Macro Voices

By Hedge Fund Manager Erik Townsend

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Subscribers: 1002
Reviews: 10


 Sep 13, 2020


 Aug 24, 2020

Syzygy
 May 15, 2020
If you ever look at the government and the markets and wonder what the @#$! are they doing this podcast will give you valuable insight.


 Mar 6, 2020

Andy
 Jan 24, 2020
The astonishing ignorance and misrepresentation of MMT and the nature of Debt is rather disappointing.

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 #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more
01:10:51

MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more. 

Link: https://bit.ly/3mvrQU9

Sep 17, 2020
MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more
01:19:47

MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more.

Link: https://bit.ly/33kfmWC

Sep 10, 2020
MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive
01:37:20

MacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more.

Link: https://bit.ly/3jMGHr4

Sep 03, 2020
MacroVoices #234 Brent Johnson: The Dollar is Not Dead
01:19:04

MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more.

Link: https://bit.ly/2YFAfu2

Aug 27, 2020
MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?
01:23:25

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss everything from the stock market, to the U.S. dollar, to gold & much more.

Link: https://bit.ly/2CJ3Hrc

Aug 20, 2020
MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio
01:00:31

MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn’t happened, and if the U.S. dollar is facing the beginning of its demise and more. 

Link: https://bit.ly/3iDyBAz

Aug 13, 2020
MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold
01:36:25

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss everything from if Jim has indeed turned bullish, coronavirus update, fixed income markets, what’s next for US dollar & much more.

Link: https://bit.ly/3krJ8Rp

Aug 06, 2020
MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider
52:57

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the U.S. Dollar system, structurally how it works and why it’s leading systemically to a dollar shortage. 

Link: https://bit.ly/3geQLIg

Jul 30, 2020
MacroVoices #229 Summer Special: Grant Williams Unplugged
01:23:15

MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will continue, comparison between this recession to the past recessions, outlook on gold, US/China relations and more. 

 

Link: https://bit.ly/2CV3H7j

Jul 23, 2020
MacroVoices #228 Lyn Alden: The Road to Inflation
01:12:11

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss the recession, equity markets, bond yields, gold, inflation, and much more. 

Link: https://bit.ly/3jfl2bY

Jul 16, 2020
Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing
38:50

FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it’s been the favored trade of billionaires and how FarmTogether is making this asset class available to all accredited investors.

Link: https://bit.ly/2W8czNL

Jul 10, 2020
MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!
01:18:22

MacroVoices Erik Townsend and Patrick Ceresna welcome Hugh Hendry to the show to discuss everything from Caribbean real estate to his come-back in the world of macro & more 

Link: https://bit.ly/38HpSJR

Jul 09, 2020
MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market
01:27:49

MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, when Harley Bassman, inventor of the MOVE Index, returns to talk options with Patrick.

Link: https://bit.ly/2ZvC5gF

Jul 02, 2020
MacroVoices #225 Harley Bassman: The long slow road to inflation
01:22:39

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more. 

Link: https://bit.ly/2CIZ4x5

Jun 25, 2020
All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year
23:44

All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets.

Link: https://bit.ly/2BxlOPQ

Jun 22, 2020
MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up
01:32:37

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more.

Link: https://bit.ly/2zIZPoG

Jun 18, 2020
All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong
17:36

All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest

Link:https://bit.ly/2ADm67U

Jun 15, 2020
MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind
01:21:16

MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more. 

Link: https://bit.ly/37qPgD5

Jun 11, 2020
All-Stars #108 Luke Gromen: Central Banks on Steroids
17:35

All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets.

Link: https://bit.ly/3h65Jkt

Jun 08, 2020
MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook
01:31:09

MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more.

Link: https://bit.ly/30aOgSc

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?
25:45
All-Star Jeff Snider is back to talk about how the most aggressive monetary program in the Fed's history hasn't moved the needle one bit and how Jay Powell took his show on the road to 60 Minutes and lied repeatedly.
 
Jun 01, 2020
MacroVoices #221 Ronald Stöferle: In Gold We Trust
01:20:28

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more.

Link: https://bit.ly/2XCfA92

May 28, 2020
All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations
28:23

All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward

Link: https://bit.ly/2ZG1QwC

May 26, 2020
MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold
01:38:15

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more.

Link: https://bit.ly/2ZsMf3g

May 21, 2020
Spotlight #3 Scott Lynn: Securitized Investment in Fine Art
27:23

Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io

Link: https://bit.ly/2LBhXmM

May 18, 2020
All-Stars #105 Juliette Declercq: Post-crisis economic recovery
17:49

All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook.

Link: https://bit.ly/2AFOUwd

May 18, 2020
MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery
01:25:36

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. 

Link: https://bit.ly/3fIMBIG

May 14, 2020
All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update
12:59

All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath.

Link: https://bit.ly/2SW5aPP

May 11, 2020
MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus
01:38:15

MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next.

Link: https://bit.ly/2Wce4dY

May 07, 2020
MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation
01:46:21

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market 

Link: https://bit.ly/2xrUpgO

Apr 30, 2020
All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)
25:53

All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.

Apr 29, 2020
Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco
51:03

The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market!

Link: https://bit.ly/2zuF2ok

Apr 27, 2020
MacroVoices #216 David Rosenberg: Stagflation is coming but not yet
01:33:17

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more.

Link: https://bit.ly/2S4WOoF

Apr 23, 2020
All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality
24:10

All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis.

Link: https://bit.ly/3cChnRl

Apr 20, 2020
MacroVoices #215 Chris Cole: Dragon portfolio revisited in the eye of the storm
01:23:44

MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole to the show to give us a recap on what dragon portfolio is, how it has performed in the COVID-19 crisis and what implications a dragon portfolio can face in secular inflation & more.

Link: https://bit.ly/3et5EWP

Apr 16, 2020
All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19
15:31

All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market

Link: https://bit.ly/2Xx20VL

Apr 13, 2020
MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis
01:46:27

MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more.

Link: https://bit.ly/3c7Doaa

Apr 09, 2020
Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.
01:10:02

CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works.

Link: https://bit.ly/3dYyCO2

Apr 08, 2020
All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis
45:18

All-Star Dr. Pippa Malmgren returns to share her insights on whether the virus or the government ‘cure’ will be worse, and what lies ahead for the U.S. economy

Link: https://bit.ly/2JO2FKE

Apr 07, 2020
Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens
01:17:32

Petroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture.

Link: https://bit.ly/34gkbkc

Apr 06, 2020
MacroVoices #213 Josh Crumb: Deciphering the Gold market
01:28:20

 MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more.  

Link: https://bit.ly/2R6iGj0

Apr 02, 2020
All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!
14:58

All-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises.

Link: https://bit.ly/3avksSv

Mar 30, 2020
MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history
01:25:30

MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis. 

Link: https://bit.ly/3akVx3S

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
47:53

Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcast

Link: https://bit.ly/2UdwF8I

Mar 24, 2020
All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt
30:26

All-star Luke Gromen says the only way for stocks to trade is down unless the Fed buys an unlimited amount of debt.

P.S. both of those things are happening as we release this episode!

Link: https://bit.ly/2QHpAuR

Mar 23, 2020
MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?
01:35:08

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more. Then Kevin Muir joins in the postgame to talk about the imploding risk parity. 

Link: https://bit.ly/2wdj5ZW

Mar 19, 2020
Hot Topic #10 COVID19 Update: Imperial College report makes waves
01:02:12

Once again, host Erik Townsend gives a detailed update on the evolving #COVID19 crisis in this full-length special report.

Link: http://bit.ly/2vB07fo

Mar 18, 2020
All-Stars #97 Jeff Snider: The QE Market Meltdown - Currency Inelasticity
39:39

All-Star Jeff Snider says the Fed keeps using a bigger bazooka but no one seems to care and the global dollar shortage takes on 2008 proportions.

Link: http://bit.ly/3b3PBfN

Mar 16, 2020
Hot Topic #9 Lenore Hawkins: Boots on the ground from the Red Zone (COVID-19 Lockdown in Italy)
42:35

Reporting live from Ground Zero in Northern Italy, Lenore Hawkins joins Erik Townsend with a situation report on life in Italy before and after the COVID-19 crisis struck the region.

Link: http://bit.ly/38RyBrp

Mar 15, 2020
Hot Topic #8 Tracy Shuchart: COVID19, OPEC+ & Crude - What comes next?
38:41

Energy Week co-star Tracy Shuchart joins Erik to reflect on what the COVID19 crisis and the OPEC+ falling out with Russia will mean for energy markets, including impact on U.S. Shale.

Link: http://bit.ly/2xB1tr8

Mar 13, 2020
Hot Topic #7 COVID-19 Update: USA and all of Europe will look like Italy within one month!
53:07

Host Erik Townsend gives his most bearish and dire outlook yet for the COVID19 crisis, predicting the United States and all of Europe will soon experience what Italy is now experiencing.

Link: http://bit.ly/2Q9ZRLk

Mar 12, 2020
MacroVoices #210 Axel Merk: Market outlook for the coming Coronavirus crisis
01:26:02

MacroVoices Erik Townsend and Patrick Ceresna welcome Axel Merk to the show to discuss how COVID-19 is driving bonds to new all-time highs, perspectives on possible bail-out for shale oil producers and outlook on gold & more. 

Link: http://bit.ly/38DZlLT

Mar 11, 2020
All-Stars #96 Juliette Declercq: How to trade the COVID19 Crisis
29:46

All-star Juliette Declercq is back for an update on the COVID19 Crisis and how to trade it. Bonus: Subscriber report download

Link: http://bit.ly/2VWZI1B 

Mar 09, 2020
MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19
01:36:03

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss how COVID-19 has affected the market direction change, if inflation will return in the near future and its systemic risks and more. 

Link: http://bit.ly/2Iocuy6

Mar 06, 2020
All-Stars #95 Brent Johnson: Dollar Milkshake still in play
20:36

All-Star Brent Johnson returns for an update on the USD, bond yields, and a detailed update on gold.

Link: http://bit.ly/2PLuoPq

Mar 04, 2020
Hot Topic #6: COVID-19 Pandemic Update
01:16:23

This week we’re re-broadcasting our Jan. 30th interview with Dr. Chris Martenson which proved incredibly prescient. Erik Townsend then offers an update on what’s changed since that interview.

Link: http://bit.ly/2TtNbje

Mar 02, 2020
MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets
01:30:31

MacroVoices Erik Townsend and Patrick Ceresna welcome Francesco Filia to the show. They discuss why the US treasury bond is no longer a good investment and its systemic implications, the upcoming daily liquidity crisis and what it means for the market and perspectives on economic impacts of COVID-19 

Link: http://bit.ly/3ceaoP5

Feb 28, 2020
All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!
29:00

All-Star Jeff Snider is back! Jeff says there were clear signs of economic slowdown before the Coronavirus story even came out.

Link: http://bit.ly/2vlLTyP

Feb 26, 2020
Hot Topic #5: COVID Super-Spreader Stealth Pandemic?
01:24:35

We’ve assembled the #COVID thought leaders of Financial Twitter; Jim Bianco, Mike "Mish" Shedlock, Dr. Ben Hunt & Dr. Chris Martenson for an in-depth panel discussion as #COVID19 escalates toward global pandemic status.

Link: http://bit.ly/3a2O1dy

 

Feb 24, 2020
MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper
01:28:11

MacroVoices Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to the show. They discuss some of the knock-on implications of the US Treasury bond, why treasury and investment grade bond demand flows will remain solid and the US treasury demand impact of Dodd Frank and more. 

