Hedge Fund Manager Erik Townsend

Macro Voices

The Internet’s Premier Weekly Financial Podcast
Macro Voices

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

Link: www.macrovoices.com/

Categories

Business

Episodes

All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!

Nov 13, 2019 15:34

Description:

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

Link: http://bit.ly/2qSMRje

All-Stars #76 Juliette Declercq: Equity rally set to continue

Nov 11, 2019 17:04

Description:

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

MacroVoices #192 Keith McCullough : Inflation Accelerating

Nov 7, 2019 01:32:33

Description:

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

All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest

Nov 4, 2019 32:57

Description:

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

MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!

Oct 31, 2019 01:06:07

Description:

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

All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!

Oct 28, 2019 14:27

Description:

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

MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system

Oct 24, 2019 01:12:08

Description:

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

All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update

Oct 22, 2019 14:19

Description:

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 

All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation

Oct 21, 2019 25:59

Description:

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

MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits

Oct 17, 2019 01:24:06

Description:

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

All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE

Oct 16, 2019 13:35

Description:

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

All-Stars #70 Luke Gromen: The official narrative just FAILED!

Oct 15, 2019 18:54

Description:

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

All-Stars #69 Louis-Vincent Gave: Rangebound Markets

Oct 11, 2019 21:15

Description:

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

MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges

Oct 10, 2019 01:18:50

Description:

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

All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data

Oct 9, 2019 20:25

Description:

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

All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios

Oct 8, 2019 27:16

Description:

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

All-Stars #66 Juliette Declercq: Break or Bounce time is here!

Oct 7, 2019 17:11

Description:

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

MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance

Oct 3, 2019 01:14:58

Description:

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

All-Stars #65 Luke Gromen: The Narrative Failure is upon us!

Oct 2, 2019 24:56

Description:

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

All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb

Sep 30, 2019 22:44

Description:

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

All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one

Sep 27, 2019 11:59

Description:

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

MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk

Sep 26, 2019 01:11:04

Description:

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

Energy Week #17: In the aftermath of Abqaiq

Sep 26, 2019 01:04:57

Description:

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

All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means

Sep 25, 2019 13:05

Description:

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

All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!

Sep 24, 2019 22:32

Description:

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

All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup

Sep 23, 2019 35:52

Description:

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

Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview

Sep 20, 2019 24:57

Description:

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

MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating

Sep 19, 2019 01:05:18

Description:

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

Energy Week #16: Abqaiq Processing Facility Attacks and their consequences

Sep 19, 2019 55:37

Description:

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

All-Stars #59 Julian Brigden: Can the Fed still save us from recession?

Sep 18, 2019 15:45

Description:

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

All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next

Sep 17, 2019 32:09

Description:

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

All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth

Sep 16, 2019 18:03

Description:

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

All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth

Sep 16, 2019 18:04

Description:

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

MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System

Sep 13, 2019 52:40

Description:

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

MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified

Sep 12, 2019 1:33:41

Description:

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

All-Stars #56 Dr. Anas Alhajji: Oil Market Update (in lieu of ENERGY WEEK)

Sep 11, 2019 27:51

Description:

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

All-Stars #55 Danielle DiMartino-Booth: Jay Powell’s exuberance over U.S. economy is unfounded!

Sep 11, 2019 19:10

Description:

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

All-Stars #54 Prof. Steve Keen: China’s move to lower RRR and what it means

Sep 10, 2019 15:59

Description:

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

All-Stars #53 Juliette Declercq: What to expect from the ECB on Thursday

Sep 9, 2019 16:49

Description:

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

MacroVoices Spotlight #1 Niels Kaastrup-Larsen: Algorithmic Trading & Trend Following

Sep 6, 2019 59:09

Description:

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

MacroVoices #183 Grant Williams: Gold’s rise has just begun

Sep 5, 2019 1:26:53

Description:

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.

All-Stars #52 Brent Johnson: Dollar breakout set to continue higher

Sep 4, 2019 23:41

Description:

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

All-Stars #51 Luke Gromen: USD faces day of reckoning when it becomes clear Fed will have to monetize gov’t deficits

Sep 3, 2019 23:49

Description:

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

MacroVoices #182 Summer Special Part 2: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

Aug 29, 2019 1:01:21

Description:

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

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 about CBDCs generally

Aug 28, 2019 32:07

Description:

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

All-Stars #49 Jeff Snider: Yield curves don’t lie. But central bankers sometimes do.

Aug 26, 2019 27:38

Description:

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

New MacroVoices 2 Part Video Series - Digital Currency Revolution

Aug 25, 2019 2:20

Description:

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.

MacroVoices Video Podcast Introduction

Aug 25, 2019 3:37

Description:

Erik Townsend introduces the new MacroVoices Video Feed and explains our plan for publishing full-length video podcasts.

MacroVoices #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

Aug 22, 2019 58:53

Description:

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

All-Stars #48 Dr. Pippa Malmgren: It’s not really 1929. Don’t panic.

Aug 21, 2019 27:27

Description:

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

All-Stars #47 Luke Gromen: It’s not Stocks or Bonds but the USD that is the “odd man out”

Aug 19, 2019 30:01

Description:

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

All-Stars #46 Prof. Steve Keen: Yield curve inversion, recession & private debt

Aug 16, 2019 12:36

Description:

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

MacroVoices #180 Daniel Lacalle: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.

Aug 15, 2019 1:21:49

Description:

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

Energy Week #15: Trade wars, demand outlook, and Saudi Aramco IPO. Panel Alhajji/McMonigle/Chigrl

Aug 14, 2019 43:36

Description:

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

All-Stars #45 Louis-Vincent Gave: Hong Kong, Gold, Bond Yieds, & Stocks

Aug 13, 2019 21:10

Description:

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

All-Stars #44 Jeffrey Snider: The real story on the Chinese Yuan devaluation

Aug 12, 2019 28:07

Description:

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

All-Stars #43 Luke Gromen: Central Banks Ditch Gold-Buying Agreement (But keep buying gold)

Aug 9, 2019 17:09

Description:

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

MacroVoices #179 Ronald-Peter Stöferle: Gold/Precious Metals Special

Aug 8, 2019 1:25:36

Description:

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.

Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More!

Aug 8, 2019 1:04:01

Description:

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

Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More! Hemsworth/Berman/Cook

Aug 7, 2019

Description:

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

All-Stars #42 Brent Johnson: Still bullish the USD

Aug 6, 2019

Description:

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

All-Stars #41 Juliette Declercq: Powell should be fired!

Aug 5, 2019

Description:

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

Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team

Aug 4, 2019 1:04:59

Description:

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

All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon

Aug 2, 2019 18:26

Description:

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

MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices

Aug 1, 2019

Description:

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

MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices

Aug 1, 2019

Description:

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

Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart

Aug 1, 2019

Description:

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.

Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart

Aug 1, 2019

Description:

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.

All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER

Jul 30, 2019 28:05

Description:

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

All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER

Jul 30, 2019 28:05

Description:

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

All-Stars #38 Danielle DiMartino-Booth: FOMC Preview

Jul 29, 2019

Description:

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

All-Stars #38 Danielle DiMartino-Booth: FOMC Preview

Jul 29, 2019

Description:

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

All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine

Jul 26, 2019 28:44

Description:

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

All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine

Jul 26, 2019 28:44

Description:

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

All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine

Jul 26, 2019 28:44

Description:

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

MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?

Jul 25, 2019 1:09:37

Description:

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”

MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?

Jul 25, 2019 1:09:37

Description:

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”

MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?

Jul 25, 2019 1:09:37

Description:

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”

Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook

Jul 24, 2019 58:51

Description:

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

Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook

Jul 24, 2019 58:51

Description:

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

Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook

Jul 24, 2019 58:51

Description:

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

All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook

Jul 23, 2019 22:26

Description:

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

All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook

Jul 23, 2019 22:26

Description:

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

All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook

Jul 23, 2019 22:26

Description:

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

All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up

Jul 22, 2019 20:34

Description:

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

All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up

Jul 22, 2019 20:34

Description:

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

All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up

Jul 22, 2019 20:34

Description:

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

All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut

Jul 19, 2019 19:02

Description:

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

All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut

Jul 19, 2019 19:02

Description:

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

All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut

Jul 19, 2019 19:02

Description:

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

MacroVoices #176 Jim Rickards on his new book, Aftermath

Jul 18, 2019 1:18:46

Description:

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

MacroVoices #176 Jim Rickards on his new book, Aftermath

Jul 18, 2019 1:18:46

Description:

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

MacroVoices #176 Jim Rickards on his new book, Aftermath

Jul 18, 2019 1:18:46

Description:

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

Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle

Jul 18, 2019 55:05

Description:

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

Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle

Jul 18, 2019 55:05

Description:

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

Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle

Jul 18, 2019 55:05

Description:

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

MacroVoices Video - Digital Currency Revolution: Outlook and Update

Jul 17, 2019 42:01

Description:

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

MacroVoices Video - Digital Currency Revolution: Outlook and Update

Jul 17, 2019 42:01

Description:

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

MacroVoices Video - Digital Currency Revolution: Outlook and Update

Jul 17, 2019 41:57

Description:

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

All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted

Jul 16, 2019 26:06

Description:

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

All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted

Jul 16, 2019 26:06

Description:

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

All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted

Jul 16, 2019 26:06

Description:

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

All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER

Jul 15, 2019 31:05

Description:

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.

All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER

Jul 15, 2019 31:05

Description:

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.

All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER

Jul 15, 2019 31:05

Description:

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.

Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq

Jul 12, 2019

Description:

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

Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq

Jul 12, 2019

Description:

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

Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq

Jul 12, 2019

Description:

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

All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar

Jul 12, 2019 13:12

Description:

All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C

All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar

Jul 12, 2019 13:12

Description:

All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C

All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar

Jul 12, 2019 13:12

Description:

All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C

MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs

Jul 11, 2019 1:28:20

Description:

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

MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs

Jul 11, 2019 1:28:20

Description:

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

MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs

Jul 11, 2019 1:28:20

Description:

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

Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman

Jul 11, 2019 47:59

Description:

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

Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman

Jul 11, 2019 47:59

Description:

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

Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman

Jul 11, 2019 47:59

Description:

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

All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze

Jul 10, 2019 15:59

Description:

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

All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze

Jul 10, 2019 15:59

Description:

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

All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze

Jul 10, 2019 15:59

Description:

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

All-Stars #29 Brent Johnson: Still not chasing Gold at these levels

Jul 9, 2019 25:06

Description:

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

All-Stars #29 Brent Johnson: Still not chasing Gold at these levels

Jul 9, 2019 25:06

Description:

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

All-Stars #29 Brent Johnson: Still not chasing Gold at these levels

Jul 9, 2019 25:06

Description:

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

All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt

Jul 8, 2019 19:12

Description:

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

All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt

Jul 8, 2019 19:12

Description:

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

All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt

Jul 8, 2019 19:12

Description:

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

All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security

Jul 5, 2019 25:03

Description:

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

All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security

Jul 5, 2019 25:03

Description:

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

All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security

Jul 5, 2019 25:03

Description:

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

MacroVoices #174 John Netto: Gold will hit $1500 this month

Jul 4, 2019 1:15:08

Description:

 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

MacroVoices #174 John Netto: Gold will hit $1500 this month

Jul 4, 2019 1:15:08

Description:

 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

MacroVoices #174 John Netto: Gold will hit $1500 this month

Jul 4, 2019 1:15:08

Description:

 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

All-Stars #26 Juliette Declercq: Should lawyers be in charge of Central Banks?

