more
Sep 10, 2020
MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive
Sep 03, 2020
MacroVoices #234 Brent Johnson: The Dollar is Not Dead
Aug 27, 2020
MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?
Aug 20, 2020
MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio
Aug 13, 2020
MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold
Aug 06, 2020
MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider
Jul 30, 2020
MacroVoices #229 Summer Special: Grant Williams Unplugged
Jul 23, 2020
MacroVoices #228 Lyn Alden: The Road to Inflation
Jul 16, 2020
Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing
Jul 10, 2020
MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!
Jul 09, 2020
MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market
Jul 02, 2020
MacroVoices #225 Harley Bassman: The long slow road to inflation
Jun 25, 2020
All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year
Jun 22, 2020
MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up
Jun 18, 2020
All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong
Jun 15, 2020
MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind
Jun 11, 2020
All-Stars #108 Luke Gromen: Central Banks on Steroids
Jun 08, 2020
MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook
Jun 04, 2020
All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?
Jun 01, 2020
MacroVoices #221 Ronald Stöferle: In Gold We Trust
May 28, 2020
All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations
May 26, 2020
MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold
May 21, 2020
Spotlight #3 Scott Lynn: Securitized Investment in Fine Art
May 18, 2020
All-Stars #105 Juliette Declercq: Post-crisis economic recovery
May 18, 2020
MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery
May 14, 2020
All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update
May 11, 2020
MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus
May 07, 2020
MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation
Apr 30, 2020
All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)
Apr 29, 2020
Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco
Apr 27, 2020
MacroVoices #216 David Rosenberg: Stagflation is coming but not yet
Apr 23, 2020
All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality
Apr 20, 2020
All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19
Apr 13, 2020
MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis
Apr 09, 2020
Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.
Apr 08, 2020
All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis
Apr 07, 2020
Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens
Apr 06, 2020
MacroVoices #213 Josh Crumb: Deciphering the Gold market
Apr 02, 2020
All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!
Mar 30, 2020
MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history
Mar 26, 2020
Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate
Mar 24, 2020
All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt
Mar 23, 2020
MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?
Mar 19, 2020
Hot Topic #10 COVID19 Update: Imperial College report makes waves
Mar 18, 2020
All-Stars #97 Jeff Snider: The QE Market Meltdown - Currency Inelasticity
Mar 16, 2020
Hot Topic #9 Lenore Hawkins: Boots on the ground from the Red Zone (COVID-19 Lockdown in Italy)
Mar 15, 2020
Hot Topic #8 Tracy Shuchart: COVID19, OPEC+ & Crude - What comes next?
Mar 13, 2020
Hot Topic #7 COVID-19 Update: USA and all of Europe will look like Italy within one month!
Mar 12, 2020
MacroVoices #210 Axel Merk: Market outlook for the coming Coronavirus crisis
Mar 11, 2020
All-Stars #96 Juliette Declercq: How to trade the COVID19 Crisis
Mar 09, 2020
MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19
Mar 06, 2020
All-Stars #95 Brent Johnson: Dollar Milkshake still in play
Mar 04, 2020
Hot Topic #6: COVID-19 Pandemic Update
Mar 02, 2020
MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets
Feb 28, 2020
All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!
Feb 26, 2020
Hot Topic #5: COVID Super-Spreader Stealth Pandemic?
Feb 24, 2020
MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper
Feb 20, 2020
All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation
Feb 10, 2020
MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?
Feb 07, 2020
All-Stars #92 Jeff Snider: Did anything really get “better” last September?
Feb 04, 2020
All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook
Feb 03, 2020
MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity
Jan 30, 2020
All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4
Jan 28, 2020
MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2
Jan 27, 2020
MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.
Jan 23, 2020
All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020
Jan 20, 2020
MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.
Jan 16, 2020
All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models
Jan 13, 2020
MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market
Jan 09, 2020
All-Stars #87 Brent Johnson: USD, Stocks, Gold & More
Jan 06, 2020
MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications
Dec 31, 2019
All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us
Dec 25, 2019
MacroVoices #199 Art Berman: Crude Oil Special
Dec 24, 2019
All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook
Dec 23, 2019
MacroVoices #198 Jim Bianco: Deep dive into fixed income
Dec 20, 2019
All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high
Dec 16, 2019
MacroVoices #197 Juliette Declercq: Inflations is not in the cards
Dec 12, 2019
All-Stars #83 Jeff Snider: Objective analysis of global USD liquidity yields a different story than financial media are telling
Dec 09, 2019
MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end
Dec 06, 2019
All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation
Dec 04, 2019
All-Stars #81 Brent Johnson: USD, S&P, China, Canada & Gold
Dec 02, 2019
MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update
Nov 27, 2019
All-Stars #80 Prof. Steve Keen: QE by any other name is still QE!
Nov 25, 2019
MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy
Nov 21, 2019
All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective
Nov 20, 2019
All-Stars #78 Jeff Snider : Market complacency is misplaced!
Nov 18, 2019
MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over
Nov 14, 2019
All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!
Nov 13, 2019
All-Stars #76 Juliette Declercq: Equity rally set to continue
Nov 11, 2019
MacroVoices #192 Keith McCullough : Inflation Accelerating
Nov 07, 2019
All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest
Nov 04, 2019
MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!
Oct 31, 2019
All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!
Oct 28, 2019
MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system
Oct 24, 2019
All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update
Oct 22, 2019
All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation
Oct 21, 2019
MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits
Oct 17, 2019
All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE
Oct 16, 2019
All-Stars #70 Luke Gromen: The official narrative just FAILED!
Oct 15, 2019
All-Stars #69 Louis-Vincent Gave: Rangebound Markets
Oct 11, 2019
MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
Oct 10, 2019
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
Oct 09, 2019
All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios
Oct 08, 2019