Link: http://bit.ly/38JCGik

Feb 20, 2020
MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times
01:37:16

MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole  to the show to discuss his latest article "The Allegory of the Hawk and Serpent", the law of cosmic duality in investing, and the role of long-vol and commodity trends following have in dragon portfolio & more. Then Emil Kalinowski joins in postgame.

Link: http://bit.ly/2tVwTXD

Feb 13, 2020
All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation
22:38

FFTT founder Luke Gromen is back to talk about the conclusions we can draw from the U.S. government charging JP Morgan with criminal gold price manipulation

Link: http://bit.ly/2SCKwmQ

Feb 10, 2020
MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?
01:36:41

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. They discuss the 2020 demand growth, how oversold is the price of oil and what effect the over-reaction to Coronavirus has on world oil demand. Then Kevin Muir joins postgame segment to discuss Tesla's parabolic rise and blow-off top.

Link: http://bit.ly/2ugJpRV

Feb 07, 2020
All-Stars #92 Jeff Snider: Did anything really get “better” last September?
23:38

All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since September

Link: http://bit.ly/2Sg4W54

Feb 04, 2020
All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook
25:11

All-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reaction to Kyle Bass’ allegations about China mining American genetic data, and an update on the U.S. election outlook

Link: http://bit.ly/2Se7rEP 

Feb 03, 2020
MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity
01:39:55

MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris Martenson

Link: http://bit.ly/2u7AkKO

Jan 30, 2020
All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4
16:50

All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019

Link: http://bit.ly/30Y3W9G

Jan 28, 2020
MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2
20:38

Host Erik Townsend weighs in with a summary of what he’s learned thus far about 2019-nCoV, the Wuhan Coronavirus, and his analysis of what it will mean to financial markets.

Link: http://bit.ly/38ETuX2

Jan 27, 2020
MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.
01:27:01

Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more. 

Link: http://bit.ly/2tOWNfJ

Jan 23, 2020
All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020
15:32

All-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to record highs, then explains why all five will come under pressure in 2020

Link:http://bit.ly/2ugYMJx

Jan 20, 2020
MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.
01:26:57

Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civil unrest and global social degradation, if Tesla will follow the collapse of WeWork, and how to react to the recent rise in price of gold. 

Link: http://bit.ly/2TGMp4n

Jan 16, 2020
All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models
29:57

All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential.

Link: http://bit.ly/2Nn3e0e

Jan 13, 2020
MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market
01:33:34

Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more.

Link: http://bit.ly/2Tazd7i

Jan 09, 2020
All-Stars #87 Brent Johnson: USD, Stocks, Gold & More
15:13

All-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price levels.

Link: http://bit.ly/2Fn94tW

Jan 06, 2020
MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications
01:20:20

Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future. 

 Link: http://bit.ly/2QFZXKi

Dec 31, 2019
All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us
23:06

All-Star Luke Gromen says the repo crisis was the Fed’s “Whatever it takes moment”, and balance sheet expansion is the name of the game for the foreseeable future

Link:http://bit.ly/2ZrQNVt

Dec 25, 2019
MacroVoices #199 Art Berman: Crude Oil Special
01:19:08

Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more.

 

Link: http://bit.ly/35SOKfI

Dec 24, 2019
All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook
19:37

All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system

Link: http://bit.ly/2Mn3DPr

Dec 23, 2019
MacroVoices #198 Jim Bianco: Deep dive into fixed income
01:25:40

 Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the horizon for the bond market and the fixed income market & more

Link: http://bit.ly/2tvZOAY

Dec 20, 2019
All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high
18:07

All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperformed despite the trade war, & Much more!

Link: http://bit.ly/35sZUri

Dec 16, 2019
MacroVoices #197 Juliette Declercq: Inflations is not in the cards
01:26:26

MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo.

Link: http://bit.ly/2Pedb1c

Dec 12, 2019
All-Stars #83 Jeff Snider: Objective analysis of global USD liquidity yields a different story than financial media are telling
26:52

All-Star Jeff Snider is back with an update on global U.S. Dollar liquidity and what it means for the global economy and markets.

Link: http://bit.ly/2PusQYZ

Dec 09, 2019
MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end
01:36:45

Erik Townsend and Patrick Ceresna welcome Mark Gordon to MacroVoices. They discuss why inventory is not what drives the price, the regime change from the age of peak oil to the age of oil abundance and possible impacts the recession will have on oil prices and more. 

Link:http://bit.ly/33OC0EY

Dec 06, 2019
All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation
19:36

All-star Dr.Pippa Malmgren is back with an update on the rule of Law and the Hong Kong protests, plus why Pippa remains bullish on innovation and global growth

Link: http://bit.ly/2OLPvAZ

Dec 04, 2019
All-Stars #81 Brent Johnson: USD, S&P, China, Canada & Gold
14:11

All-Star Brent Johnson is back with an update on the US Dollar, stocks, China, Canadian interest rates, Gold & More!

Link: http://bit.ly/34HG9fd

Dec 02, 2019
MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update
01:14:20

Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. They discuss the uptrend of electric vehicles, what is going to be the mode of power in the future and how it will be delivered, and how replacing petroleum may impact geopolitics. 

Link: http://bit.ly/2OOtrEB

Nov 27, 2019
All-Stars #80 Prof. Steve Keen: QE by any other name is still QE!
19:31

All-Star Prof. Steve Keen is back, and he says the Fed can call it whatever they want, but what they’re doing is still Quantitative Easing.

Link: http://bit.ly/37C2xbA

Nov 25, 2019
MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy
01:14:16

Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more.

Link: http://bit.ly/337McIp

Nov 21, 2019
All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective
20:41

All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook

Link: http://bit.ly/2O3C7Yt

Nov 20, 2019
All-Stars #78 Jeff Snider : Market complacency is misplaced!
27:17

All-Star Jeff Snider says markets are breathing a sigh of relief that the recession scare is over, but this complacency is misplaced!

Link: http://bit.ly/32ZfU29

Nov 18, 2019
MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over
01:17:24

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. They discuss late cycle dynamics, how the CTA position estimating model works and if it’s time to buy gold & more. 

Link: http://bit.ly/2KoEGCh

Nov 14, 2019
All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!
15:34

All-Star Luke Gromen returns with an update on monetary policy and market outlook.

Link: http://bit.ly/2qSMRje

Nov 13, 2019
All-Stars #76 Juliette Declercq: Equity rally set to continue
17:04

All-star Juliette Declercq returns with an update on her views on monetary policy and the equity market rally, which she says is set to continue higher.

Link: http://bit.ly/2rrh5Ky

Nov 11, 2019
MacroVoices #192 Keith McCullough : Inflation Accelerating
01:32:33

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.

Link: http://bit.ly/2JYhb2E

Nov 07, 2019
All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest
32:57

All-Star Dr. Pippa Malmgren explains why the explosion in civil unrest around the globe is all about breakdown of the social contract. Also Trump News Network and market outlook.

Link: http://bit.ly/2CazFJ1

Nov 04, 2019
MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!
01:06:07

Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more. 

Link: http://bit.ly/2JC44nC

Oct 31, 2019
All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!
14:27

All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks.

Link: http://bit.ly/2Jqf7QQ

Oct 28, 2019
MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system
01:12:08

Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more. 

Link: http://bit.ly/2BEKcMn

Oct 24, 2019
All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update
14:19

All-Star Prof. Steve Keen is back with an update on the recent surge in populism around the globe and Steve’s outlook for the resolution of the Brexit dilemma

Link: http://bit.ly/31Amewu 

Oct 22, 2019
All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation
25:59

All-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation.

Link: http://bit.ly/2Jb9aXV

Oct 21, 2019
MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits
01:24:06

Erik Townsend and Patrick Ceresna welcome Stephanie Pomboy to MacroVoices. They discuss the expansion of the FED’s balance sheet, the significance of the recent liquidity shock and the divergence between corporate profits and S&P and much more. In postgame, Rick Rule joins to discuss the strategies for participating in gold equity bull market. 

Link: http://bit.ly/2qnxO0Y

Oct 17, 2019
All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE
13:35

All-Star Julian Brigden weighs in on the Saudi Arabia oil infrastructure attacks, Chinese liquidity, and the Fed’s QE that isn’t QE according to the Fed

Link: http://bit.ly/33CcXFC

Oct 16, 2019
All-Stars #70 Luke Gromen: The official narrative just FAILED!
18:54

All-Star Luke Gromen says the official narrative just failed: The notion that the USD shortage would affect the rest of the world before it would affect the U.S. just collapsed according to Luke, and this creates investable opportunities.

Link: http://bit.ly/35yXnw4

Oct 15, 2019
All-Stars #69 Louis-Vincent Gave: Rangebound Markets
21:15

All-Star Louis-Vincent gave returns for a detailed look at markets and an update on the developing situation in Hong Kong

Link: http://bit.ly/2MynZ7S

Oct 11, 2019
MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
01:18:50

Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. They discuss the economic and liquidity leading indicators, the implications of US-China trade war on the markets, translating economic signals into market decisions and more. Later, Amir Adnani from Uranium Energy Corp joins in the postgame segment.

Link: http://bit.ly/2M2Ke6P

Oct 10, 2019
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
20:25

All-Star Danielle DiMartino-Booth is back to take a deeper look at last week’s Jobs report an share her analysis of what it means. Also free issue of Daily Feather newsletter.

Link:http://bit.ly/2M0M6Nx

Oct 09, 2019
All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios
27:16

All-Star Jeff Snider responds to listeners who have questioned how Jeff can say there’s a treasury shortage when bid-to-cover ratios are declining in treasury auctions.

Link: http://bit.ly/2Vmfd0L

Oct 08, 2019
All-Stars #66 Juliette Declercq: Break or Bounce time is here!
17:11

All-Star Juliette Declercq says it’s time for the global economy to either break or bounce. Hear Juliette explain in detail in this episode.

Link: http://bit.ly/31W7B7p

Oct 07, 2019
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
01:14:58

Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more. 

Link: http://bit.ly/2IABbIj

Oct 03, 2019
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
24:56

All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”.

Link: http://bit.ly/2mUbElv

Oct 02, 2019
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
22:44

All-star Brent Johnson says that even if Juliette Declercq is proven right and the Fed launches QE4, the reversal in the Dollar’s rise would only be temporary. Stocks higher, gold pullback.

Link: http://bit.ly/2mU4aPG

Sep 30, 2019
All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one
11:59

All-star Juliette Declercq joins Jeff Snider and Danielle DiMartino Booth in saying the Fed is clueless with respect to the ongoing Repo crisis. Juliette gives the high-level picture to contrast Jeff’s deep analysis of the “plumbing”.

Link: http://bit.ly/2nfMBJi

Sep 27, 2019
MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk
01:11:04

Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. They discuss the MOVE index as a leading economic indicator, how the upcoming election may affect both fiscal and monetary policy, and Harley’s article “The Opposite of Bad is Worse” and more. 

Link: http://bit.ly/2lXbae7

Sep 26, 2019
Energy Week #17: In the aftermath of Abqaiq
01:04:57

This episode of Energy Week focuses on the future of the oil market and how the #Abqaiq attacks will change energy security policy. ALSO: Big announcement re: the future of Energy Week

Link: http://bit.ly/2nl04zO

Sep 26, 2019
All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means
13:05

All-Star Prof. Steve Keen is back with his perspective on last week’s repo market dislocation. Spoiler: this was NOT because the fiat system is collapsing, as some crypto die-hards have suggested

Link: http://bit.ly/2mzL5BN

Sep 25, 2019
All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!
22:32

All-Star Danielle DiMartino-Booth says the Federal Reserve has a serious management problem and is literally out of control.