Jul 4, 2019 11:13

Description:

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…

All-Stars #26 Juliette Declercq: Should lawyers be in charge of Central Banks?

Jul 4, 2019 11:13

Description:

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…

All-Stars #26 Juliette Declercq: Should lawyers be in charge of Central Banks?

Jul 4, 2019 11:13

Description:

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…

Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. Panel Hansen/Cook

Jul 4, 2019 1:01:24

Description:

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.

Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. Panel Hansen/Cook

Jul 4, 2019 1:01:24

Description:

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.

Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. Panel Hansen/Cook

Jul 4, 2019 1:01:24

Description:

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.

All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown

Jul 3, 2019 14:03

Description:

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

All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown

Jul 3, 2019 14:03

Description:

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

All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown

Jul 3, 2019 14:03

Description:

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

All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!

Jul 2, 2019 15:06

Description:

All-Star Professor Steve Keen debunks mainstream economists failure to consider Credit as a determinant of aggregate demand

All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!

Jul 2, 2019 15:06

Description:

All-Star Professor Steve Keen debunks mainstream economists failure to consider Credit as a determinant of aggregate demand

All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!

Jul 2, 2019 15:06

Description:

All-Star Professor Steve Keen debunks mainstream economists failure to consider Credit as a determinant of aggregate demand

All-Stars #23 Jeff Snider: Rate cuts are coming!

Jul 1, 2019 17:07

Description:

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.

All-Stars #23 Jeff Snider: Rate cuts are coming!

Jul 1, 2019 17:07

Description:

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.

All-Stars #23 Jeff Snider: Rate cuts are coming!

Jul 1, 2019 17:07

Description:

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.

All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up

Jun 28, 2019 16:21

Description:

All-Star Luke Gromen says the long gold, long bitcoin, short U.S. Dollar trade is just getting started.

All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up

Jun 28, 2019 16:21

Description:

All-Star Luke Gromen says the long gold, long bitcoin, short U.S. Dollar trade is just getting started.

All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up

Jun 28, 2019 16:21

Description:

All-Star Luke Gromen says the long gold, long bitcoin, short U.S. Dollar trade is just getting started.

MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!

Jun 27, 2019 1:45:39

Description:

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.

MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!

Jun 27, 2019 1:45:39

Description:

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.

MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!

Jun 27, 2019 1:45:39

Description:

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.

Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji

Jun 27, 2019 57:05

Description:

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.

Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji

Jun 27, 2019 57:05

Description:

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.

Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji

Jun 27, 2019 57:05

Description:

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.

All-Stars #21 Julian Brigden: Trump, Trade & the Middle East

Jun 25, 2019 17:26

Description:

All-star Julian Brigden opines on the China-U.S. trade negotiations, middle-east geopolitical tensions, and much more.

All-Stars #21 Julian Brigden: Trump, Trade & the Middle East

Jun 25, 2019 17:26

Description:

All-star Julian Brigden opines on the China-U.S. trade negotiations, middle-east geopolitical tensions, and much more.

All-Stars #21 Julian Brigden: Trump, Trade & the Middle East

Jun 25, 2019 17:26

Description:

All-star Julian Brigden opines on the China-U.S. trade negotiations, middle-east geopolitical tensions, and much more.

All-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan Outlook

Jun 21, 2019 17:10

Description:

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

All-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan Outlook

Jun 21, 2019 17:10

Description:

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

All-Stars #20 Louis-Vincent Gave: Hong Kong Protests & Chinese Yuan Outlook

Jun 21, 2019 17:10

Description:

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

MacroVoices #172 Greg Weldon: Translating Fed policy to Commodity Price Outlook

Jun 20, 2019 1:25:23

Description:

 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.

MacroVoices #172 Greg Weldon: Translating Fed policy to Commodity Price Outlook

Jun 20, 2019 1:25:23

Description:

 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.

MacroVoices #172 Greg Weldon: Translating Fed policy to Commodity Price Outlook

Jun 20, 2019 1:25:23

Description:

 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.

Energy Week #7: Tanker attacks, OPEC+, G20, Fed Policy. McMonigle/Hemsworth/Alhajji

Jun 20, 2019 51:15

Description:

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.

Energy Week #7: Tanker attacks, OPEC+, G20, Fed Policy. McMonigle/Hemsworth/Alhajji

Jun 20, 2019 51:15

Description:

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.

Energy Week #7: Tanker attacks, OPEC+, G20, Fed Policy. McMonigle/Hemsworth/Alhajji

Jun 20, 2019 51:15

Description:

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.

All-Stars #19 Prof. Steve Keen: Risks to Sweden and Nordic Economies

Jun 18, 2019 10:37

Description:

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.

All-Stars #19 Prof. Steve Keen: Risks to Sweden and Nordic Economies

Jun 18, 2019 10:37

Description:

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.

All-Stars #19 Prof. Steve Keen: Risks to Sweden and Nordic Economies

Jun 18, 2019 10:37

Description:

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.

All-Stars #18 Juliette Declercq: When will the Fed cut rates?

Jun 17, 2019 14:06

Description:

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. 

All-Stars #18 Juliette Declercq: When will the Fed cut rates?

Jun 17, 2019 14:06

Description:

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. 

All-Stars #18 Juliette Declercq: When will the Fed cut rates?

Jun 17, 2019 14:06

Description:

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. 

All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!

Jun 14, 2019 18:12

Description:

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!

All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!

Jun 14, 2019 18:12

Description:

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!

All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!

Jun 14, 2019 18:12

Description:

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!

MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites

Jun 13, 2019 1:27:27

Description:

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.

MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites

Jun 13, 2019 1:27:27

Description:

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.

MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites

Jun 13, 2019 1:27:27

Description:

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.

Energy Week: Natural gas backwardation in mid-summer?

Jun 13, 2019 59:19

Description:

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.

Energy Week: Natural gas backwardation in mid-summer?

Jun 13, 2019 59:19

Description:

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.

Energy Week: Natural gas backwardation in mid-summer?

Jun 13, 2019 59:19

Description:

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.

All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view

Jun 11, 2019 13:21

Description:

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.

All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view

Jun 11, 2019 13:21

Description:

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.

All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view

Jun 11, 2019 13:21

Description:

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.

All-Star Luke Gromen: The USD-centric system is slowly losing ground

Jun 10, 2019 15:14

Description:

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.

All-Star Luke Gromen: The USD-centric system is slowly losing ground

Jun 10, 2019 15:14

Description:

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.

All-Star Luke Gromen: The USD-centric system is slowly losing ground

Jun 10, 2019 15:14

Description:

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.

All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!

Jun 7, 2019 22:32

Description:

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.

All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!

Jun 7, 2019 22:32

Description:

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.

All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!

Jun 7, 2019 22:32

Description:

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.

Brent Johnson: A big dollar rally could drag stocks higher with it

Jun 6, 2019 1:24:12

Description:

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.

Brent Johnson: A big dollar rally could drag stocks higher with it

Jun 6, 2019 1:24:12

Description:

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.

Brent Johnson: A big dollar rally could drag stocks higher with it

Jun 6, 2019 1:24:12

Description:

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.

Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart

Jun 6, 2019 53:35

Description:

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.

Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart

Jun 6, 2019 53:35

Description:

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.

Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart

Jun 6, 2019 53:35

Description:

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.

Inside the Investment Committee: The 2016 big short in fixed income

Jun 4, 2019 1:02:27

Description:

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.

Inside the Investment Committee: The 2016 big short in fixed income

Jun 4, 2019 1:02:27

Description:

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.

Inside the Investment Committee: The 2016 big short in fixed income

Jun 4, 2019 1:02:27

Description:

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.

All-Star Julian Brigden: The Fed needs to ease

Jun 4, 2019 20:30

Description:

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

All-Star Julian Brigden: The Fed needs to ease

Jun 4, 2019 20:30

Description:

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

All-Star Julian Brigden: The Fed needs to ease

Jun 4, 2019 20:30

Description:

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

All-Star Steve Keen: Debunking the fake climate science of William Nordhause

Jun 3, 2019 23:45

Description:

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.

All-Star Steve Keen: Debunking the fake climate science of William Nordhause

Jun 3, 2019 23:45

Description:

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.

All-Star Steve Keen: Debunking the fake climate science of William Nordhause

Jun 3, 2019 23:45

Description:

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.

All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage

May 31, 2019 21:15

Description:

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.

All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage

May 31, 2019 21:15

Description:

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.

All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage

May 31, 2019 21:15

Description:

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.

Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle

May 30, 2019 1:19:40

Description:

 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.

Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle

May 30, 2019 1:19:40

Description:

 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.

Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle

May 30, 2019 1:19:40

Description:

 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.

Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)

May 30, 2019 52:06

Description:

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.

Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)

May 30, 2019 52:06

Description:

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.

Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)

May 30, 2019 52:06

Description:

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.

All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here

May 29, 2019 14:23

Description:

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.

All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here

May 29, 2019 14:23

Description:

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.

All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here

May 29, 2019 14:23

Description:

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.

All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!

May 28, 2019 20:55

Description:

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.

All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!

May 28, 2019 20:55

Description:

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.

All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!

May 28, 2019 20:55

Description:

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.

All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!

May 24, 2019 19:33

Description:

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

All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!

May 24, 2019 19:33

Description:

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

All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!

May 24, 2019 19:33

Description:

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

John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.

May 23, 2019 1:23:16

Description:

 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.

John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.

May 23, 2019 1:23:16

Description:

 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.

John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.

May 23, 2019 1:23:16

Description:

 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.

ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.

May 23, 2019 51:03

Description:

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.

ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.

May 23, 2019 51:03

Description:

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.

ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.

May 23, 2019 51:03

Description:

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.

All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom

May 21, 2019 12:43

Description:

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.

All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom

May 21, 2019 12:43

Description:

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.

All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom

May 21, 2019 12:43

Description:

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.

All-Star Juliette Declercq on Populism

May 20, 2019 14:55

Description:

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.

All-Star Juliette Declercq on Populism

May 20, 2019 14:55

Description:

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.

All-Star Juliette Declercq on Populism

May 20, 2019 14:55

Description:

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.

All-Star Brent Johnson: Much higher stock prices possible

May 17, 2019 15:59

Description:

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.

All-Star Brent Johnson: Much higher stock prices possible

May 17, 2019 15:59

Description:

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.

All-Star Brent Johnson: Much higher stock prices possible

May 17, 2019 15:59

Description:

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.

Simon White: U.S. Dollar in the Crosshairs

May 16, 2019 1:14:25

Description:

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.

Simon White: U.S. Dollar in the Crosshairs

May 16, 2019 1:14:25

Description:

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.

Simon White: U.S. Dollar in the Crosshairs

May 16, 2019 1:14:25

Description:

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.

ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)

May 16, 2019 49:08

Description:

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.

ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)

May 16, 2019 49:08

Description:

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.

ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)

May 16, 2019 49:08

Description:

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.

MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW!

May 15, 2019 13:56

Description:

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.

MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW!

May 15, 2019 13:56

Description:

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.

MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW!

May 15, 2019 13:56

Description:

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.

MacroVoices All-Star Danielle DiMartino-Booth: Jay Powell is The Grinch who Stole Liquidity

May 14, 2019 12:23

Description:

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"

MacroVoices All-Star Danielle DiMartino-Booth: Jay Powell is The Grinch who Stole Liquidity

May 14, 2019 12:23

Description:

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"

MacroVoices All-Star Danielle DiMartino-Booth: Jay Powell is The Grinch who Stole Liquidity

May 14, 2019 12:23

Description:

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"

MacroVoices All Stars : with Luke Gromen

May 13, 2019 12:06

Description:

On today's episode of MacroVoices All Stars, Luke Gromen joins our host Erik Townsend to discuss the trade war between US and China

MacroVoices All Stars : with Luke Gromen

May 13, 2019 12:06

Description:

On today's episode of MacroVoices All Stars, Luke Gromen joins our host Erik Townsend to discuss the trade war between US and China

MacroVoices All Stars : with Luke Gromen

May 13, 2019 12:06

Description:

On today's episode of MacroVoices All Stars, Luke Gromen joins our host Erik Townsend to discuss the trade war between US and China

Charlie McElligott: The opportunity will be found selling puts. But not yet!

May 9, 2019 1:21:46

Description:

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.

Charlie McElligott: The opportunity will be found selling puts. But not yet!

May 9, 2019 1:21:46

Description:

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.

Charlie McElligott: The opportunity will be found selling puts. But not yet!

May 9, 2019 1:21:46

Description:

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.

ENERGY WEEK: Crude oil glut or crisis & Crude Quality Matters. Panel: Berman/Alhajji/Hemsworth

May 9, 2019 1:00:33

Description:

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.

ENERGY WEEK: Crude oil glut or crisis & Crude Quality Matters. Panel: Berman/Alhajji/Hemsworth

May 9, 2019 1:00:33

Description:

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.

ENERGY WEEK: Crude oil glut or crisis & Crude Quality Matters. Panel: Berman/Alhajji/Hemsworth

May 9, 2019 1:00:33

Description:

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.

Juliette Declercq: Questioning the Fed’s ability to service its inflation mandate

May 2, 2019 1:29:20

Description:

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.

Juliette Declercq: Questioning the Fed’s ability to service its inflation mandate

May 2, 2019 1:29:20

Description:

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.

Juliette Declercq: Questioning the Fed’s ability to service its inflation mandate

May 2, 2019 1:29:20

Description:

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.

MacroVoices Premium - HOT TOPIC: Louis-Vincent Gave Rebuts Kyle Bass’ Investor Letter questioning Hong Kong’s relevance

May 1, 2019 38:37

Description:

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.

MacroVoices Premium - HOT TOPIC: Louis-Vincent Gave Rebuts Kyle Bass’ Investor Letter questioning Hong Kong’s relevance

May 1, 2019 38:37

Description:

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.

MacroVoices Premium - HOT TOPIC: Louis-Vincent Gave Rebuts Kyle Bass’ Investor Letter questioning Hong Kong’s relevance

May 1, 2019 38:37

Description:

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.

MacroVoices Premium - MacroVoices All Stars Episode 1

Apr 30, 2019 1:20:32

Description:

MacroVoices All-Stars Episode #1 featuring Dr.Pippa Malmgren, Art Berman, Prof. Steve Keen, Julian Brigden, Luke Gromen and Danielle DiMartino Booth.

MacroVoices Premium - MacroVoices All Stars Episode 1

Apr 30, 2019 1:20:32

Description:

MacroVoices All-Stars Episode #1 featuring Dr.Pippa Malmgren, Art Berman, Prof. Steve Keen, Julian Brigden, Luke Gromen and Danielle DiMartino Booth.

MacroVoices Premium - MacroVoices All Stars Episode 1

Apr 30, 2019 1:20:32

Description:

MacroVoices All-Stars Episode #1 featuring Dr.Pippa Malmgren, Art Berman, Prof. Steve Keen, Julian Brigden, Luke Gromen and Danielle DiMartino Booth.

Dr. Lacy Hunt: U.S. Economy will continue to decline for the balance of 2019

Apr 25, 2019 1:15:58

Description:

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

Dr. Lacy Hunt: U.S. Economy will continue to decline for the balance of 2019

Apr 25, 2019 1:15:58

Description:

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

Dr. Lacy Hunt: U.S. Economy will continue to decline for the balance of 2019

Apr 25, 2019 1:15:58

Description:

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

Jeff Snider: Eurodollar System Overview

Apr 18, 2019 1:21:38

Description:

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.

Jeff Snider: Eurodollar System Overview

Apr 18, 2019 1:21:38

Description:

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.

Jeff Snider: Eurodollar System Overview

Apr 18, 2019 1:21:38

Description:

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.

Prof. Steve Keen: Dollar reserve currency status—blessing or curse?

Apr 11, 2019 1:23:12

Description:

Erik Townsend and Patrick Ceresna welcome Prof. Steve Keen to MacroVoices. Erik and Steve discuss possible benefits to US if the dollar loses its reserve currency status, its impacts on international trades and deindustrialization of US, and possible fiscal crisis and the increase of US Treasury Yields. They also touch on consequences of decrease in demand for US dollar, runaway inflation and runaway trade deficit, risks and opportunities of MMT.

Prof. Steve Keen: Dollar reserve currency status—blessing or curse?

Apr 11, 2019 1:23:12

Description:

Erik Townsend and Patrick Ceresna welcome Prof. Steve Keen to MacroVoices. Erik and Steve discuss possible benefits to US if the dollar loses its reserve currency status, its impacts on international trades and deindustrialization of US, and possible fiscal crisis and the increase of US Treasury Yields. They also touch on consequences of decrease in demand for US dollar, runaway inflation and runaway trade deficit, risks and opportunities of MMT.

Prof. Steve Keen: Dollar reserve currency status—blessing or curse?

Apr 11, 2019 1:23:12

Description:

Erik Townsend and Patrick Ceresna welcome Prof. Steve Keen to MacroVoices. Erik and Steve discuss possible benefits to US if the dollar loses its reserve currency status, its impacts on international trades and deindustrialization of US, and possible fiscal crisis and the increase of US Treasury Yields. They also touch on consequences of decrease in demand for US dollar, runaway inflation and runaway trade deficit, risks and opportunities of MMT.

Neil Howe: Super-bullish the U.S.A. in the 2030s. But between now and then…

Apr 4, 2019 1:15:02

Description:

Erik Townsend and Patrick Ceresna welcome Neil Howe to MacroVoices. Erik and Neil discuss how the Fourth Turning is unfolding, what is in store for the second half of the fourth turning and how the cycle climax’s at the end. The touch on employment, late-cycle dynamics, trends in real GDP and what demographic trends suggest for the long-term future.

Neil Howe: Super-bullish the U.S.A. in the 2030s. But between now and then…

Apr 4, 2019 1:15:02

Description:

Erik Townsend and Patrick Ceresna welcome Neil Howe to MacroVoices. Erik and Neil discuss how the Fourth Turning is unfolding, what is in store for the second half of the fourth turning and how the cycle climax’s at the end. The touch on employment, late-cycle dynamics, trends in real GDP and what demographic trends suggest for the long-term future.

Neil Howe: Super-bullish the U.S.A. in the 2030s. But between now and then…

Apr 4, 2019 1:15:02

Description:

Erik Townsend and Patrick Ceresna welcome Neil Howe to MacroVoices. Erik and Neil discuss how the Fourth Turning is unfolding, what is in store for the second half of the fourth turning and how the cycle climax’s at the end. The touch on employment, late-cycle dynamics, trends in real GDP and what demographic trends suggest for the long-term future.

Eric Peters: The biggest risk is the Central Banks’ inability to spur Growth & Inflation

Mar 28, 2019 1:06:43

Description:

Erik Townsend and Patrick Ceresna welcome Eric Peters back to MacroVoices. Erik and Eric discuss equity markets, volatility, treasury bonds and the biggest risks in the markets today. During the post game, Juliette Declercq joins the conversation to discuss her Financial Repression Theme.

Eric Peters: The biggest risk is the Central Banks’ inability to spur Growth & Inflation

Mar 28, 2019 1:06:43

Description:

Erik Townsend and Patrick Ceresna welcome Eric Peters back to MacroVoices. Erik and Eric discuss equity markets, volatility, treasury bonds and the biggest risks in the markets today. During the post game, Juliette Declercq joins the conversation to discuss her Financial Repression Theme.

Eric Peters: The biggest risk is the Central Banks’ inability to spur Growth & Inflation

Mar 28, 2019 1:06:43

Description:

Erik Townsend and Patrick Ceresna welcome Eric Peters back to MacroVoices. Erik and Eric discuss equity markets, volatility, treasury bonds and the biggest risks in the markets today. During the post game, Juliette Declercq joins the conversation to discuss her Financial Repression Theme.

David Rosenberg: stocks, yields headed lower

Mar 21, 2019 1:12:03

Description:

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and Dave discuss the FOMC policy shift, market topping formation and ask if we are headed for an earnings recession. They further discuss treasury bonds and what is in store for the corporate bond markets. They leave things off by discussing modern monetary theory, helicopter money and Ben Bernanke’s playbook from 2002.

David Rosenberg: stocks, yields headed lower

Mar 21, 2019 1:12:03

Description:

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and Dave discuss the FOMC policy shift, market topping formation and ask if we are headed for an earnings recession. They further discuss treasury bonds and what is in store for the corporate bond markets. They leave things off by discussing modern monetary theory, helicopter money and Ben Bernanke’s playbook from 2002.

David Rosenberg: stocks, yields headed lower

Mar 21, 2019 1:12:03

Description:

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and Dave discuss the FOMC policy shift, market topping formation and ask if we are headed for an earnings recession. They further discuss treasury bonds and what is in store for the corporate bond markets. They leave things off by discussing modern monetary theory, helicopter money and Ben Bernanke’s playbook from 2002.

Art Berman: The world is still over-supplied with oil

Mar 14, 2019 1:31:47

Description:

Erik Townsend and Patrick Ceresna welcome Art Berman back to MacroVoices. Erik and Art ask the question was the oil price collapse more than just a correction? The look at world production surplus for 2019-2020, U.S. oil production and ask if OPEC matters anymore. The further look at trends in world liquid production, perspectives on the Brent and WTI curves and ask why is Brent trading at a premium to WTI.