Link: http://bit.ly/2mn84jd

Sep 24, 2019
All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup
35:52

All-Star Jeff Snider is back by popular demand to explain why the mainstream explanations for last week’s explosion in repo rates just doesn’t add up with the facts!

Link: http://bit.ly/2mcArQV

Sep 23, 2019
Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview
24:57
Honte Investments’ hedge fund manager Alex Gurevich was so intrigued by Erik’s interview with Grant Williams that he wanted to add a few thoughts of his own…. Link: http://bit.ly/2kuLbtG
Sep 20, 2019
MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating
01:05:18
Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. They discuss the latest FOMC statement, recent dislocation in value & growth, outlook on the bond market and more. Link: http://bit.ly/2kU8sp4
Sep 19, 2019
Energy Week #16: Abqaiq Processing Facility Attacks and their consequences
55:37
This episode focuses entirely on #Abqaiq attacks and their knock-on consequences and effects. Anas Alhajji is boots-on-the-ground, reporting from Riyadh Saudi Arabia and Joe McMonigle joins us from Washington, DC. Link: http://bit.ly/2lWlqmm
Sep 19, 2019
All-Stars #59 Julian Brigden: Can the Fed still save us from recession?
15:45
MI2 Partners founder Julian Brigden is back with an update on recession outlook, fixed income, and the geopolitical events of last weekend. Link: http://bit.ly/2kntsUS
Sep 18, 2019
All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next
32:08
All-Star Dr. Pippa Malmgren is back with a fantastic geopolitics interview focusing on the #Abqaiq (Saudi) drone attacks. Don’t miss this one, gang! Link: http://bit.ly/2mfWoi5
Sep 17, 2019
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
18:03

All-Star Louis-Vincent Gave explains last Monday’s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more.
Link: http://bit.ly/2mdWGGd