Art Berman: The world is still over-supplied with oil

Mar 14, 2019 1:31:47

Description:

Erik Townsend and Patrick Ceresna welcome Art Berman back to MacroVoices. Erik and Art ask the question was the oil price collapse more than just a correction? The look at world production surplus for 2019-2020, U.S. oil production and ask if OPEC matters anymore. The further look at trends in world liquid production, perspectives on the Brent and WTI curves and ask why is Brent trading at a premium to WTI.

Art Berman: The world is still over-supplied with oil

Mar 14, 2019 1:31:47

Description:

Erik Townsend and Patrick Ceresna welcome Art Berman back to MacroVoices. Erik and Art ask the question was the oil price collapse more than just a correction? The look at world production surplus for 2019-2020, U.S. oil production and ask if OPEC matters anymore. The further look at trends in world liquid production, perspectives on the Brent and WTI curves and ask why is Brent trading at a premium to WTI.

Barry Ritholtz: Quantitative tightening is not a good reason to be bearish

Mar 7, 2019 1:24:07

Description:

Erik Townsend and Patrick Ceresna welcome Barry Ritholtz to MacroVoices. Erik and Barry start by defining bull and bear markets and discuss the bullish case for equities. They proceed to discuss the U.S Dollar, interest rate trends, junk bonds and the China credit risks. They then take a deep dive into populism, the growing trends in socialism, crony capitalism and what is wrong with MMT. Special post game guest Charlie McElligott.

Barry Ritholtz: Quantitative tightening is not a good reason to be bearish

Mar 7, 2019 1:24:07

Description:

Erik Townsend and Patrick Ceresna welcome Barry Ritholtz to MacroVoices. Erik and Barry start by defining bull and bear markets and discuss the bullish case for equities. They proceed to discuss the U.S Dollar, interest rate trends, junk bonds and the China credit risks. They then take a deep dive into populism, the growing trends in socialism, crony capitalism and what is wrong with MMT. Special post game guest Charlie McElligott.

Barry Ritholtz: Quantitative tightening is not a good reason to be bearish

Mar 7, 2019 1:24:07

Description:

Erik Townsend and Patrick Ceresna welcome Barry Ritholtz to MacroVoices. Erik and Barry start by defining bull and bear markets and discuss the bullish case for equities. They proceed to discuss the U.S Dollar, interest rate trends, junk bonds and the China credit risks. They then take a deep dive into populism, the growing trends in socialism, crony capitalism and what is wrong with MMT. Special post game guest Charlie McElligott.

Dr. Pippa Malmgren: Donald Trump never expected to win. He ran for President to pursue an ulterior motive.

Mar 1, 2019 1:27:14

Description:

Erik Townsend and Patrick Ceresna welcome back Pippa Malmgren to MacroVoices. Erik and Pippa discuss the U.S./China trade war, the Korean peninsula and the China South Sea. They move on to discuss the future of Donald Trump, China/Russia relations and the future of hypersonic warfare. They wrap up talking about socialism, populism, surveillance capitalism and the outlook for the equity markets.

Dr. Pippa Malmgren: Donald Trump never expected to win. He ran for President to pursue an ulterior motive.

Mar 1, 2019 1:27:14

Description:

Erik Townsend and Patrick Ceresna welcome back Pippa Malmgren to MacroVoices. Erik and Pippa discuss the U.S./China trade war, the Korean peninsula and the China South Sea. They move on to discuss the future of Donald Trump, China/Russia relations and the future of hypersonic warfare. They wrap up talking about socialism, populism, surveillance capitalism and the outlook for the equity markets.

Dr. Pippa Malmgren: Donald Trump never expected to win. He ran for President to pursue an ulterior motive.

Mar 1, 2019 1:27:14

Description:

Erik Townsend and Patrick Ceresna welcome back Pippa Malmgren to MacroVoices. Erik and Pippa discuss the U.S./China trade war, the Korean peninsula and the China South Sea. They move on to discuss the future of Donald Trump, China/Russia relations and the future of hypersonic warfare. They wrap up talking about socialism, populism, surveillance capitalism and the outlook for the equity markets.

Luke Gromen: The “Dollar End Game” has already begun!

Feb 22, 2019 1:22:30

Description:

Erik Townsend and Patrick Ceresna welcome back Luke Gromen to MacroVoices. Erik and Luke discuss the underlying motives & timing of the dollar and the particulars of oil, Petrodollar, and global Treasury Holdings. They elaborate on the drivers behind the strong dollar and timing of the dollar endgame. We welcome Brent Johnson to the post game show to discuss the different alternatives to how the dollar end game scenarios play out.

Luke Gromen: The “Dollar End Game” has already begun!

Feb 22, 2019 1:22:30

Description:

Erik Townsend and Patrick Ceresna welcome back Luke Gromen to MacroVoices. Erik and Luke discuss the underlying motives & timing of the dollar and the particulars of oil, Petrodollar, and global Treasury Holdings. They elaborate on the drivers behind the strong dollar and timing of the dollar endgame. We welcome Brent Johnson to the post game show to discuss the different alternatives to how the dollar end game scenarios play out.

Luke Gromen: The “Dollar End Game” has already begun!

Feb 22, 2019 1:22:30

Description:

Erik Townsend and Patrick Ceresna welcome back Luke Gromen to MacroVoices. Erik and Luke discuss the underlying motives & timing of the dollar and the particulars of oil, Petrodollar, and global Treasury Holdings. They elaborate on the drivers behind the strong dollar and timing of the dollar endgame. We welcome Brent Johnson to the post game show to discuss the different alternatives to how the dollar end game scenarios play out.

Francesco Filia: Stock market CRASH entirely possible

Feb 15, 2019 1:19:57

Description:

Erik Townsend and Patrick Ceresna welcome back Francesco Filia to MacroVoices. Erik and Francesco discuss bear markets, complex dynamic systems, and the phase transitions and the twin bubbles. The continue discussing tipping points, crash hallmarks and butterflies. They ask why are the risks now and will treasury bonds going to be the benefactor? The end asking how to play the short side of the markets?

Francesco Filia: Stock market CRASH entirely possible

Feb 15, 2019 1:19:57

Description:

Erik Townsend and Patrick Ceresna welcome back Francesco Filia to MacroVoices. Erik and Francesco discuss bear markets, complex dynamic systems, and the phase transitions and the twin bubbles. The continue discussing tipping points, crash hallmarks and butterflies. They ask why are the risks now and will treasury bonds going to be the benefactor? The end asking how to play the short side of the markets?

Francesco Filia: Stock market CRASH entirely possible

Feb 15, 2019 1:19:57

Description:

Erik Townsend and Patrick Ceresna welcome back Francesco Filia to MacroVoices. Erik and Francesco discuss bear markets, complex dynamic systems, and the phase transitions and the twin bubbles. The continue discussing tipping points, crash hallmarks and butterflies. They ask why are the risks now and will treasury bonds going to be the benefactor? The end asking how to play the short side of the markets?

Alex Gurevich: Interest rate momentum is an excellent predictor of equity market performance

Feb 7, 2019 51:07

Description:

Erik Townsend and Patrick Ceresna welcome back Alex Gurevich to MacroVoices. Erik and Alex discuss the bigger picture outlook on the business cycle, the yield curve, Treasury bonds and the dollar. They further discuss the current quantitative tightening cycle and when the Fed will again begin easing. They then go around the world discussing the global economies in Australia, Canada, China Japan and Europe. The end with a discussion on where is gold heading in the bigger picture and interest rates momentum as a predictor of equity markets.

Alex Gurevich: Interest rate momentum is an excellent predictor of equity market performance

Feb 7, 2019 51:07

Description:

Erik Townsend and Patrick Ceresna welcome back Alex Gurevich to MacroVoices. Erik and Alex discuss the bigger picture outlook on the business cycle, the yield curve, Treasury bonds and the dollar. They further discuss the current quantitative tightening cycle and when the Fed will again begin easing. They then go around the world discussing the global economies in Australia, Canada, China Japan and Europe. The end with a discussion on where is gold heading in the bigger picture and interest rates momentum as a predictor of equity markets.

Alex Gurevich: Interest rate momentum is an excellent predictor of equity market performance

Feb 7, 2019 51:07

Description:

Erik Townsend and Patrick Ceresna welcome back Alex Gurevich to MacroVoices. Erik and Alex discuss the bigger picture outlook on the business cycle, the yield curve, Treasury bonds and the dollar. They further discuss the current quantitative tightening cycle and when the Fed will again begin easing. They then go around the world discussing the global economies in Australia, Canada, China Japan and Europe. The end with a discussion on where is gold heading in the bigger picture and interest rates momentum as a predictor of equity markets.

Grant Williams: The Trouble in Europe Has Only Just Begun

Feb 1, 2019 1:33:58

Description:

Erik Townsend and Patrick Ceresna welcome Grant Williams back to MacroVoices. Erik asks Grant if we in a cyclical bear market and where he feels treasury bond yields are headed next. They discuss tensions between China and Taiwan, the rise of global populism and the future of France and Europe. Grant shares his update on how things are developing on Australian Real Estate and the risks of a recession. They end with touching on gold and the U.S. dollar.

Grant Williams: The Trouble in Europe Has Only Just Begun

Feb 1, 2019 1:33:58

Description:

Erik Townsend and Patrick Ceresna welcome Grant Williams back to MacroVoices. Erik asks Grant if we in a cyclical bear market and where he feels treasury bond yields are headed next. They discuss tensions between China and Taiwan, the rise of global populism and the future of France and Europe. Grant shares his update on how things are developing on Australian Real Estate and the risks of a recession. They end with touching on gold and the U.S. dollar.

Grant Williams: The Trouble in Europe Has Only Just Begun

Feb 1, 2019 1:33:58

Description:

Erik Townsend and Patrick Ceresna welcome Grant Williams back to MacroVoices. Erik asks Grant if we in a cyclical bear market and where he feels treasury bond yields are headed next. They discuss tensions between China and Taiwan, the rise of global populism and the future of France and Europe. Grant shares his update on how things are developing on Australian Real Estate and the risks of a recession. They end with touching on gold and the U.S. dollar.

Russell Napier: PBOC dictating global inflation

Jan 24, 2019 1:04:00

Description:

Erik Townsend and Patrick Ceresna welcome Russell Napier back to MacroVoices. Erik and Patrick discuss treasury bonds, China and the tightening of Chinese monetary policy. They ask which central bank is dictating global inflation, the fed monetary policy and ask if the Fed is out of bullets? They end with an outlook for developed stock markets and ask if the decade long bull market over?

Russell Napier: PBOC dictating global inflation

Jan 24, 2019 1:04:00

Description:

Erik Townsend and Patrick Ceresna welcome Russell Napier back to MacroVoices. Erik and Patrick discuss treasury bonds, China and the tightening of Chinese monetary policy. They ask which central bank is dictating global inflation, the fed monetary policy and ask if the Fed is out of bullets? They end with an outlook for developed stock markets and ask if the decade long bull market over?

Russell Napier: PBOC dictating global inflation

Jan 24, 2019 1:04:00

Description:

Erik Townsend and Patrick Ceresna welcome Russell Napier back to MacroVoices. Erik and Patrick discuss treasury bonds, China and the tightening of Chinese monetary policy. They ask which central bank is dictating global inflation, the fed monetary policy and ask if the Fed is out of bullets? They end with an outlook for developed stock markets and ask if the decade long bull market over?

Charlie McElligott: Fear the Steepener

Jan 16, 2019 1:27:55

Description:

Erik Townsend and Patrick Ceresna welcome Charlie McElligott back to MacroVoices. Erik and Charlie discuss the china credit impulse and PBoC liquidity operations. The discuss if this is a bear market rally or continuation of bull market and fading the Fed’s economic optimism. They update CTA positioning across asset classes and positioning in risk parity funds. They finally end with a conversation on the yield curve steepener.

Charlie McElligott: Fear the Steepener

Jan 16, 2019 1:27:55

Description:

Erik Townsend and Patrick Ceresna welcome Charlie McElligott back to MacroVoices. Erik and Charlie discuss the china credit impulse and PBoC liquidity operations. The discuss if this is a bear market rally or continuation of bull market and fading the Fed’s economic optimism. They update CTA positioning across asset classes and positioning in risk parity funds. They finally end with a conversation on the yield curve steepener.

Charlie McElligott: Fear the Steepener

Jan 16, 2019 1:27:55

Description:

Erik Townsend and Patrick Ceresna welcome Charlie McElligott back to MacroVoices. Erik and Charlie discuss the china credit impulse and PBoC liquidity operations. The discuss if this is a bear market rally or continuation of bull market and fading the Fed’s economic optimism. They update CTA positioning across asset classes and positioning in risk parity funds. They finally end with a conversation on the yield curve steepener.

Chris Cole: The ‘BIG ONE’ (Vol event) hasn’t happened yet.

Jan 11, 2019 1:07:25

Description:

Erik Townsend and Patrick Ceresna welcome Chris Cole back to MacroVoices. Erik and Chris dissect the Vol crash in February 2018 and the implicit/explicit short vol risks. They then put perspective on the next phase of the short vol unwind and the impacts of the reduction of central bank balance sheets. They further discuss the link between volatility and the credit cycle and the stock/bond correlation.

Chris Cole: The ‘BIG ONE’ (Vol event) hasn’t happened yet.

Jan 11, 2019 1:07:25

Description:

Erik Townsend and Patrick Ceresna welcome Chris Cole back to MacroVoices. Erik and Chris dissect the Vol crash in February 2018 and the implicit/explicit short vol risks. They then put perspective on the next phase of the short vol unwind and the impacts of the reduction of central bank balance sheets. They further discuss the link between volatility and the credit cycle and the stock/bond correlation.

Chris Cole: The ‘BIG ONE’ (Vol event) hasn’t happened yet.

Jan 11, 2019 1:07:25

Description:

Erik Townsend and Patrick Ceresna welcome Chris Cole back to MacroVoices. Erik and Chris dissect the Vol crash in February 2018 and the implicit/explicit short vol risks. They then put perspective on the next phase of the short vol unwind and the impacts of the reduction of central bank balance sheets. They further discuss the link between volatility and the credit cycle and the stock/bond correlation.

Marin Katusa: Oil, Steel & Diamonds on the Natural Resources Radar

Jan 3, 2019 1:06:14

Description:

Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss uranium producers and the recent drop in oil prices. They then go on to discuss the opportunities in the steel and diamond industries. They finally wrap things up with a broader look at resource investing and what it takes to be a successful resource investor.

Marin Katusa: Oil, Steel & Diamonds on the Natural Resources Radar

Jan 3, 2019 1:06:14

Description:

Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss uranium producers and the recent drop in oil prices. They then go on to discuss the opportunities in the steel and diamond industries. They finally wrap things up with a broader look at resource investing and what it takes to be a successful resource investor.

Marin Katusa: Oil, Steel & Diamonds on the Natural Resources Radar

Jan 3, 2019 1:06:14

Description:

Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss uranium producers and the recent drop in oil prices. They then go on to discuss the opportunities in the steel and diamond industries. They finally wrap things up with a broader look at resource investing and what it takes to be a successful resource investor.

Year-end Special: Best Market Calls of 2018

Dec 27, 2018 1:17:28

Description:

Join Erik Townsend and Patrick Ceresna as they spend an episode reviewing the best market calls of 2018. They discuss which guests nailed the Bitcoin top, the VIX crash, the Chinese economic turn, emerging markets top, S and P 500 top, the turn in corporate bonds, FAANG, and the peak in bond yields.

Year-end Special: Best Market Calls of 2018

Dec 27, 2018 1:17:28

Description:

Join Erik Townsend and Patrick Ceresna as they spend an episode reviewing the best market calls of 2018. They discuss which guests nailed the Bitcoin top, the VIX crash, the Chinese economic turn, emerging markets top, S and P 500 top, the turn in corporate bonds, FAANG, and the peak in bond yields.

Year-end Special: Best Market Calls of 2018

Dec 27, 2018 1:17:28

Description:

Join Erik Townsend and Patrick Ceresna as they spend an episode reviewing the best market calls of 2018. They discuss which guests nailed the Bitcoin top, the VIX crash, the Chinese economic turn, emerging markets top, S&P500 top, the turn in corporate bonds, FAANG, and the peak in bond yields.

Daniel Want: Systems View of OTC Derivatives

Dec 21, 2018 1:03:41

Description:

Erik Townsend and Patrick Ceresna welcome Daniel Want to MacroVoices. Erik and Daniel discuss system thinking, OTC derivative markets and the counter party risks that exist in the system. They look back at the system wide margin calls back in 2007-08 and discuss the global financial situation today. Brent Johnson joins the conversation in the postgame to discuss the U.S. Dollar, gold and the stock markets.

Daniel Want: Systems View of OTC Derivatives

Dec 21, 2018 1:03:41

Description:

Erik Townsend and Patrick Ceresna welcome Daniel Want to MacroVoices. Erik and Daniel discuss system thinking, OTC derivative markets and the counter party risks that exist in the system. They look back at the system wide margin calls back in 2007-08 and discuss the global financial situation today. Brent Johnson joins the conversation in the postgame to discuss the U.S. Dollar, gold and the stock markets.

Daniel Want: Systems View of OTC Derivatives

Dec 21, 2018 1:03:41

Description:

Erik Townsend and Patrick Ceresna welcome Daniel Want to MacroVoices. Erik and Daniel discuss system thinking, OTC derivative markets and the counter party risks that exist in the system. They look back at the system wide margin calls back in 2007-08 and discuss the global financial situation today. Brent Johnson joins the conversation in the postgame to discuss the U.S. Dollar, gold and the stock markets.

Prof. Edward Altman: High Yield Benevolent Cycle Not Yet Over

Dec 13, 2018 1:17:18

Description:

Erik Townsend and Patrick Ceresna welcome Prof. Edward Altman to MacroVoices. Erik and Edward discuss the credit cycle and the length of the current benign cycle. They elaborate on historical default rates, recessions and the surge in U.S. corporate leverage. In the postgame following the interview, Louis-Vincent Gave joins the team to discuss the liquidity squeeze and the end of Chin-America.

Prof. Edward Altman: High Yield Benevolent Cycle Not Yet Over

Dec 13, 2018 1:17:18

Description:

Erik Townsend and Patrick Ceresna welcome Prof. Edward Altman to MacroVoices. Erik and Edward discuss the credit cycle and the length of the current benign cycle. They elaborate on historical default rates, recessions and the surge in U.S. corporate leverage. In the postgame following the interview, Louis-Vincent Gave joins the team to discuss the liquidity squeeze and the end of Chin-America.

Prof. Edward Altman: High Yield Benevolent Cycle Not Yet Over

Dec 13, 2018 1:17:18

Description:

Erik Townsend and Patrick Ceresna welcome Prof. Edward Altman to MacroVoices. Erik and Edward discuss the credit cycle and the length of the current benign cycle. They elaborate on historical default rates, recessions and the surge in U.S. corporate leverage. In the postgame following the interview, Louis-Vincent Gave joins the team to discuss the liquidity squeeze and the end of Chin-America.

Juliette Declercq: “Dovish Pivot” is not a game-changer yet

Dec 7, 2018 1:21:57

Description:

Erik Townsend and Patrick Ceresna welcome Juliette Declercq back to MacroVoices. Erik and Juliette discuss the impact of trade war on the global economy. They then discuss the PBOC, the Chinese monetary policy and the broader global growth outlook. They move on to touch on the U.S. Dollar, the U.S. monetary policy outlook and ask if the Powell dovish pivot a game changer?

Juliette Declercq: “Dovish Pivot” is not a game-changer yet

Dec 7, 2018 1:21:57

Description:

Erik Townsend and Patrick Ceresna welcome Juliette Declercq back to MacroVoices. Erik and Juliette discuss the impact of trade war on the global economy. They then discuss the PBOC, the Chinese monetary policy and the broader global growth outlook. They move on to touch on the U.S. Dollar, the U.S. monetary policy outlook and ask if the Powell dovish pivot a game changer?

Juliette Declercq: “Dovish Pivot” is not a game-changer yet

Dec 7, 2018 1:21:57

Description:

Erik Townsend and Patrick Ceresna welcome Juliette Declercq back to MacroVoices. Erik and Juliette discuss the impact of trade war on the global economy. They then discuss the PBOC, the Chinese monetary policy and the broader global growth outlook. They move on to touch on the U.S. Dollar, the U.S. monetary policy outlook and ask if the Powell dovish pivot a game changer?

Julian Brigden: Secular Bond Bear Doesn’t Preclude Significant Rallies

Nov 30, 2018 1:25:13

Description:

Erik Townsend and Patrick Ceresna welcome Julian Brigden back to the show. Erik and Julian discuss what is driving the bond market, demographics and the global excesses in the equity markets. They ask is the U.S. housing markets overpriced, where is the next trade in treasuries and is the stock market due for a big bubble bounce? They finally touch on inflation considerations in 2019 and what is the next move for the Fed?

Julian Brigden: Secular Bond Bear Doesn’t Preclude Significant Rallies

Nov 30, 2018 1:25:13

Description:

Erik Townsend and Patrick Ceresna welcome Julian Brigden back to the show. Erik and Julian discuss what is driving the bond market, demographics and the global excesses in the equity markets. They ask is the U.S. housing markets overpriced, where is the next trade in treasuries and is the stock market due for a big bubble bounce? They finally touch on inflation considerations in 2019 and what is the next move for the Fed?