Sep 16, 2019
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
18:03
All-Star Louis-Vincent Gave explains last Monday’s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more. Link: http://bit.ly/2mdWGGd
Sep 16, 2019
MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System
52:39
When private investor Bob Coleman set out to find a place to store his own precious metals OUTSIDE the financial system, he found all the vaulting services had conflicts of interest, so he started his own! Link: http://bit.ly/2lMOzAv
Sep 13, 2019
MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified
01:33:41
Erik Townsend and Patrick Ceresna welcome Jeff Snider and Luke Gromen to MacroVoices. They discuss the impact of changing Eurodollar markets, the global dollar liquidity shortage and the future changes in global reserve currencies and more. Link: http://bit.ly/2lOWHQP
Sep 12, 2019
All-Stars #56 Dr. Anas Alhajji: Oil Market Update (in lieu of ENERGY WEEK)
27:51
Due to panelist travel schedules we were unable to bring you Energy Week this week. This oil market update from Dr. Anas Alhajji will substitute for this week’s ENERGY WEEK podcast. Link: http://bit.ly/2kF32hq
Sep 11, 2019
All-Stars #55 Danielle DiMartino-Booth: Jay Powell’s exuberance over U.S. economy is unfounded!
19:10
All-Star Danielle DiMartino-Booth says Jay Powell’s Zurich speech doesn’t jibe with economic reality. Also Carney’s Jackson Hole pitch and more. Link: http://bit.ly/2lLXNgb
Sep 11, 2019
All-Stars #54 Prof. Steve Keen: China’s move to lower RRR and what it means
15:59
All-Star Prof. Steve Keen is back for an update on China’s move over this past weekend to lower their required reserve ratio (RRR) and what it means. Link: http://bit.ly/2lMpBRu
Sep 10, 2019
All-Stars #53 Juliette Declercq: What to expect from the ECB on Thursday
16:48
All-Star Juliette Declercq weighs in on what to expect from the ECB this Thursday, as well as her own prescriptions for monetary policy. Link: http://bit.ly/2kAtLfb
Sep 09, 2019
MacroVoices Spotlight #1 Niels Kaastrup-Larsen: Algorithmic Trading & Trend Following
59:09
In the inaugural episode of MacroVoices Spotlight, Niels Kaastrup-Larsen explains why Trend Following has been the most successful long-term algorithmic trading strategy. Link: http://bit.ly/2lZOFEM
Sep 06, 2019
MacroVoices #183 Grant Williams: Gold’s rise has just begun
01:26:52
Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss global negative yielding debt, outlook on Gold and what effect recession will have on the US stock market & more.
Sep 05, 2019
All-Stars #52 Brent Johnson: Dollar breakout set to continue higher
23:41
All-Star Brent Johnson says the U.S. Dollar breakout is set to continue higher. Brent still expects a pullback in gold, but sees it moving higher long-term. Link: http://bit.ly/2jZsUV0
Sep 04, 2019
All-Stars #51 Luke Gromen: USD faces day of reckoning when it becomes clear Fed will have to monetize gov’t deficits
23:48
All-Star Luke Gromen explains why the Fed will soon be forced to monetize U.S. government deficits, and why that has to spell serious trouble for the USD. Link: http://bit.ly/2kgI1tx
Sep 03, 2019
MacroVoices #182 Summer Special Part 2: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy
01:01:20
Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss financial repression, outlook on US dollar, Europe, the ECB and Christine Lagarde & more. Link: http://bit.ly/2ZybGkr
Aug 29, 2019
All-Stars #50 Prof. Steve Keen: Why BOE’s Mark Carney just pitched a global digital reserve currency at Jackson Hole and how central bankers think abo...
32:07
All-Star Prof. Steve Keen explains why central bankers often make their boldest moves on their way OUT of office and what drove Mark Carney to propose a CBDC reserve currency at Jackson Hole Link: http://bit.ly/2Zr4oQo
Aug 28, 2019
All-Stars #49 Jeff Snider: Yield curves don’t lie. But central bankers sometimes do.
27:38
All-Star Jeff Snider explains why Janet Yellen is wrong to think term premia explain why the bond market is signaling deflation. Great slide deck too! Link: http://bit.ly/2zoJVvS
Aug 26, 2019
New MacroVoices 2 Part Video Series - Digital Currency Revolution
2:20
This two-part series explains the Digital Currency Revolution to Central Bankers, Elected Officials & Government policymakers. The focus is NOT on cryptocurrency, but rather what's coming next, AFTER cryptocurrency. This series explains why all money will be digital within 25 years, and why government has been slow to understand the sea change already in motion.
Aug 25, 2019
MacroVoices Video Podcast Introduction
3:37
Erik Townsend introduces the new MacroVoices Video Feed and explains our plan for publishing full-length video podcasts.
Aug 25, 2019
MacroVoices #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy
58:52
Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss the FOMC statement, risks of a recession in the U.S. and inflation risks moving forward, and much more. Link: http://bit.ly/31UNp5C
Aug 22, 2019
All-Stars #48 Dr. Pippa Malmgren: It’s not really 1929. Don’t panic.
27:27
All-Star Dr. Pippa Malmgren is back. She disagrees with the many market observers who believe we’re on the edge of the cliff, and offers bullish arguments for markets & the economy. Link: http://bit.ly/2ZkMaz4
Aug 21, 2019
All-Stars #47 Luke Gromen: It’s not Stocks or Bonds but the USD that is the “odd man out”
30:01
All-Star Luke Gromen is back for another fantastic All-Stars Interview. Why it’s the USD (not stocks or bonds) that is mispriced, and why it sets up an equity bear trap. Great interview! Link: http://bit.ly/2Z2EBxn
Aug 19, 2019
All-Stars #46 Prof. Steve Keen: Yield curve inversion, recession & private debt
12:35
All-Star Prof. Steve Keen is back for another great interview. Steve still doesn’t expect a MAJOR U.S. recession, but concedes the yield curve inversion is a signal to be taken seriously. More perspective on policy failure. Link: http://bit.ly/2TBOJaJ
Aug 16, 2019
MacroVoices #180 Daniel Lacalle: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.
01:21:48
Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss the risks of competitive devaluation, how the global demand for the dollar is driving the monetary policy & the outlook on gold and its new correlation to the dollar. Link: http://bit.ly/2KUwOYW
Aug 15, 2019
Energy Week #15: Trade wars, demand outlook, and Saudi Aramco IPO. Panel Alhajji/McMonigle/Chigrl
43:35
Energy Week #15 featuring Anas Alhajji, Tracy Shuchart and Joe McMonigle, covers Trade Wars, OPEC, Saudi policy, Gloomy demand forecasts & more. Link: http://bit.ly/33JwiFI
Aug 14, 2019
All-Stars #45 Louis-Vincent Gave: Hong Kong, Gold, Bond Yieds, & Stocks
21:09
Hong Kong resident Louis-Vincent Gave weighs in on the unrest there and what it means for markets, then we cover gold, bond yields, and stocks. Great interview! Link: http://bit.ly/2TtzujT
Aug 13, 2019
All-Stars #44 Jeffrey Snider: The real story on the Chinese Yuan devaluation
28:06
All Star Jeff Snider describes a far more intricate and complex explanation for the Yuan breaking 7 to the USD and explains what it means. Link: http://bit.ly/33sIgTT
Aug 12, 2019
All-Stars #43 Luke Gromen: Central Banks Ditch Gold-Buying Agreement (But keep buying gold)
17:09
All-Star Luke Gromen weighs in on why central banks dumped the Central Bank Gold Agreement but keep buying gold hand-over-fist. Great interview! Link: http://bit.ly/33p8Ld2
Aug 09, 2019
MacroVoices #179 Ronald-Peter Stöferle: Gold/Precious Metals Special
01:25:35
Erik Townsend and Patrick Ceresna welcome Ronald-Peter Stöferle to MacroVoices. Erik and Ronald discuss why gold is an important asset to own, gold as equity hedge, global de-dollarization and sovereign gold holdings and much more.
Aug 08, 2019
Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More!
01:04:00
Energy Week dives into the Trade Wars and other factors driving the energy price collapse, forward curve fireworks, and much more! Panelists Art Berman, Chris Cook and Patricia Hemsworth
Aug 08, 2019
Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More! Hemsworth/Berman/Cook
1:04:01
Energy Week dives into the Trade Wars and other factors driving the energy price collapse, forward curve fireworks, and much more! Panelists Art Berman, Chris Cook and Patricia Hemsworth Link: http://bit.ly/2yGB88n
Aug 08, 2019
All-Stars #42 Brent Johnson: Still bullish the USD
15:48
All-Star Brent Johnson remains convinced the USD is headed higher, despite market fireworks of the last few days. Extensive discussion of gold and stocks as well. Link: http://bit.ly/2YKK5fs
Aug 06, 2019
All-Stars #41 Juliette Declercq: Powell should be fired!
13:53
All-Star Juliette Declercq says Jay Powell blew it last week, and should be fired for it! She says the Fed had the chance to contain the USD ascent but blew it. Great interview! Link: http://bit.ly/2YK4D7J
Aug 05, 2019
Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team
01:04:59
This special interview with Dr. Harald Malmgren and Dr. Pippa Malmgren was a real treat to record! The father/daughter team disagrees on many present economic issues, and we get a glimpse into growing up Malmgren. Link: http://bit.ly/2Zw96Iv
Aug 04, 2019
All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon
18:25
Despite being perceived as an economic perma-bear, Prof. Steve Keen says he’s NOT anticipating a U.S. recession any time soon. We also cover his outlook for the rest of the world. Link: http://bit.ly/2GKJgZN
Aug 02, 2019
MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices
Erik Townsend and Patrick Ceresna welcome Mark Cudmore to MacroVoices. Erik and Mark discuss the global growth and economy outlook, US and China trade negotiations, US equity market and its effects on emerging markets. Special postgame guest: Danielle DiMartino Booth Link: http://bit.ly/2YETLYN
Aug 01, 2019
MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices
01:24:11
Erik Townsend and Patrick Ceresna welcome Mark Cudmore to MacroVoices. Erik and Mark discuss the global growth and economy outlook, US and China trade negotiations, US equity market and its effects on emerging markets. Special postgame guest: Danielle DiMartino Booth Link: http://bit.ly/2YETLYN
Aug 01, 2019
Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart
Energy Week starring Art Berman, Anas Alhajji and Tracy Shuchart covers the big EIA draw (where did that oil go?), E&P equity price trend & much more.
Aug 01, 2019
Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart
01:02:19
Energy Week starring Art Berman, Anas Alhajji and Tracy Shuchart covers the big EIA draw (where did that oil go?), E&P equity price trend & much more.
Aug 01, 2019
All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER
28:05
All-Star Jeff Snider responds in detail to feedback we received from his July 15 All-Stars interview. We explore why IOER is SUPPOSED to be a “double floor” below EFF, and why it’s really not. Link: http://bit.ly/2YxbNfB
Jul 30, 2019
All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER
28:05
All-Star Jeff Snider responds in detail to feedback we received from his July 15 All-Stars interview. We explore why IOER is SUPPOSED to be a “double floor” below EFF, and why it’s really not. Link: http://bit.ly/2YxbNfB
Jul 30, 2019
All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER
28:04
All-Star Jeff Snider responds in detail to feedback we received from his July 15 All-Stars interview. We explore why IOER is SUPPOSED to be a “double floor” below EFF, and why it’s really not. Link: http://bit.ly/2YxbNfB
Jul 30, 2019
All-Stars #38 Danielle DiMartino-Booth: FOMC Preview
All-Star Danielle DiMartino Booth gives a briefing on what to expect from Wednesday’s FOMC Press Release, 25 or 50 bps? How will the ECB React? And much more! Link: http://bit.ly/2LMsaPc
Jul 29, 2019
All-Stars #38 Danielle DiMartino-Booth: FOMC Preview
All-Star Danielle DiMartino Booth gives a briefing on what to expect from Wednesday’s FOMC Press Release, 25 or 50 bps? How will the ECB React? And much more! Link: http://bit.ly/2LMsaPc
Jul 29, 2019
All-Stars #38 Danielle DiMartino-Booth: FOMC Preview
15:32
All-Star Danielle DiMartino Booth gives a briefing on what to expect from Wednesday’s FOMC Press Release, 25 or 50 bps? How will the ECB React? And much more! Link: http://bit.ly/2LMsaPc
Jul 29, 2019
All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine
28:44
All-Star Dr. Pippa Malmgren weighs in on Iran geopolitical risks, updates her thesis on President Trump having ambitions for a news network after the white house, and comments on Facebook’s $5bn fine. Link: http://bit.ly/2ZffYK1
Jul 26, 2019
All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine
28:44
All-Star Dr. Pippa Malmgren weighs in on Iran geopolitical risks, updates her thesis on President Trump having ambitions for a news network after the white house, and comments on Facebook’s $5bn fine. Link: http://bit.ly/2ZffYK1
Jul 26, 2019
All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine
28:44
All-Star Dr. Pippa Malmgren weighs in on Iran geopolitical risks, updates her thesis on President Trump having ambitions for a news network after the white house, and comments on Facebook’s $5bn fine. Link: http://bit.ly/2ZffYK1
Jul 26, 2019
MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?
1:09:37
Erik Townsend and Patrick Ceresna welcome Dr. Peter Warburton to MacroVoices. Erik and Dr. Warburton discuss the factors that affect long term outlook for inflation, the history of inflation targeting and inflation controls and Dr. Warburton’s “Blowing Up the Box”
Jul 25, 2019
MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?
1:09:37
Erik Townsend and Patrick Ceresna welcome Dr. Peter Warburton to MacroVoices. Erik and Dr. Warburton discuss the factors that affect long term outlook for inflation, the history of inflation targeting and inflation controls and Dr. Warburton’s “Blowing Up the Box”
Jul 25, 2019
MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?
01:09:36
Erik Townsend and Patrick Ceresna welcome Dr. Peter Warburton to MacroVoices. Erik and Dr. Warburton discuss the factors that affect long term outlook for inflation, the history of inflation targeting and inflation controls and Dr. Warburton’s “Blowing Up the Box”
Jul 25, 2019
Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook
58:51
Energy Week featuring Art Berman, Chris Cook and Patricia Hemsworth covers the super-drawdown, price reaction, Iran, Pemex Hedge & more. Link: http://bit.ly/2SDxxRr
Jul 24, 2019
Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook
58:51
Energy Week featuring Art Berman, Chris Cook and Patricia Hemsworth covers the super-drawdown, price reaction, Iran, Pemex Hedge & more. Link: http://bit.ly/2SDxxRr
Jul 24, 2019
Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook
58:51
Energy Week featuring Art Berman, Chris Cook and Patricia Hemsworth covers the super-drawdown, price reaction, Iran, Pemex Hedge & more. Link: http://bit.ly/2SDxxRr