Julian Brigden: Secular Bond Bear Doesn’t Preclude Significant Rallies

Nov 30, 2018 1:25:13

Description:

Erik Townsend and Patrick Ceresna welcome Julian Brigden back to the show. Erik and Julian discuss what is driving the bond market, demographics and the global excesses in the equity markets. They ask is the U.S. housing markets overpriced, where is the next trade in treasuries and is the stock market due for a big bubble bounce? They finally touch on inflation considerations in 2019 and what is the next move for the Fed?

Jeffrey Christian: Investment demand for precious metals is bottoming

Nov 22, 2018 1:28:17

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. Jeffrey is the Managing Director and Founder of CPM Group. Erik and Jeffrey discuss the recent moves in gold and look at the forecast for 2019 and beyond. They further discuss why investment demand has dropped and more importantly, is it turning? The touch on silver and give perspective on the gold:silver ratio. Finally, they discuss the intermarket relationships of gold to other assets and give an update on the platinum and palladium markets. Stay tuned for the post-game where geologist Art Berman joins us to discuss the recent drop in crude oil prices.

Jeffrey Christian: Investment demand for precious metals is bottoming

Nov 22, 2018 1:28:17

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. Jeffrey is the Managing Director and Founder of CPM Group. Erik and Jeffrey discuss the recent moves in gold and look at the forecast for 2019 and beyond. They further discuss why investment demand has dropped and more importantly, is it turning? The touch on silver and give perspective on the gold:silver ratio. Finally, they discuss the intermarket relationships of gold to other assets and give an update on the platinum and palladium markets. Stay tuned for the post-game where geologist Art Berman joins us to discuss the recent drop in crude oil prices.

Jeffrey Christian: Investment demand for precious metals is bottoming

Nov 22, 2018 1:28:17

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. Jeffrey is the Managing Director and Founder of CPM Group. Erik and Jeffrey discuss the recent moves in gold and look at the forecast for 2019 and beyond. They further discuss why investment demand has dropped and more importantly, is it turning? The touch on silver and give perspective on the gold:silver ratio. Finally, they discuss the intermarket relationships of gold to other assets and give an update on the platinum and palladium markets. Stay tuned for the post-game where geologist Art Berman joins us to discuss the recent drop in crude oil prices.

Keith McCullough: Bond Yields May Have Peaked

Nov 16, 2018 1:24:08

Description:

Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss how the investment landscape has evolved, why deflationary pressures are on the horizon. They further discuss the marginal rates of change in growth and inflation, U.S. real GDP and CPI forecasts, the global economic landscape and the key macro themes into the year end.

Keith McCullough: Bond Yields May Have Peaked

Nov 16, 2018 1:24:08

Description:

Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss how the investment landscape has evolved, why deflationary pressures are on the horizon. They further discuss the marginal rates of change in growth and inflation, U.S. real GDP and CPI forecasts, the global economic landscape and the key macro themes into the year end.

Keith McCullough: Bond Yields May Have Peaked

Nov 16, 2018 1:24:08

Description:

Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss how the investment landscape has evolved, why deflationary pressures are on the horizon. They further discuss the marginal rates of change in growth and inflation, U.S. real GDP and CPI forecasts, the global economic landscape and the key macro themes into the year end.

BONUS: Beyond Blockchain Audiobook Chapter 1

Nov 14, 2018 35:10

Description:

Audiobook Chapter 1 FREE Preview The cryptocurrency trend of the past few years has continued to grow despite widespread predictions that it would just be a flash in the pan. Blockchain is suddenly everyone’s favorite buzzword. But what if there’s more to this story than meets the eye? What if Digital Currency is about to change the world in ways beyond our imagination? And what if geopolitical forces our politicians don’t even understand have already inspired China and Russia to use Digital Currency to attack the U.S. Dollar’s dominance over the global financial system?

BONUS: Beyond Blockchain Audiobook Chapter 1

Nov 14, 2018 35:10

Description:

Audiobook Chapter 1 FREE Preview The cryptocurrency trend of the past few years has continued to grow despite widespread predictions that it would just be a flash in the pan. Blockchain is suddenly everyone’s favorite buzzword. But what if there’s more to this story than meets the eye? What if Digital Currency is about to change the world in ways beyond our imagination? And what if geopolitical forces our politicians don’t even understand have already inspired China and Russia to use Digital Currency to attack the U.S. Dollar’s dominance over the global financial system?

BONUS: Beyond Blockchain Audiobook Chapter 1

Nov 14, 2018 35:10

Description:

Audiobook Chapter 1 FREE Preview The cryptocurrency trend of the past few years has continued to grow despite widespread predictions that it would just be a flash in the pan. Blockchain is suddenly everyone’s favorite buzzword. But what if there’s more to this story than meets the eye? What if Digital Currency is about to change the world in ways beyond our imagination? And what if geopolitical forces our politicians don’t even understand have already inspired China and Russia to use Digital Currency to attack the U.S. Dollar’s dominance over the global financial system?

Jonathan Tepper: The Myth of Capitalism

Nov 9, 2018 1:27:01

Description:

Erik Townsend and Patrick Ceresna welcome Jonathan Tepper to MacroVoices. Erik and Jonathan discuss if the market correction over, the outlook for U.S. interest rates and the short and longer-term drivers in the U.S. Dollar. They further touch on China, Europe, inflation, oil, and real estate in Australia, Canada and the United States. Finally, they discuss his new book, the Myth of Capitalism and delve into monopolies and competition.

Jonathan Tepper: The Myth of Capitalism

Nov 9, 2018 1:27:01

Description:

Erik Townsend and Patrick Ceresna welcome Jonathan Tepper to MacroVoices. Erik and Jonathan discuss if the market correction over, the outlook for U.S. interest rates and the short and longer-term drivers in the U.S. Dollar. They further touch on China, Europe, inflation, oil, and real estate in Australia, Canada and the United States. Finally, they discuss his new book, the Myth of Capitalism and delve into monopolies and competition.

Jonathan Tepper: The Myth of Capitalism

Nov 9, 2018 1:27:01

Description:

Erik Townsend and Patrick Ceresna welcome Jonathan Tepper to MacroVoices. Erik and Jonathan discuss if the market correction over, the outlook for U.S. interest rates and the short and longer-term drivers in the U.S. Dollar. They further touch on China, Europe, inflation, oil, and real estate in Australia, Canada and the United States. Finally, they discuss his new book, the Myth of Capitalism and delve into monopolies and competition.

Dr. Pippa Malmgren: Embracing Entrepreneurship

Nov 1, 2018 1:25:05

Description:

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss the opportunities on drone technology and the leaders in unmanned aerial vehicles. They further discuss the issues of data privacy in the firmware and the risks of drones being used for terrorism. They go on to discuss her new book Leadership Lab. They discuss the new paradigms of leadership, the speed of technological change and slow rate at which governments are adapting.

Dr. Pippa Malmgren: Embracing Entrepreneurship

Nov 1, 2018 1:25:05

Description:

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss the opportunities on drone technology and the leaders in unmanned aerial vehicles. They further discuss the issues of data privacy in the firmware and the risks of drones being used for terrorism. They go on to discuss her new book Leadership Lab. They discuss the new paradigms of leadership, the speed of technological change and slow rate at which governments are adapting.

Dr. Pippa Malmgren: Embracing Entrepreneurship

Nov 1, 2018 1:25:05

Description:

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss the opportunities on drone technology and the leaders in unmanned aerial vehicles. They further discuss the issues of data privacy in the firmware and the risks of drones being used for terrorism. They go on to discuss her new book Leadership Lab. They discuss the new paradigms of leadership, the speed of technological change and slow rate at which governments are adapting.

Daniel Lacalle: Synchronized Global Growth was always a False Narrative

Oct 24, 2018 1:23:21

Description:

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel debate if this is a market correction or is it the end of the bull market? They touch on the Fed’s responsiveness to changing monetary policy and ask where bond yields are heading from here? They proceed to touch on Europe, the ECB, Italy, European junk bonds, Emerging Markets and more. During the post game Marin Katusa joins us to discuss Mohammed bin Salman, Saudi Arabia, oil prices and gold.

Daniel Lacalle: Synchronized Global Growth was always a False Narrative

Oct 24, 2018 1:23:21

Description:

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel debate if this is a market correction or is it the end of the bull market? They touch on the Fed’s responsiveness to changing monetary policy and ask where bond yields are heading from here? They proceed to touch on Europe, the ECB, Italy, European junk bonds, Emerging Markets and more. During the post game Marin Katusa joins us to discuss Mohammed bin Salman, Saudi Arabia, oil prices and gold.

Daniel Lacalle: Synchronized Global Growth was always a False Narrative

Oct 24, 2018 1:23:21

Description:

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel debate if this is a market correction or is it the end of the bull market? They touch on the Fed’s responsiveness to changing monetary policy and ask where bond yields are heading from here? They proceed to touch on Europe, the ECB, Italy, European junk bonds, Emerging Markets and more. During the post game Marin Katusa joins us to discuss Mohammed bin Salman, Saudi Arabia, oil prices and gold.

Prof Steve Hanke: M4 is the most under appreciated indicator

Oct 18, 2018 1:18:50

Description:

Erik Townsend and Patrick Ceresna welcome Prof Steve Hanke to MacroVoices. Erik and Steve discuss drivers of the recessions over the last 30 years, perspectives on Lehman Brothers failure, M4 Money Supply as the broadest measure, dangers in quantitative tightening, commercial banks drive money supply, stabilizing the U.S. Dollar Euro rate, understanding past hyperinflation, and some perspective on Venezuela's hyperinflation

Prof Steve Hanke: M4 is the most under appreciated indicator

Oct 18, 2018 1:18:50

Description:

Erik Townsend and Patrick Ceresna welcome Prof Steve Hanke to MacroVoices. Erik and Steve discuss drivers of the recessions over the last 30 years, perspectives on Lehman Brothers failure, M4 Money Supply as the broadest measure, dangers in quantitative tightening, commercial banks drive money supply, stabilizing the U.S. Dollar Euro rate, understanding past hyperinflation, and some perspective on Venezuela's hyperinflation

Prof Steve Hanke: M4 is the most under appreciated indicator

Oct 18, 2018 1:18:50

Description:

Erik Townsend and Patrick Ceresna welcome Prof Steve Hanke to MacroVoices. Erik and Steve discuss drivers of the recessions over the last 30 years, perspectives on Lehman Brothers failure, M4 Money Supply as the broadest measure, dangers in quantitative tightening, commercial banks drive money supply, stabilizing the U.S. Dollar Euro rate, understanding past hyperinflation, and some perspective on Venezuela's hyperinflation

Prof Steve Keen: The Real Risk is in Private Credit

Oct 12, 2018 1:34:00

Description:

Erik Townsend and Patrick Ceresna welcome Prof Steve Keen to MacroVoices. Erik and Steve put perspective on global sovereign and private debt. Erik asks if government debt is still a safe haven? They further touch on junk bonds, corporate debt, credit spreads and ask how another financial crisis occurs and which countries are most vulnerable. After the interview, post game guest Charlie McElligott joins Erik and Patrick to dissect the current market drop and where the next opportunities lie.

Prof Steve Keen: The Real Risk is in Private Credit

Oct 12, 2018 1:34:00

Description:

Erik Townsend and Patrick Ceresna welcome Prof Steve Keen to MacroVoices. Erik and Steve put perspective on global sovereign and private debt. Erik asks if government debt is still a safe haven? They further touch on junk bonds, corporate debt, credit spreads and ask how another financial crisis occurs and which countries are most vulnerable. After the interview, post game guest Charlie McElligott joins Erik and Patrick to dissect the current market drop and where the next opportunities lie.

Prof Steve Keen: The Real Risk is in Private Credit

Oct 12, 2018 1:34:00

Description:

Erik Townsend and Patrick Ceresna welcome Prof Steve Keen to MacroVoices. Erik and Steve put perspective on global sovereign and private debt. Erik asks if government debt is still a safe haven? They further touch on junk bonds, corporate debt, credit spreads and ask how another financial crisis occurs and which countries are most vulnerable. After the interview, post game guest Charlie McElligott joins Erik and Patrick to dissect the current market drop and where the next opportunities lie.

Louis-Vincent Gave: Breakdown in Historical Norms between Emerging Markets and USTs

Oct 5, 2018 1:15:53

Description:

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss drivers in emerging markets route, the global equity markets and how long the divergence can last between US and global equity markets. The further discuss the impact on U.S. treasuries, global de-dollarization and the dissolution of Chimerica. They look at NAFTA and the changing of the supply chain as well as the outlook for gold and precious metals.

Louis-Vincent Gave: Breakdown in Historical Norms between Emerging Markets and USTs

Oct 5, 2018 1:15:53

Description:

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss drivers in emerging markets route, the global equity markets and how long the divergence can last between US and global equity markets. The further discuss the impact on U.S. treasuries, global de-dollarization and the dissolution of Chimerica. They look at NAFTA and the changing of the supply chain as well as the outlook for gold and precious metals.

Louis-Vincent Gave: Breakdown in Historical Norms between Emerging Markets and USTs

Oct 5, 2018 1:15:53

Description:

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss drivers in emerging markets route, the global equity markets and how long the divergence can last between US and global equity markets. The further discuss the impact on U.S. treasuries, global de-dollarization and the dissolution of Chimerica. They look at NAFTA and the changing of the supply chain as well as the outlook for gold and precious metals.

Keith Dicker: The next major financial crisis will happen in the Bond market

Sep 27, 2018 1:18:19

Description:

Erik Townsend and Patrick Ceresna welcome Keith Dicker back to MacroVoices. Erik and Keith discuss the government bond bubble, artificially suppressed interest rates and rethinking bonds for portfolio allocations. They discuss what impact that a bond market route could have on equities and if the bond bear market has started. They conclude with their outlook on equities and gold.

Keith Dicker: The next major financial crisis will happen in the Bond market

Sep 27, 2018 1:18:19

Description:

Erik Townsend and Patrick Ceresna welcome Keith Dicker back to MacroVoices. Erik and Keith discuss the government bond bubble, artificially suppressed interest rates and rethinking bonds for portfolio allocations. They discuss what impact that a bond market route could have on equities and if the bond bear market has started. They conclude with their outlook on equities and gold.

Keith Dicker: The next major financial crisis will happen in the Bond market

Sep 27, 2018 1:18:19

Description:

Erik Townsend and Patrick Ceresna welcome Keith Dicker back to MacroVoices. Erik and Keith discuss the government bond bubble, artificially suppressed interest rates and rethinking bonds for portfolio allocations. They discuss what impact that a bond market route could have on equities and if the bond bear market has started. They conclude with their outlook on equities and gold.

Art Berman: The market has de-valued the oil price yield curve

Sep 20, 2018 1:23:27

Description:

Erik Townsend and Patrick Ceresna welcome Art Berman back to MacroVoices. Erik and Art discuss comparative inventory and inventory correlation to price on oil. They further look at price cycles, the oil-price yield curve and the impact of U.S. exporting oil. They further discuss why backwardation is collapsing on WTI, sensitivities to supply concerns and the discrepancies between IEA and OPEC forecasts.

Art Berman: The market has de-valued the oil price yield curve

Sep 20, 2018 1:23:27

Description:

Erik Townsend and Patrick Ceresna welcome Art Berman back to MacroVoices. Erik and Art discuss comparative inventory and inventory correlation to price on oil. They further look at price cycles, the oil-price yield curve and the impact of U.S. exporting oil. They further discuss why backwardation is collapsing on WTI, sensitivities to supply concerns and the discrepancies between IEA and OPEC forecasts.

Art Berman: The market has de-valued the oil price yield curve

Sep 20, 2018 1:23:27

Description:

Erik Townsend and Patrick Ceresna welcome Art Berman back to MacroVoices. Erik and Art discuss comparative inventory and inventory correlation to price on oil. They further look at price cycles, the oil-price yield curve and the impact of U.S. exporting oil. They further discuss why backwardation is collapsing on WTI, sensitivities to supply concerns and the discrepancies between IEA and OPEC forecasts.

Charlie McElligott: Phase one is over. The easy money has already been made.

Sep 13, 2018 1:20:10

Description:

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to Macrovoices. Erik and Charlie discuss the curve steepener as a recession signal and the current impact that the dollar, real rates and inflation expectations have on the markets. They further touch on the Chinese credit/financing impulse and the late cycle behavior from autos and homebuilders. They discuss the yield curve, the Nabe wage surveys, unemployment and what they tell us about future recessions.

Charlie McElligott: Phase one is over. The easy money has already been made.

Sep 13, 2018 1:20:10

Description:

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to Macrovoices. Erik and Charlie discuss the curve steepener as a recession signal and the current impact that the dollar, real rates and inflation expectations have on the markets. They further touch on the Chinese credit/financing impulse and the late cycle behavior from autos and homebuilders. They discuss the yield curve, the Nabe wage surveys, unemployment and what they tell us about future recessions.

Charlie McElligott: Phase one is over. The easy money has already been made.

Sep 13, 2018 1:20:10

Description:

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to Macrovoices. Erik and Charlie discuss the curve steepener as a recession signal and the current impact that the dollar, real rates and inflation expectations have on the markets. They further touch on the Chinese credit/financing impulse and the late cycle behavior from autos and homebuilders. They discuss the yield curve, the Nabe wage surveys, unemployment and what they tell us about future recessions.

Marin Katusa: The setup for Uranium is better now than any time in the last decade

Sep 7, 2018 1:38:34

Description:

Erik Townsend and Patrick Ceresna welcome Marin Katusa back to MacroVoices. Erik and Marin discuss uranium and why it is an opportunity now and the political and geopolitical considerations in picking your investments. They further discuss the royalty and streaming business model for uranium and the private placement opportunities in the streaming model. They further discuss warrants on resource companies and what to focus on when looking for companies that are acquisition targets.

Marin Katusa: The setup for Uranium is better now than any time in the last decade

Sep 7, 2018 1:38:34

Description:

Erik Townsend and Patrick Ceresna welcome Marin Katusa back to MacroVoices. Erik and Marin discuss uranium and why it is an opportunity now and the political and geopolitical considerations in picking your investments. They further discuss the royalty and streaming business model for uranium and the private placement opportunities in the streaming model. They further discuss warrants on resource companies and what to focus on when looking for companies that are acquisition targets.

Marin Katusa: The setup for Uranium is better now than any time in the last decade

Sep 7, 2018 1:38:34

Description:

Erik Townsend and Patrick Ceresna welcome Marin Katusa back to MacroVoices. Erik and Marin discuss uranium and why it is an opportunity now and the political and geopolitical considerations in picking your investments. They further discuss the royalty and streaming business model for uranium and the private placement opportunities in the streaming model. They further discuss warrants on resource companies and what to focus on when looking for companies that are acquisition targets.

Danielle DiMartino Booth: Jay Powell is a new breed of Fed Chairman

Aug 31, 2018 1:11:12

Description:

Erik Townsend and Patrick Ceresna welcome Danielle DiMartino Booth to MacroVoices. Erik and Danielle discuss Jay Powell as the new Fed Chair. They discuss Jackson Hole, how Powell did and the absence of Draghi and Kuroda. They further discuss the impacts from the trade war, markets reaction to quantitative tightening, Fed policy and the economy. They further touch on inflation expectations, Europe and the outlook for China.

Danielle DiMartino Booth: Jay Powell is a new breed of Fed Chairman

Aug 31, 2018 1:11:12

Description:

Erik Townsend and Patrick Ceresna welcome Danielle DiMartino Booth to MacroVoices. Erik and Danielle discuss Jay Powell as the new Fed Chair. They discuss Jackson Hole, how Powell did and the absence of Draghi and Kuroda. They further discuss the impacts from the trade war, markets reaction to quantitative tightening, Fed policy and the economy. They further touch on inflation expectations, Europe and the outlook for China.

Danielle DiMartino Booth: Jay Powell is a new breed of Fed Chairman

Aug 31, 2018 1:11:12

Description:

Erik Townsend and Patrick Ceresna welcome Danielle DiMartino Booth to MacroVoices. Erik and Danielle discuss Jay Powell as the new Fed Chair. They discuss Jackson Hole, how Powell did and the absence of Draghi and Kuroda. They further discuss the impacts from the trade war, markets reaction to quantitative tightening, Fed policy and the economy. They further touch on inflation expectations, Europe and the outlook for China.

EuroDollar University, Season 2, Part 3

Aug 23, 2018 1:13:20

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 3 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff delve in the federal reserve intervention, the structural changes in the Eurodollar system and the shift in bank views from riskless return to returnless risk. They further look into its impact on sustained economic growth and impact on global economies.

EuroDollar University, Season 2, Part 3

Aug 23, 2018 1:13:20

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 3 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff delve in the federal reserve intervention, the structural changes in the Eurodollar system and the shift in bank views from riskless return to returnless risk. They further look into its impact on sustained economic growth and impact on global economies.

EuroDollar University, Season 2, Part 3

Aug 23, 2018 1:13:20

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 3 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff delve in the federal reserve intervention, the structural changes in the Eurodollar system and the shift in bank views from riskless return to returnless risk. They further look into its impact on sustained economic growth and impact on global economies.

EuroDollar University, Season 2, Part 2

Aug 16, 2018 1:09:34

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 2 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the collateral problems with gold during 2008. Jeff explains why the crisis was a liquidity risk, not a credit risk. They elaborate on the basic interbank functions, balance sheet capacity, negative swap spreads and the pro-cyclical positive monetary feedback loop.

EuroDollar University, Season 2, Part 2

Aug 16, 2018 1:09:34

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 2 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the collateral problems with gold during 2008. Jeff explains why the crisis was a liquidity risk, not a credit risk. They elaborate on the basic interbank functions, balance sheet capacity, negative swap spreads and the pro-cyclical positive monetary feedback loop.