Jul 24, 2019
All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook
22:26
All-Star Julian Brigden on the implications of deflation for the Pension system, whether a recession is possible without a yield curve inversion, and the 10yr yield outlook. Link: http://bit.ly/2y7edTn
Jul 23, 2019
All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook
22:26
All-Star Julian Brigden on the implications of deflation for the Pension system, whether a recession is possible without a yield curve inversion, and the 10yr yield outlook. Link: http://bit.ly/2y7edTn
Jul 23, 2019
All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook
22:25
All-Star Julian Brigden on the implications of deflation for the Pension system, whether a recession is possible without a yield curve inversion, and the 10yr yield outlook. Link: http://bit.ly/2y7edTn
Jul 23, 2019
All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up
20:34
All-Star Luke Gromen responds to Jeff Snider's All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it’s about domestic private sector balance sheet capacity. Link: http://bit.ly/2XVNVmh
Jul 22, 2019
All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up
20:34
All-Star Luke Gromen responds to Jeff Snider's All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it’s about domestic private sector balance sheet capacity. Link: http://bit.ly/2XVNVmh
Jul 22, 2019
All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up
20:33
All-Star Luke Gromen responds to Jeff Snider's All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it’s about domestic private sector balance sheet capacity. Link: http://bit.ly/2XVNVmh
Jul 22, 2019
All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut
19:02
All-Star Danielle DiMartino-Booth explains “Double Easing” (rate cuts and QE at the same time) and why it’s a possibility, and explains why the stock market can rally a bit longer despite the global growth slowdown. Link: http://bit.ly/2YfP1c2
Jul 19, 2019
All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut
19:02
All-Star Danielle DiMartino-Booth explains “Double Easing” (rate cuts and QE at the same time) and why it’s a possibility, and explains why the stock market can rally a bit longer despite the global growth slowdown. Link: http://bit.ly/2YfP1c2
Jul 19, 2019
All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut
19:01
All-Star Danielle DiMartino-Booth explains “Double Easing” (rate cuts and QE at the same time) and why it’s a possibility, and explains why the stock market can rally a bit longer despite the global growth slowdown. Link: http://bit.ly/2YfP1c2
Jul 19, 2019
MacroVoices #176 Jim Rickards on his new book, Aftermath
1:18:46
Erik Townsend and Patrick Ceresna welcome Jim Rickards to MacroVoices. Erik and Jim discuss the progression of growing debt, the cost of low growth and high debt, and Jim’s new book “Aftermath: Seven Secrets of Wealth Preservation in the Coming Chaos” Link: http://bit.ly/2SliM5K
Jul 18, 2019
MacroVoices #176 Jim Rickards on his new book, Aftermath
1:18:46
Erik Townsend and Patrick Ceresna welcome Jim Rickards to MacroVoices. Erik and Jim discuss the progression of growing debt, the cost of low growth and high debt, and Jim’s new book “Aftermath: Seven Secrets of Wealth Preservation in the Coming Chaos” Link: http://bit.ly/2SliM5K
Jul 18, 2019
MacroVoices #176 Jim Rickards on his new book, Aftermath
01:18:45
Erik Townsend and Patrick Ceresna welcome Jim Rickards to MacroVoices. Erik and Jim discuss the progression of growing debt, the cost of low growth and high debt, and Jim’s new book “Aftermath: Seven Secrets of Wealth Preservation in the Coming Chaos” Link: http://bit.ly/2SliM5K
Jul 18, 2019
Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle
55:05
Energy Week covers the price reversal, Iran policy, EIA, Venezuela & Canadian crude differentials. Panel Anas Alhajji, Joe McMonigle and Patricia Hemsworth with host Erik Townsend. Link: http://bit.ly/2Y6gM6B
Jul 18, 2019
Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle
55:05
Energy Week covers the price reversal, Iran policy, EIA, Venezuela & Canadian crude differentials. Panel Anas Alhajji, Joe McMonigle and Patricia Hemsworth with host Erik Townsend. Link: http://bit.ly/2Y6gM6B
Jul 18, 2019
Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle
55:05
Energy Week covers the price reversal, Iran policy, EIA, Venezuela & Canadian crude differentials. Panel Anas Alhajji, Joe McMonigle and Patricia Hemsworth with host Erik Townsend. Link: http://bit.ly/2Y6gM6B
Jul 18, 2019
MacroVoices Video - Digital Currency Revolution: Outlook and Update
42:01
In this first of what we hope to be many more MacroVoices Videos, Erik Townsend provides an update on the Digital Currency Revolution. In this video Erik covers the following... The Digital Currency Revolution will be as big of a deal as the PC or the Public Internet Blockchain-based Cryptocurrencies will not play a major role in the digital currency revolution New distributed ledger technology is already making Blockchain obsolete Erik’s 2018 book predicted that Silicon Valley tech companies would recognize the opportunity to design and build digital currencies designed to eventually scale to replace the USD as global reserve currency Facebook’s LIBRA announcement confirmed Erik’s prediction Erik says putting Mark Zuckerberg in charge of how money works is a really, really BAD idea! Roadmap for the Digital Currency Revolution which has already begun
Jul 17, 2019
MacroVoices Video - Digital Currency Revolution: Outlook and Update
42:01
In this first of what we hope to be many more MacroVoices Videos, Erik Townsend provides an update on the Digital Currency Revolution. In this video Erik covers the following... The Digital Currency Revolution will be as big of a deal as the PC or the Public Internet Blockchain-based Cryptocurrencies will not play a major role in the digital currency revolution New distributed ledger technology is already making Blockchain obsolete Erik’s 2018 book predicted that Silicon Valley tech companies would recognize the opportunity to design and build digital currencies designed to eventually scale to replace the USD as global reserve currency Facebook’s LIBRA announcement confirmed Erik’s prediction Erik says putting Mark Zuckerberg in charge of how money works is a really, really BAD idea! Roadmap for the Digital Currency Revolution which has already begun
Jul 17, 2019
MacroVoices Video - Digital Currency Revolution: Outlook and Update
42:01
In this first of what we hope to be many more MacroVoices Videos, Erik Townsend provides an update on the Digital Currency Revolution. In this video Erik covers the following... The Digital Currency Revolution will be as big of a deal as the PC or the Public Internet Blockchain-based Cryptocurrencies will not play a major role in the digital currency revolution New distributed ledger technology is already making Blockchain obsolete Erik’s 2018 book predicted that Silicon Valley tech companies would recognize the opportunity to design and build digital currencies designed to eventually scale to replace the USD as global reserve currency Facebook’s LIBRA announcement confirmed Erik’s prediction Erik says putting Mark Zuckerberg in charge of how money works is a really, really BAD idea! Roadmap for the Digital Currency Revolution which has already begun
Jul 17, 2019
All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted
26:06
All-Star Prof.Steve Keen pulls no punches telling Erik Townsend how and why the field of economics lost touch with the real world. Link: http://bit.ly/2JLJ3WO
Jul 16, 2019
All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted
26:06
All-Star Prof.Steve Keen pulls no punches telling Erik Townsend how and why the field of economics lost touch with the real world. Link: http://bit.ly/2JLJ3WO
Jul 16, 2019
All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted
26:05
All-Star Prof.Steve Keen pulls no punches telling Erik Townsend how and why the field of economics lost touch with the real world. Link: http://bit.ly/2JLJ3WO
Jul 16, 2019
All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER
31:05
All-Star Jeff Snider explains why the Fed's IOER hasn't worked as a ceiling over Fed Funds, and the significance of each, including the recent move of FF well above IOER and how this relates to the EuroDollar System.
Jul 15, 2019
All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER
31:05
All-Star Jeff Snider explains why the Fed's IOER hasn't worked as a ceiling over Fed Funds, and the significance of each, including the recent move of FF well above IOER and how this relates to the EuroDollar System.
Jul 15, 2019
All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER
31:04
All-Star Jeff Snider explains why the Fed's IOER hasn't worked as a ceiling over Fed Funds, and the significance of each, including the recent move of FF well above IOER and how this relates to the EuroDollar System.
Jul 15, 2019
Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq
Fund manager Alex Gurevich is in the hot seat this month, pitching his “perfect trade” from 2014 long bonds and short the Euro. Alex explains why he believes this was truly a ‘perfect’ can’t lose trade, then we translate to current markets. Link: http://bit.ly/2G8uawM
Jul 12, 2019
Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq
Fund manager Alex Gurevich is in the hot seat this month, pitching his “perfect trade” from 2014 long bonds and short the Euro. Alex explains why he believes this was truly a ‘perfect’ can’t lose trade, then we translate to current markets. Link: http://bit.ly/2G8uawM
Jul 12, 2019
Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq
45:39
Fund manager Alex Gurevich is in the hot seat this month, pitching his “perfect trade” from 2014 long bonds and short the Euro. Alex explains why he believes this was truly a ‘perfect’ can’t lose trade, then we translate to current markets. Link: http://bit.ly/2G8uawM
Jul 12, 2019
All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar
13:12
All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C
Jul 12, 2019
All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar
13:12
All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C
Jul 12, 2019
All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar
13:12
All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C
Jul 12, 2019
MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs
1:28:20
Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss the theories on the length of this market cycle, outlook on the dollar and bond yields, and the unwind of institutional risk parity trade and much more. Link: http://bit.ly/2xKZugy
Jul 11, 2019
MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs
1:28:20
Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss the theories on the length of this market cycle, outlook on the dollar and bond yields, and the unwind of institutional risk parity trade and much more. Link: http://bit.ly/2xKZugy
Jul 11, 2019
MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs
01:28:20
Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss the theories on the length of this market cycle, outlook on the dollar and bond yields, and the unwind of institutional risk parity trade and much more. Link: http://bit.ly/2xKZugy
Jul 11, 2019
Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman
47:59
Energy Week episode #10: What’s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation. Link: http://bit.ly/2LKEOxu
Jul 11, 2019
Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman
47:59
Energy Week episode #10: What’s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation. Link: http://bit.ly/2LKEOxu
Jul 11, 2019
Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman
47:58
Energy Week episode #10: What’s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation. Link: http://bit.ly/2LKEOxu
Jul 11, 2019
All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze
15:59
All-Star Luke Gromen tells Erik Townsend he understands and agrees with the “global dollar squeeze” argument, but it doesn’t deter him from being bullish Gold, Bitcoin, and risk assets generally. Link: http://bit.ly/2LdwKpt
Jul 10, 2019
All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze
15:59
All-Star Luke Gromen tells Erik Townsend he understands and agrees with the “global dollar squeeze” argument, but it doesn’t deter him from being bullish Gold, Bitcoin, and risk assets generally. Link: http://bit.ly/2LdwKpt
Jul 10, 2019
All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze
15:58
All-Star Luke Gromen tells Erik Townsend he understands and agrees with the “global dollar squeeze” argument, but it doesn’t deter him from being bullish Gold, Bitcoin, and risk assets generally. Link: http://bit.ly/2LdwKpt
Jul 10, 2019
All-Stars #29 Brent Johnson: Still not chasing Gold at these levels
25:06
All-Star Brent Johnson tells Erik Townsend he's not chasing gold at these prices, and his conviction that the USD is headed much higher has never been stronger. Brent also thinks SPX 4000 is possible in the next 2-3 years. Link: http://bit.ly/2LdZvlR
Jul 09, 2019
All-Stars #29 Brent Johnson: Still not chasing Gold at these levels
25:06
All-Star Brent Johnson tells Erik Townsend he's not chasing gold at these prices, and his conviction that the USD is headed much higher has never been stronger. Brent also thinks SPX 4000 is possible in the next 2-3 years. Link: http://bit.ly/2LdZvlR
Jul 09, 2019
All-Stars #29 Brent Johnson: Still not chasing Gold at these levels
25:05
All-Star Brent Johnson tells Erik Townsend he's not chasing gold at these prices, and his conviction that the USD is headed much higher has never been stronger. Brent also thinks SPX 4000 is possible in the next 2-3 years. Link: http://bit.ly/2LdZvlR
Jul 09, 2019
MacroVoices Video - Digital Currency Revolution: Outlook and Update
41:57
In this first of what we hope to be many more MacroVoices Videos, Erik Townsend provides an update on the Digital Currency Revolution. In this video Erik covers the following... The Digital Currency Revolution will be as big of a deal as the PC or the Public Internet Blockchain-based Cryptocurrencies will not play a major role in the digital currency revolution New distributed ledger technology is already making Blockchain obsolete Erik’s 2018 book predicted that Silicon Valley tech companies would recognize the opportunity to design and build digital currencies designed to eventually scale to replace the USD as global reserve currency Facebook’s LIBRA announcement confirmed Erik’s prediction Erik says putting Mark Zuckerberg in charge of how money works is a really, really BAD idea! Roadmap for the Digital Currency Revolution which has already begun
Jul 09, 2019
All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt
19:12
All-star Louis-Vincent Gave tells Erik Townsend that $13.5tn of negative-yielding sovereign debt around the world is a sign the global economy is in serious trouble. U.S. Stocks may be at all-time highs, but the rest of the world is in decline. Link: http://bit.ly/2XKIfuH
Jul 08, 2019
All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt
19:12
All-star Louis-Vincent Gave tells Erik Townsend that $13.5tn of negative-yielding sovereign debt around the world is a sign the global economy is in serious trouble. U.S. Stocks may be at all-time highs, but the rest of the world is in decline. Link: http://bit.ly/2XKIfuH
Jul 08, 2019
All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt
19:12
All-star Louis-Vincent Gave tells Erik Townsend that $13.5tn of negative-yielding sovereign debt around the world is a sign the global economy is in serious trouble. U.S. Stocks may be at all-time highs, but the rest of the world is in decline. Link: http://bit.ly/2XKIfuH
Jul 08, 2019
All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security
25:03
Today's All-Star Dr.Pippa Malmgren says why privacy will be the governance issue of our time. Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/617-all-stars-27-pippa-malmgren-don-t-underestimate-the-importance-of-data-security
Jul 05, 2019
All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security
25:03
Today's All-Star Dr.Pippa Malmgren says why privacy will be the governance issue of our time. Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/617-all-stars-27-pippa-malmgren-don-t-underestimate-the-importance-of-data-security
Jul 05, 2019
All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security
25:03
Today's All-Star Dr.Pippa Malmgren says why privacy will be the governance issue of our time. Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/617-all-stars-27-pippa-malmgren-don-t-underestimate-the-importance-of-data-security
Jul 05, 2019
MacroVoices #174 John Netto: Gold will hit $1500 this month
1:15:08
 Erik Townsend and Patrick Ceresna welcome John Netto to MacroVoices. Erik and John discuss what’s driving this market, where is gold heading next and how to apply sentiment indicators to investing strategy. Link -> https://www.macrovoices.com/614-john-netto
Jul 04, 2019
MacroVoices #174 John Netto: Gold will hit $1500 this month
1:15:08
 Erik Townsend and Patrick Ceresna welcome John Netto to MacroVoices. Erik and John discuss what’s driving this market, where is gold heading next and how to apply sentiment indicators to investing strategy. Link -> https://www.macrovoices.com/614-john-netto
Jul 04, 2019
MacroVoices #174 John Netto: Gold will hit $1500 this month
01:15:07
 Erik Townsend and Patrick Ceresna welcome John Netto to MacroVoices. Erik and John discuss what’s driving this market, where is gold heading next and how to apply sentiment indicators to investing strategy. Link -> https://www.macrovoices.com/614-john-netto
Jul 04, 2019
All-Stars #26 Juliette Declercq: Should lawyers be in charge of Central Banks?
11:13
After Juliette Declercq stirred up some commotion with her tweet asking whether it makes sense for lawyers to be in charge of the 2 main central banks, we wanted the full story…
Jul 04, 2019
All-Stars #26 Juliette Declercq: Should lawyers be in charge of Central Banks?
11:13
After Juliette Declercq stirred up some commotion with her tweet asking whether it makes sense for lawyers to be in charge of the 2 main central banks, we wanted the full story…
Jul 04, 2019
All-Stars #26 Juliette Declercq: Should lawyers be in charge of Central Banks?
11:13
After Juliette Declercq stirred up some commotion with her tweet asking whether it makes sense for lawyers to be in charge of the 2 main central banks, we wanted the full story…
Jul 04, 2019
Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. Panel Hansen/Cook
1:01:24
This week's panel includes Ole Hansen and Chris Cook. Topics include G20, OPEC+, market reaction to both, and Chris takes a deep dive on forward curves.
Jul 04, 2019
Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. Panel Hansen/Cook
1:01:24
This week's panel includes Ole Hansen and Chris Cook. Topics include G20, OPEC+, market reaction to both, and Chris takes a deep dive on forward curves.
Jul 04, 2019
Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. Panel Hansen/Cook
01:01:24
This week's panel includes Ole Hansen and Chris Cook. Topics include G20, OPEC+, market reaction to both, and Chris takes a deep dive on forward curves.
Jul 04, 2019
All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown
14:03
All-Star Danielle DiMartino Booth tells host Erik Townsend that the U.S. is anything but immune to the global economic recession that is now beginning. Also Fed vs. Trump and why it's important to have an independent Fed. Direct Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/613-all-stars-25-danielle-dimartino-booth
Jul 03, 2019
All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown
14:03
All-Star Danielle DiMartino Booth tells host Erik Townsend that the U.S. is anything but immune to the global economic recession that is now beginning. Also Fed vs. Trump and why it's important to have an independent Fed. Direct Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/613-all-stars-25-danielle-dimartino-booth
Jul 03, 2019
All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown
14:02
All-Star Danielle DiMartino Booth tells host Erik Townsend that the U.S. is anything but immune to the global economic recession that is now beginning. Also Fed vs. Trump and why it's important to have an independent Fed. Direct Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/613-all-stars-25-danielle-dimartino-booth
Jul 03, 2019
All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!
15:06
All-Star Professor Steve Keen debunks mainstream economists failure to consider Credit as a determinant of aggregate demand
Jul 02, 2019
All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!
15:06
All-Star Professor Steve Keen debunks mainstream economists failure to consider Credit as a determinant of aggregate demand
Jul 02, 2019
All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!
15:05
All-Star Professor Steve Keen debunks mainstream economists failure to consider Credit as a determinant of aggregate demand
Jul 02, 2019
All-Stars #23 Jeff Snider: Rate cuts are coming!
17:07
All-Star Jeff Snider says interest rates are coming, but he thinks the actual reasons differ from market perceptions. Hear Jeff explain the clues interest rate swaps and offshore repo transactions provide.
Jul 01, 2019
All-Stars #23 Jeff Snider: Rate cuts are coming!
17:07
All-Star Jeff Snider says interest rates are coming, but he thinks the actual reasons differ from market perceptions. Hear Jeff explain the clues interest rate swaps and offshore repo transactions provide.
Jul 01, 2019
All-Stars #23 Jeff Snider: Rate cuts are coming!
17:06
All-Star Jeff Snider says interest rates are coming, but he thinks the actual reasons differ from market perceptions. Hear Jeff explain the clues interest rate swaps and offshore repo transactions provide.
Jul 01, 2019
All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up
16:21
All-Star Luke Gromen says the long gold, long bitcoin, short U.S. Dollar trade is just getting started.
Jun 28, 2019
All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up
16:21
All-Star Luke Gromen says the long gold, long bitcoin, short U.S. Dollar trade is just getting started.
Jun 28, 2019
All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up
16:20
All-Star Luke Gromen says the long gold, long bitcoin, short U.S. Dollar trade is just getting started.
Jun 28, 2019
MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!
1:45:39
Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss his outlook on uranium, perspective on shale oil over the next decade, and how to play the energy sector.
Jun 27, 2019
MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!
1:45:39
Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss his outlook on uranium, perspective on shale oil over the next decade, and how to play the energy sector.
Jun 27, 2019
MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!
01:45:38
Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss his outlook on uranium, perspective on shale oil over the next decade, and how to play the energy sector.
Jun 27, 2019
Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji
57:05
This week's Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics: Massive EIA inventory drawdowns, lower Brent+WTI open interest, PES Fire, OPEC+ G20 & More.
Jun 27, 2019
Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji
57:05
This week's Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics: Massive EIA inventory drawdowns, lower Brent+WTI open interest, PES Fire, OPEC+ G20 & More.
Jun 27, 2019
Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji
57:05
This week's Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics: Massive EIA inventory drawdowns, lower Brent+WTI open interest, PES Fire, OPEC+ G20 & More.
Jun 27, 2019
All-Stars #21 Julian Brigden: Trump, Trade & the Middle East
17:26
All-star Julian Brigden opines on the China-U.S. trade negotiations, middle-east geopolitical tensions, and much more.
Jun 25, 2019
All-Stars #21 Julian Brigden: Trump, Trade & the Middle East
17:26
All-star Julian Brigden opines on the China-U.S. trade negotiations, middle-east geopolitical tensions, and much more.
Jun 25, 2019
All-Stars #21 Julian Brigden: Trump, Trade & the Middle East
17:25
All-star Julian Brigden opines on the China-U.S. trade negotiations, middle-east geopolitical tensions, and much more.
Jun 25, 2019
All-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan Outlook
17:10
Today's Macrovoices All-Star Louis-Vincent Gave weighs in on the protests which brought 25% of Hong Kongers to the streets and opines on the longer term outlook for the Chinese Yuan
Jun 21, 2019
All-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan Outlook
17:10
Today's Macrovoices All-Star Louis-Vincent Gave weighs in on the protests which brought 25% of Hong Kongers to the streets and opines on the longer term outlook for the Chinese Yuan
Jun 21, 2019
All-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan Outlook
17:09
Today's Macrovoices All-Star Louis-Vincent Gave weighs in on the protests which brought 25% of Hong Kongers to the streets and opines on the longer term outlook for the Chinese Yuan
Jun 21, 2019
MacroVoices #172 Greg Weldon: Translating Fed policy to Commodity Price Outlook
1:25:23
 Erik Townsend and Patrick Ceresna welcome Greg Weldon to MacroVoices. Erik and Greg discuss his outlook on the dollar, possible dollar breakout and its risks on gold and using commodity indicators as economic indicators.
Jun 20, 2019
MacroVoices #172 Greg Weldon: Translating Fed policy to Commodity Price Outlook
1:25:23
 Erik Townsend and Patrick Ceresna welcome Greg Weldon to MacroVoices. Erik and Greg discuss his outlook on the dollar, possible dollar breakout and its risks on gold and using commodity indicators as economic indicators.
Jun 20, 2019
MacroVoices #172 Greg Weldon: Translating Fed policy to Commodity Price Outlook
01:25:23
 Erik Townsend and Patrick Ceresna welcome Greg Weldon to MacroVoices. Erik and Greg discuss his outlook on the dollar, possible dollar breakout and its risks on gold and using commodity indicators as economic indicators.
Jun 20, 2019
Energy Week #7: Tanker attacks, OPEC+, G20, Fed Policy. McMonigle/Hemsworth/Alhajji
51:15
This week's ENERGY WEEK features Anas Alhajji, Joe McMonigle and Patricia Hemsworth. Gulf tanker attacks and their consequences, China Trade, G20, OPEC+ and much more.
Jun 20, 2019
Energy Week #7: Tanker attacks, OPEC+, G20, Fed Policy. McMonigle/Hemsworth/Alhajji
51:15
This week's ENERGY WEEK features Anas Alhajji, Joe McMonigle and Patricia Hemsworth. Gulf tanker attacks and their consequences, China Trade, G20, OPEC+ and much more.
Jun 20, 2019
Energy Week #7: Tanker attacks, OPEC+, G20, Fed Policy. McMonigle/Hemsworth/Alhajji
51:14
This week's ENERGY WEEK features Anas Alhajji, Joe McMonigle and Patricia Hemsworth. Gulf tanker attacks and their consequences, China Trade, G20, OPEC+ and much more.
Jun 20, 2019
All-Stars #19 Prof. Steve Keen: Risks to Sweden and Nordic Economies
10:37
Today's MacroVoices All-Star Prof.Steve Keen recaps his recent trip to Sweden for the Central Bank Digital Currency conference, and comments on Swedish and Nordic economic outlooks.
Jun 18, 2019
All-Stars #19 Prof. Steve Keen: Risks to Sweden and Nordic Economies
10:37
Today's MacroVoices All-Star Prof.Steve Keen recaps his recent trip to Sweden for the Central Bank Digital Currency conference, and comments on Swedish and Nordic economic outlooks.
Jun 18, 2019
All-Stars #19 Prof. Steve Keen: Risks to Sweden and Nordic Economies
10:37
Today's MacroVoices All-Star Prof.Steve Keen recaps his recent trip to Sweden for the Central Bank Digital Currency conference, and comments on Swedish and Nordic economic outlooks.
Jun 18, 2019
All-Stars #18 Juliette Declercq: When will the Fed cut rates?
14:06
Today's MacroVoices All-Star is JDI Research founder Juliette Declercq. Juliette weighs in on what we can expect from this week's FOMC statement, and the disparity between equity and fixed income markets discounting different growth expectations. Also Yuan deval risk. 
Jun 17, 2019
All-Stars #18 Juliette Declercq: When will the Fed cut rates?
14:06
Today's MacroVoices All-Star is JDI Research founder Juliette Declercq. Juliette weighs in on what we can expect from this week's FOMC statement, and the disparity between equity and fixed income markets discounting different growth expectations. Also Yuan deval risk. 
Jun 17, 2019
All-Stars #18 Juliette Declercq: When will the Fed cut rates?
14:06
Today's MacroVoices All-Star is JDI Research founder Juliette Declercq. Juliette weighs in on what we can expect from this week's FOMC statement, and the disparity between equity and fixed income markets discounting different growth expectations. Also Yuan deval risk. 
Jun 17, 2019
All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!
18:12
All-Star Danielle DiMartino Booth is on fire this week! Danielle says the Fed's language change at the Chicago conference can only mean one thing: They're getting markets ready for NIRP. Not ZIRP, but NIRP!
Jun 14, 2019
All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!
18:12
All-Star Danielle DiMartino Booth is on fire this week! Danielle says the Fed's language change at the Chicago conference can only mean one thing: They're getting markets ready for NIRP. Not ZIRP, but NIRP!
Jun 14, 2019
All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!
18:11
All-Star Danielle DiMartino Booth is on fire this week! Danielle says the Fed's language change at the Chicago conference can only mean one thing: They're getting markets ready for NIRP. Not ZIRP, but NIRP!
Jun 14, 2019
MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites
1:27:27
Erik Townsend and Patrick Ceresna welcome Josh Steiner to MacroVoices. Erik and Josh discuss U.S. and Canadian real estate, swelling mortgage debt in Canada and deteriorating household finances and more.
Jun 13, 2019
MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites
1:27:27
Erik Townsend and Patrick Ceresna welcome Josh Steiner to MacroVoices. Erik and Josh discuss U.S. and Canadian real estate, swelling mortgage debt in Canada and deteriorating household finances and more.
Jun 13, 2019
MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites
01:27:26
Erik Townsend and Patrick Ceresna welcome Josh Steiner to MacroVoices. Erik and Josh discuss U.S. and Canadian real estate, swelling mortgage debt in Canada and deteriorating household finances and more.
Jun 13, 2019
Energy Week: Natural gas backwardation in mid-summer?
59:19
Energy Week panelists Art Berman, Chris Cook and Patricia Hemsworth weigh in on anomalies in natural gas forward curves and what they mean. Also an update on the market sell-off and where it's headed.
Jun 13, 2019
Energy Week: Natural gas backwardation in mid-summer?
59:19
Energy Week panelists Art Berman, Chris Cook and Patricia Hemsworth weigh in on anomalies in natural gas forward curves and what they mean. Also an update on the market sell-off and where it's headed.
Jun 13, 2019
Energy Week: Natural gas backwardation in mid-summer?
59:18
Energy Week panelists Art Berman, Chris Cook and Patricia Hemsworth weigh in on anomalies in natural gas forward curves and what they mean. Also an update on the market sell-off and where it's headed.
Jun 13, 2019
All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view
13:21
Today’s MacroVoices All-Star is Santiago Capital's Brent Johnson, who says this past weekend's ECB and US-Mexico developments do NOT change his dollar-bullish outlook.
Jun 11, 2019
All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view
13:21
Today’s MacroVoices All-Star is Santiago Capital's Brent Johnson, who says this past weekend's ECB and US-Mexico developments do NOT change his dollar-bullish outlook.
Jun 11, 2019
All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view
13:20
Today’s MacroVoices All-Star is Santiago Capital's Brent Johnson, who says this past weekend's ECB and US-Mexico developments do NOT change his dollar-bullish outlook.
Jun 11, 2019
All-Star Luke Gromen: The USD-centric system is slowly losing ground
15:14
All-Star Luke Gromen says oil isn't the only commodity China will begin pricing in its own currency for international settlement, further evidencing China's commitment to de-dollarization. Also an update on Luke's tactical views on the USD.
Jun 10, 2019
All-Star Luke Gromen: The USD-centric system is slowly losing ground
15:14
All-Star Luke Gromen says oil isn't the only commodity China will begin pricing in its own currency for international settlement, further evidencing China's commitment to de-dollarization. Also an update on Luke's tactical views on the USD.
Jun 10, 2019
All-Star Luke Gromen: The USD-centric system is slowly losing ground
15:14
All-Star Luke Gromen says oil isn't the only commodity China will begin pricing in its own currency for international settlement, further evidencing China's commitment to de-dollarization. Also an update on Luke's tactical views on the USD.
Jun 10, 2019
All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!
22:32
Today’s MacroVoices All-Star is Jeff Snider, who says the yield curve and Eurodollar futures spreads spell a clear message for markets! Be sure to download the associated chartbook.
Jun 07, 2019
All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!
22:32
Today’s MacroVoices All-Star is Jeff Snider, who says the yield curve and Eurodollar futures spreads spell a clear message for markets! Be sure to download the associated chartbook.
Jun 07, 2019
All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!
22:32
Today’s MacroVoices All-Star is Jeff Snider, who says the yield curve and Eurodollar futures spreads spell a clear message for markets! Be sure to download the associated chartbook.
Jun 07, 2019
Brent Johnson: A big dollar rally could drag stocks higher with it
1:24:12
Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss Brent’s “Dollar Milkshake Theory”, short term and long term outlook on gold, and what impacts the dollar breakout will have on US and the global economy.
Jun 06, 2019
Brent Johnson: A big dollar rally could drag stocks higher with it
1:24:12
Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss Brent’s “Dollar Milkshake Theory”, short term and long term outlook on gold, and what impacts the dollar breakout will have on US and the global economy.
Jun 06, 2019
Brent Johnson: A big dollar rally could drag stocks higher with it
01:24:11
Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss Brent’s “Dollar Milkshake Theory”, short term and long term outlook on gold, and what impacts the dollar breakout will have on US and the global economy.
Jun 06, 2019
Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart
53:35
This week's MacroVoices Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics include the sentiment sea change and what's driving it, Iran, Saudi Arabia, & Venezuela, OPEC+ & much more.
Jun 06, 2019
Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart
53:35
This week's MacroVoices Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics include the sentiment sea change and what's driving it, Iran, Saudi Arabia, & Venezuela, OPEC+ & much more.
Jun 06, 2019
Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart
53:34
This week's MacroVoices Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics include the sentiment sea change and what's driving it, Iran, Saudi Arabia, & Venezuela, OPEC+ & much more.
Jun 06, 2019
Inside the Investment Committee: The 2016 big short in fixed income
1:02:27
The inaugural episode of MacroVoices INSIDE THE INVESTMENT COMMITTEE featuring Julian Brigden, Juliette Declercq and Alex Gurevich takes you inside the process professional fund managers and their advisers use to source and vet macro trading strategies.
Jun 04, 2019
Inside the Investment Committee: The 2016 big short in fixed income
1:02:27
The inaugural episode of MacroVoices INSIDE THE INVESTMENT COMMITTEE featuring Julian Brigden, Juliette Declercq and Alex Gurevich takes you inside the process professional fund managers and their advisers use to source and vet macro trading strategies.
Jun 04, 2019
Inside the Investment Committee: The 2016 big short in fixed income
01:02:26
The inaugural episode of MacroVoices INSIDE THE INVESTMENT COMMITTEE featuring Julian Brigden, Juliette Declercq and Alex Gurevich takes you inside the process professional fund managers and their advisers use to source and vet macro trading strategies.
Jun 04, 2019
All-Star Julian Brigden: The Fed needs to ease
20:30
Today’s MacroVoices All-Star is Julian Brigden, who says that the Fed needs to ease and why the dollar is crucial to kick off the next wave of the cycle
Jun 04, 2019
All-Star Julian Brigden: The Fed needs to ease
20:30
Today’s MacroVoices All-Star is Julian Brigden, who says that the Fed needs to ease and why the dollar is crucial to kick off the next wave of the cycle
Jun 04, 2019
All-Star Julian Brigden: The Fed needs to ease
20:29
Today’s MacroVoices All-Star is Julian Brigden, who says that the Fed needs to ease and why the dollar is crucial to kick off the next wave of the cycle
Jun 04, 2019
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
23:44
Today’s MacroVoices All-Star is Professor Steve Keen, who says Nobel laureate William Nordhaus has failed to consider tipping points that will make the impact of climate change far worse than Nordhaus predicts.
Jun 03, 2019
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
23:45
Today’s MacroVoices All-Star is Professor Steve Keen, who says Nobel laureate William Nordhaus has failed to consider tipping points that will make the impact of climate change far worse than Nordhaus predicts.
Jun 03, 2019
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
23:45
Today’s MacroVoices All-Star is Professor Steve Keen, who says Nobel laureate William Nordhaus has failed to consider tipping points that will make the impact of climate change far worse than Nordhaus predicts.
Jun 03, 2019
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage
21:15
Today’s MacroVoices All-Star Danielle DiMartino Booth says deflation, lower commodity prices, and lower bond yields will be the theme going forward unless/until the political process brings MMT or other “Helicopter Money” into the equation.
May 31, 2019
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage
21:15
Today’s MacroVoices All-Star Danielle DiMartino Booth says deflation, lower commodity prices, and lower bond yields will be the theme going forward unless/until the political process brings MMT or other “Helicopter Money” into the equation.
May 31, 2019
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage
21:15
Today’s MacroVoices All-Star Danielle DiMartino Booth says deflation, lower commodity prices, and lower bond yields will be the theme going forward unless/until the political process brings MMT or other “Helicopter Money” into the equation.
May 31, 2019
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle
1:19:40
 Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss the concept of late cycle and how the cycle works, correlation between growth rate downturn and risks of a recession, and what the leading indicators show when the cycle is ending.
May 30, 2019
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle
1:19:40
 Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss the concept of late cycle and how the cycle works, correlation between growth rate downturn and risks of a recession, and what the leading indicators show when the cycle is ending.
May 30, 2019
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle
01:19:39
 Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss the concept of late cycle and how the cycle works, correlation between growth rate downturn and risks of a recession, and what the leading indicators show when the cycle is ending.
May 30, 2019
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)
52:06
This week's MacroVoices Energy Week features Ole Hansen, Chris Cook and Patricia Hemsworth. What's driving this week's roller coaster ride in oil prices? China Trade? Iran? Inventory builds? Our panel weighs in.
May 30, 2019
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)
52:06
This week's MacroVoices Energy Week features Ole Hansen, Chris Cook and Patricia Hemsworth. What's driving this week's roller coaster ride in oil prices? China Trade? Iran? Inventory builds? Our panel weighs in.
May 30, 2019
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)
52:06
This week's MacroVoices Energy Week features Ole Hansen, Chris Cook and Patricia Hemsworth. What's driving this week's roller coaster ride in oil prices? China Trade? Iran? Inventory builds? Our panel weighs in.
May 30, 2019
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here
14:23
Today's MacroVoices All-Star Luke Gromen says that the Fed Funds rate moving stubbornly over IOER is a clear sign that the Fed will soon be forced to supply more dollar liquidity, a bearish sign given current sentiment extremes.
May 29, 2019
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here
14:23
Today's MacroVoices All-Star Luke Gromen says that the Fed Funds rate moving stubbornly over IOER is a clear sign that the Fed will soon be forced to supply more dollar liquidity, a bearish sign given current sentiment extremes.
May 29, 2019
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here
14:22
Today's MacroVoices All-Star Luke Gromen says that the Fed Funds rate moving stubbornly over IOER is a clear sign that the Fed will soon be forced to supply more dollar liquidity, a bearish sign given current sentiment extremes.
May 29, 2019
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!
20:55
Today's MacroVoices All-Star Dr.Pippa Malmgren says that between the U.S.-China trade situation, populism winning in European elections, and the unfolding U.S-Iran debacle, Geopolitics is more important than ever for investors.
May 28, 2019
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!
20:55
Today's MacroVoices All-Star Dr.Pippa Malmgren says that between the U.S.-China trade situation, populism winning in European elections, and the unfolding U.S-Iran debacle, Geopolitics is more important than ever for investors.
May 28, 2019
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!
20:55
Today's MacroVoices All-Star Dr.Pippa Malmgren says that between the U.S.-China trade situation, populism winning in European elections, and the unfolding U.S-Iran debacle, Geopolitics is more important than ever for investors.
May 28, 2019
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!
19:33
Kevin says the market is way ahead of the Fed in pricing in accommodative monetary policy and thinks bond longs betting on economic collapse will be disappointed, and explains why shorting an INDEX is the wrong way to play a bearish view on U.S./China trade negotiations
May 24, 2019
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!
19:33
Kevin says the market is way ahead of the Fed in pricing in accommodative monetary policy and thinks bond longs betting on economic collapse will be disappointed, and explains why shorting an INDEX is the wrong way to play a bearish view on U.S./China trade negotiations
May 24, 2019
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!
19:33
Kevin says the market is way ahead of the Fed in pricing in accommodative monetary policy and thinks bond longs betting on economic collapse will be disappointed, and explains why shorting an INDEX is the wrong way to play a bearish view on U.S./China trade negotiations
May 24, 2019
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.
1:23:16
 Erik Townsend and Patrick Ceresna welcome John Greenwood to MacroVoices. Erik and John discuss where we are in the business cycle, the mechanics of what really drives the cycle and what comes next.
May 23, 2019
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.
1:23:16
 Erik Townsend and Patrick Ceresna welcome John Greenwood to MacroVoices. Erik and John discuss where we are in the business cycle, the mechanics of what really drives the cycle and what comes next.
May 23, 2019
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.
01:23:16
 Erik Townsend and Patrick Ceresna welcome John Greenwood to MacroVoices. Erik and John discuss where we are in the business cycle, the mechanics of what really drives the cycle and what comes next.
May 23, 2019
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.
51:03
ENERGY WEEK #3 features Anas Alhajji, Patricia Hemsworth, and Art Berman. Topics: Geopolitics/Iran, disparity of front month prices and forward curve backwardation, and WTI-Brent Spread.
May 23, 2019
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.
51:03
ENERGY WEEK #3 features Anas Alhajji, Patricia Hemsworth, and Art Berman. Topics: Geopolitics/Iran, disparity of front month prices and forward curve backwardation, and WTI-Brent Spread.
May 23, 2019
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.
51:03
ENERGY WEEK #3 features Anas Alhajji, Patricia Hemsworth, and Art Berman. Topics: Geopolitics/Iran, disparity of front month prices and forward curve backwardation, and WTI-Brent Spread.
May 23, 2019
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom
12:43
Today’s MacroVoices All-Star is Professor SteveKeen, who weighs in on Richard Vague’s new book, A Brief History of Doom. Steve says Vague has it exactly right, and his analysis of what caused 2008’s Great Financial Crisis jibes almost exactly with Steve’s own analysis of that event.
May 21, 2019
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom
12:43
Today’s MacroVoices All-Star is Professor SteveKeen, who weighs in on Richard Vague’s new book, A Brief History of Doom. Steve says Vague has it exactly right, and his analysis of what caused 2008’s Great Financial Crisis jibes almost exactly with Steve’s own analysis of that event.
May 21, 2019
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom
12:42
Today’s MacroVoices All-Star is Professor SteveKeen, who weighs in on Richard Vague’s new book, A Brief History of Doom. Steve says Vague has it exactly right, and his analysis of what caused 2008’s Great Financial Crisis jibes almost exactly with Steve’s own analysis of that event.
May 21, 2019
All-Star Juliette Declercq on Populism
14:55
Juliette Declercq believes the surprise outcome of the Australian elections is an important signal as the global populist movement calls for more socialism, yet Australia’s Labor Party was defeated in a surprise ‘upset’ election. Juliette examines the costs of socialism and concludes that deficit spending can continue indefinitely, until inflation re-emerges as a macro risk.
May 20, 2019
All-Star Juliette Declercq on Populism
14:55
Juliette Declercq believes the surprise outcome of the Australian elections is an important signal as the global populist movement calls for more socialism, yet Australia’s Labor Party was defeated in a surprise ‘upset’ election. Juliette examines the costs of socialism and concludes that deficit spending can continue indefinitely, until inflation re-emerges as a macro risk.
May 20, 2019
All-Star Juliette Declercq on Populism
14:54
Juliette Declercq believes the surprise outcome of the Australian elections is an important signal as the global populist movement calls for more socialism, yet Australia’s Labor Party was defeated in a surprise ‘upset’ election. Juliette examines the costs of socialism and concludes that deficit spending can continue indefinitely, until inflation re-emerges as a macro risk.
May 20, 2019
All-Star Brent Johnson: Much higher stock prices possible
15:59
oday’s MacroVoices All-Star is @SantiagoAuFund and he says once we get through this soft patch, MUCH higher stock prices are possible. He says it’s all about U.S. stocks becoming a safe-haven for foreigners as USD appreciation enhances foreign returns.
May 17, 2019
All-Star Brent Johnson: Much higher stock prices possible
15:59
oday’s MacroVoices All-Star is @SantiagoAuFund and he says once we get through this soft patch, MUCH higher stock prices are possible. He says it’s all about U.S. stocks becoming a safe-haven for foreigners as USD appreciation enhances foreign returns.
May 17, 2019
All-Star Brent Johnson: Much higher stock prices possible
15:59
oday’s MacroVoices All-Star is @SantiagoAuFund and he says once we get through this soft patch, MUCH higher stock prices are possible. He says it’s all about U.S. stocks becoming a safe-haven for foreigners as USD appreciation enhances foreign returns.
May 17, 2019
Simon White: U.S. Dollar in the Crosshairs
1:14:25
Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss where leading indicators are pressuring US dollar, outlook on US equities and bonds, perspective on the Fed’s cut to its IOER and more.
May 16, 2019
Simon White: U.S. Dollar in the Crosshairs
1:14:25
Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss where leading indicators are pressuring US dollar, outlook on US equities and bonds, perspective on the Fed’s cut to its IOER and more.
May 16, 2019
Simon White: U.S. Dollar in the Crosshairs
01:14:24
Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss where leading indicators are pressuring US dollar, outlook on US equities and bonds, perspective on the Fed’s cut to its IOER and more.
May 16, 2019
ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)
49:08
ENERGY WEEK is a new weekly podcast all about crude oil and energy markets for investors. Our host Erik Townsend discusses Geopolitics, Bull/Bear cases & Price Outlook with this week's panelists.
May 16, 2019
ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)
49:08
ENERGY WEEK is a new weekly podcast all about crude oil and energy markets for investors. Our host Erik Townsend discusses Geopolitics, Bull/Bear cases & Price Outlook with this week's panelists.
May 16, 2019
ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)
49:08
ENERGY WEEK is a new weekly podcast all about crude oil and energy markets for investors. Our host Erik Townsend discusses Geopolitics, Bull/Bear cases & Price Outlook with this week's panelists.
May 16, 2019
MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW!
13:56
MI2 Partners founder Julian Brigden explains why the Fed is already late to cut interest rates, and the reason has nothing to do with a China-U.S. trade war.
May 15, 2019
MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW!
13:56
MI2 Partners founder Julian Brigden explains why the Fed is already late to cut interest rates, and the reason has nothing to do with a China-U.S. trade war.
May 15, 2019
MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW!
13:56
MI2 Partners founder Julian Brigden explains why the Fed is already late to cut interest rates, and the reason has nothing to do with a China-U.S. trade war.
May 15, 2019
MacroVoices All-Star Danielle DiMartino-Booth: Jay Powell is The Grinch who Stole Liquidity
12:23
On today's episode of MacroVoices All Stars, Danielle DiMartino Booth joins our host Erik Townsend to talk about why she thinks Jay Powell is "the Grinch that stole liquidity"
May 14, 2019
MacroVoices All-Star Danielle DiMartino-Booth: Jay Powell is The Grinch who Stole Liquidity
12:23
On today's episode of MacroVoices All Stars, Danielle DiMartino Booth joins our host Erik Townsend to talk about why she thinks Jay Powell is "the Grinch that stole liquidity"
May 14, 2019
MacroVoices All-Star Danielle DiMartino-Booth: Jay Powell is The Grinch who Stole Liquidity
12:39
On today's episode of MacroVoices All Stars, Danielle DiMartino Booth joins our host Erik Townsend to talk about why she thinks Jay Powell is "the Grinch that stole liquidity"
May 14, 2019
MacroVoices All Stars : with Luke Gromen
12:06
On today's episode of MacroVoices All Stars, Luke Gromen joins our host Erik Townsend to discuss the trade war between US and China
May 13, 2019
MacroVoices All Stars : with Luke Gromen
12:06
On today's episode of MacroVoices All Stars, Luke Gromen joins our host Erik Townsend to discuss the trade war between US and China
May 13, 2019
MacroVoices All Stars : with Luke Gromen
12:06
On today's episode of MacroVoices All Stars, Luke Gromen joins our host Erik Townsend to discuss the trade war between US and China
May 13, 2019
Charlie McElligott: The opportunity will be found selling puts. But not yet!
1:21:46
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss the impact of policy change on the yield curve, the drivers of volatility in rates, and futures driven equity unwind and more.
May 09, 2019
Charlie McElligott: The opportunity will be found selling puts. But not yet!
1:21:46
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss the impact of policy change on the yield curve, the drivers of volatility in rates, and futures driven equity unwind and more.
May 09, 2019
Charlie McElligott: The opportunity will be found selling puts. But not yet!
01:21:46
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss the impact of policy change on the yield curve, the drivers of volatility in rates, and futures driven equity unwind and more.
May 09, 2019
ENERGY WEEK: Crude oil glut or crisis & Crude Quality Matters. Panel: Berman/Alhajji/Hemsworth
1:00:33
The inaugural episode of MacroVoices ENERGY WEEK features panelists Art Berman, Anas Alhajji and Patricia Hemsworth. Topic 1: Glut or crisis on the horizon? Topic 2: Crude Quality Matters. This new weekly podcast is all about crude oil & energy markets.
May 09, 2019
ENERGY WEEK: Crude oil glut or crisis & Crude Quality Matters. Panel: Berman/Alhajji/Hemsworth
1:00:33
The inaugural episode of MacroVoices ENERGY WEEK features panelists Art Berman, Anas Alhajji and Patricia Hemsworth. Topic 1: Glut or crisis on the horizon? Topic 2: Crude Quality Matters. This new weekly podcast is all about crude oil & energy markets.
May 09, 2019
ENERGY WEEK: Crude oil glut or crisis & Crude Quality Matters. Panel: Berman/Alhajji/Hemsworth
01:00:33
The inaugural episode of MacroVoices ENERGY WEEK features panelists Art Berman, Anas Alhajji and Patricia Hemsworth. Topic 1: Glut or crisis on the horizon? Topic 2: Crude Quality Matters. This new weekly podcast is all about crude oil & energy markets.
May 09, 2019
Juliette Declercq: Questioning the Fed’s ability to service its inflation mandate
1:29:20
Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss the current status of inflation, the FED’s failure to meet its inflation mandate, and what is ahead for policy path and inflation outlook.
May 02, 2019
Juliette Declercq: Questioning the Fed’s ability to service its inflation mandate
1:29:20
Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss the current status of inflation, the FED’s failure to meet its inflation mandate, and what is ahead for policy path and inflation outlook.
May 02, 2019
Juliette Declercq: Questioning the Fed’s ability to service its inflation mandate
01:29:19
Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss the current status of inflation, the FED’s failure to meet its inflation mandate, and what is ahead for policy path and inflation outlook.
May 02, 2019
MacroVoices Premium - HOT TOPIC: Louis-Vincent Gave Rebuts Kyle Bass’ Investor Letter questioning Hong Kong’s relevance
38:37
MacroVoices HOT TOPICS are a new offering in conjunction with MacroVoices Premium. Hot Topics interviews are scheduled and produced in reacting to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today’s Hot Topic is fund manager Kyle Bass’ recent investor letter questioning Hong Kong’s ongoing relevance in the global financial system. Louis-Vincent Gave runs Gavekal, a Hong Kong-based institutional advisor. In today’s Hot Topic interview, Louis offers an “opposing editorial” view, strongly at odds with Kyle Bass’ views on Hong Kong.
May 01, 2019
MacroVoices Premium - HOT TOPIC: Louis-Vincent Gave Rebuts Kyle Bass’ Investor Letter questioning Hong Kong’s relevance
38:37
MacroVoices HOT TOPICS are a new offering in conjunction with MacroVoices Premium. Hot Topics interviews are scheduled and produced in reacting to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today’s Hot Topic is fund manager Kyle Bass’ recent investor letter questioning Hong Kong’s ongoing relevance in the global financial system. Louis-Vincent Gave runs Gavekal, a Hong Kong-based institutional advisor. In today’s Hot Topic interview, Louis offers an “opposing editorial” view, strongly at odds with Kyle Bass’ views on Hong Kong.
May 01, 2019
MacroVoices Premium - HOT TOPIC: Louis-Vincent Gave Rebuts Kyle Bass’ Investor Letter questioning Hong Kong’s relevance
39:00
MacroVoices HOT TOPICS are a new offering in conjunction with MacroVoices Premium. Hot Topics interviews are scheduled and produced in reacting to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today’s Hot Topic is fund manager Kyle Bass’ recent investor letter questioning Hong Kong’s ongoing relevance in the global financial system. Louis-Vincent Gave runs Gavekal, a Hong Kong-based institutional advisor. In today’s Hot Topic interview, Louis offers an “opposing editorial” view, strongly at odds with Kyle Bass’ views on Hong Kong.
May 01, 2019
MacroVoices Premium - MacroVoices All Stars Episode 1
1:20:32
MacroVoices All-Stars Episode #1 featuring Dr.Pippa Malmgren, Art Berman, Prof. Steve Keen, Julian Brigden, Luke Gromen and Danielle DiMartino Booth.
Apr 30, 2019
MacroVoices Premium - MacroVoices All Stars Episode 1
1:20:32
MacroVoices All-Stars Episode #1 featuring Dr.Pippa Malmgren, Art Berman, Prof. Steve Keen, Julian Brigden, Luke Gromen and Danielle DiMartino Booth.
Apr 30, 2019
MacroVoices Premium - MacroVoices All Stars Episode 1
01:20:32
MacroVoices All-Stars Episode #1 featuring Dr.Pippa Malmgren, Art Berman, Prof. Steve Keen, Julian Brigden, Luke Gromen and Danielle DiMartino Booth.
Apr 30, 2019
Dr. Lacy Hunt: U.S. Economy will continue to decline for the balance of 2019
1:15:58
Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to MacroVoices. Erik and Dr.Hunt discuss overall outlook on the US and the global economy, synchronized global downturn and risks of a recession, how debt induced weakness is undermining growth rate, destabilization of the global monetary system, and perspectives on Modern Monetary Theory
Apr 25, 2019
Dr. Lacy Hunt: U.S. Economy will continue to decline for the balance of 2019
1:15:58
Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to MacroVoices. Erik and Dr.Hunt discuss overall outlook on the US and the global economy, synchronized global downturn and risks of a recession, how debt induced weakness is undermining growth rate, destabilization of the global monetary system, and perspectives on Modern Monetary Theory
Apr 25, 2019
Dr. Lacy Hunt: U.S. Economy will continue to decline for the balance of 2019
01:15:58
Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to MacroVoices. Erik and Dr.Hunt discuss overall outlook on the US and the global economy, synchronized global downturn and risks of a recession, how debt induced weakness is undermining growth rate, destabilization of the global monetary system, and perspectives on Modern Monetary Theory
Apr 25, 2019
Jeff Snider: Eurodollar System Overview
1:21:38
Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss the history of Eurodollar, Eurodollar as global reserve currency, and how the global economy and the global financial system depend on the Eurodollar system. They also discuss the breakdown of Eurodollar system, the Great Global Monetary Crisis and the effect the Eurodollar squeeze has on the global system.
Apr 18, 2019
Jeff Snider: Eurodollar System Overview
1:21:38