EuroDollar University, Season 2, Part 2

Aug 16, 2018 1:09:34

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 2 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the collateral problems with gold during 2008. Jeff explains why the crisis was a liquidity risk, not a credit risk. They elaborate on the basic interbank functions, balance sheet capacity, negative swap spreads and the pro-cyclical positive monetary feedback loop.

EuroDollar University, Season 2, Part 1

Aug 9, 2018 1:16:37

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 1 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the lost dollar decade and put into context the global dollar markets. They further dive into the shadows of the great financial crisis and the liquidity crisis in the CDS markets.

EuroDollar University, Season 2, Part 1

Aug 9, 2018 1:16:37

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 1 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the lost dollar decade and put into context the global dollar markets. They further dive into the shadows of the great financial crisis and the liquidity crisis in the CDS markets.

EuroDollar University, Season 2, Part 1

Aug 9, 2018 1:16:37

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 1 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the lost dollar decade and put into context the global dollar markets. They further dive into the shadows of the great financial crisis and the liquidity crisis in the CDS markets.

Jesse Felder: Equity Markets are in a Topping Process

Aug 2, 2018 1:18:23

Description:

Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss drivers behind the everything bubble, and will quantitative tightening be a trigger? Impacts of market leverage, the Buffet yard stick and what is in store for the FAANG stocks.

Jesse Felder: Equity Markets are in a Topping Process

Aug 2, 2018 1:18:23

Description:

Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss drivers behind the everything bubble, and will quantitative tightening be a trigger? Impacts of market leverage, the Buffet yard stick and what is in store for the FAANG stocks.

Jesse Felder: Equity Markets are in a Topping Process

Aug 2, 2018 1:18:23

Description:

Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss drivers behind the everything bubble, and will quantitative tightening be a trigger? Impacts of market leverage, the Buffet yard stick and what is in store for the FAANG stocks.

Martin Armstrong: There is no alternative to the Equity Market

Jul 26, 2018 1:12:20

Description:

Erik Townsend and Patrick Ceresna welcome back Martin Armstrong to MacroVoices. Erik and Martin discuss if there is room for the equity bull market to continue. They further discuss the outlook on global bond, U.S. Dollar, and gold. They further discuss the geopolitics in Europe, Russia and China and look at domestic politics in the U.S. going into the mid-term elections.

Martin Armstrong: There is no alternative to the Equity Market

Jul 26, 2018 1:12:20

Description:

Erik Townsend and Patrick Ceresna welcome back Martin Armstrong to MacroVoices. Erik and Martin discuss if there is room for the equity bull market to continue. They further discuss the outlook on global bond, U.S. Dollar, and gold. They further discuss the geopolitics in Europe, Russia and China and look at domestic politics in the U.S. going into the mid-term elections.

Martin Armstrong: There is no alternative to the Equity Market

Jul 26, 2018 1:12:20

Description:

Erik Townsend and Patrick Ceresna welcome back Martin Armstrong to MacroVoices. Erik and Martin discuss if there is room for the equity bull market to continue. They further discuss the outlook on global bond, U.S. Dollar, and gold. They further discuss the geopolitics in Europe, Russia and China and look at domestic politics in the U.S. going into the mid-term elections.

David Rosenberg: The top is probably in already

Jul 20, 2018 1:32:43

Description:

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik asks Dave if there is one more leg higher in the S&P500 or is the top in? They further discuss the outlook on junk and investment grade bonds and how to play the short on low grade corporates. They further discuss inflation, USD, the business cycle and where yields are heading from hear. The end with the outlook on the Canadian dollar and the Canadian housing cycle.

David Rosenberg: The top is probably in already

Jul 20, 2018 1:32:43

Description:

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik asks Dave if there is one more leg higher in the S And P 500 or is the top in? They further discuss the outlook on junk and investment grade bonds and how to play the short on low grade corporates. They further discuss inflation, USD, the business cycle and where yields are heading from hear. The end with the outlook on the Canadian dollar and the Canadian housing cycle.

David Rosenberg: The top is probably in already

Jul 20, 2018 1:32:43

Description:

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik asks Dave if there is one more leg higher in the S And P 500 or is the top in? They further discuss the outlook on junk and investment grade bonds and how to play the short on low grade corporates. They further discuss inflation, USD, the business cycle and where yields are heading from hear. The end with the outlook on the Canadian dollar and the Canadian housing cycle.

Dr. Pippa Malmgren: Social Media Data Mining is the new Geopolitical Frontier

Jul 13, 2018 1:45:44

Description:

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss Trump, art of the deal, trade wars and North Korea. They further discuss Russia, Syria, US and chemical warfare and global de-dollarization. They finally end discussing Facebook’s impact on geo-politics and financial markets, social media data mining and the Leadership Lab: Understanding Leadership in the 21st century

Dr. Pippa Malmgren: Social Media Data Mining is the new Geopolitical Frontier

Jul 13, 2018 1:45:44

Description:

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss Trump, art of the deal, trade wars and North Korea. They further discuss Russia, Syria, US and chemical warfare and global de-dollarization. They finally end discussing Facebook’s impact on geo-politics and financial markets, social media data mining and the Leadership Lab: Understanding Leadership in the 21st century

Dr. Pippa Malmgren: Social Media Data Mining is the new Geopolitical Frontier

Jul 13, 2018 1:45:44

Description:

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss Trump, art of the deal, trade wars and North Korea. They further discuss Russia, Syria, US and chemical warfare and global de-dollarization. They finally end discussing Facebook’s impact on geo-politics and financial markets, social media data mining and the Leadership Lab: Understanding Leadership in the 21st century

Chris Cook: Energy Markets are Manipulated in Multiple Timeframe

Jul 6, 2018 1:34:55

Description:

MacroVoices welcomes Chris Cook to the show. Erik and Chris discuss the blow out of time spreads in WTI, oil deals outside of the market and the impact of Syncrude going offline. They further discuss dark inventories, what is it and how does it fit into the big picture. They further discuss the China and the Petro-Yuan contract and gaming US exports and inventories.

Chris Cook: Energy Markets are Manipulated in Multiple Timeframe

Jul 6, 2018 1:34:55

Description:

MacroVoices welcomes Chris Cook to the show. Erik and Chris discuss the blow out of time spreads in WTI, oil deals outside of the market and the impact of Syncrude going offline. They further discuss dark inventories, what is it and how does it fit into the big picture. They further discuss the China and the Petro-Yuan contract and gaming US exports and inventories.

Chris Cook: Energy Markets are Manipulated in Multiple Timeframe

Jul 6, 2018 1:34:55

Description:

MacroVoices welcomes Chris Cook to the show. Erik and Chris discuss the blow out of time spreads in WTI, oil deals outside of the market and the impact of Syncrude going offline. They further discuss dark inventories, what is it and how does it fit into the big picture. They further discuss the China and the Petro-Yuan contract and gaming US exports and inventories.

Chris Cook: Energy Markets are Manipulated in Multiple Timeframe

Jul 6, 2018 1:34:55

Description:

MacroVoices welcomes Chris Cook to the show. Erik and Chris discuss the blow out of time spreads in WTI, oil deals outside of the market and the impact of Syncrude going offline. They further discuss dark inventories, what is it and how does it fit into the big picture. They further discuss the China and the Petro-Yuan contract and gaming US exports and inventories.

Eric Peters: USD Reserve Status, Unfunded Liabilities, Inflation & More

Jun 29, 2018 1:26:47

Description:

MacroVoices and Erik Townsend welcomes Eric Peters as this week’s guest, co-hosted by Kevin Muir. Erik and Eric discuss the future of the USD as the world reserve currency, the impact of protectionist policies on financial markets and the FED reductions and their impact around the world. The further discuss inflation, entitlements and the changes we can expect in central bank attitudes moving forward. Later in the podcast the discuss demographics, baby boomers, and millennials and their impact over the coming years on financial markets.

Eric Peters: USD Reserve Status, Unfunded Liabilities, Inflation & More

Jun 29, 2018 1:26:47

Description:

MacroVoices and Erik Townsend welcomes Eric Peters as this week’s guest, co-hosted by Kevin Muir. Erik and Eric discuss the future of the USD as the world reserve currency, the impact of protectionist policies on financial markets and the FED reductions and their impact around the world. The further discuss inflation, entitlements and the changes we can expect in central bank attitudes moving forward. Later in the podcast the discuss demographics, baby boomers, and millennials and their impact over the coming years on financial markets.

Eric Peters: USD Reserve Status, Unfunded Liabilities, Inflation & More

Jun 29, 2018 1:26:47

Description:

MacroVoices and Erik Townsend welcomes Eric Peters as this week’s guest, co-hosted by Kevin Muir. Erik and Eric discuss the future of the USD as the world reserve currency, the impact of protectionist policies on financial markets and the FED reductions and their impact around the world. The further discuss inflation, entitlements and the changes we can expect in central bank attitudes moving forward. Later in the podcast the discuss demographics, baby boomers, and millennials and their impact over the coming years on financial markets.

Luke Gromen: Secular Dollar Bear goes Tactically Dollar Bullish

Jun 22, 2018 1:23:35

Description:

Erik Townsend and Patrick Ceresna welcome back Luke Gromen to MacroVoices. Erik and Luke discuss the outlook on the U.S. dollar, funding the U.S. deficits and the U.S. “Impossible Trilemma”. They further discuss Luke’s perspective of the Fed taking the “Shoot the Hostage” stance on the markets and particularly the influence on the emerging markets. They discuss China accelerating global de-dollarization and the U.S. weaponizing the USD and oil against Russia and Iran.

Luke Gromen: Secular Dollar Bear goes Tactically Dollar Bullish

Jun 21, 2018 1:23:35

Description:

Erik Townsend and Patrick Ceresna welcome back Luke Gromen to MacroVoices. Erik and Luke discuss the outlook on the U.S. dollar, funding the U.S. deficits and the U.S. “Impossible Trilemma”. They further discuss Luke’s perspective of the Fed taking the “Shoot the Hostage” stance on the markets and particularly the influence on the emerging markets. They discuss China accelerating global de-dollarization and the U.S. weaponizing the USD and oil against Russia and Iran.

Luke Gromen: Secular Dollar Bear goes Tactically Dollar Bullish

Jun 21, 2018 1:23:35

Description:

Erik Townsend and Patrick Ceresna welcome back Luke Gromen to MacroVoices. Erik and Luke discuss the outlook on the U.S. dollar, funding the U.S. deficits and the U.S. “Impossible Trilemma”. They further discuss Luke’s perspective of the Fed taking the “Shoot the Hostage” stance on the markets and particularly the influence on the emerging markets. They discuss China accelerating global de-dollarization and the U.S. weaponizing the USD and oil against Russia and Iran.

Crude Oil Special: Anas Alhajji, Joe McMonigle, Dr. Ellen Wald

Jun 14, 2018 1:30:37

Description:

Erik Townsend and Patrick Ceresna welcome Anas Alhajji, Joe McMonigle and Dr. Ellen Wald to the show. Erik and Ellen discuss how does Saudi Arabia looks at the oil market, perspective about Saudi Aramco, understanding Mohammad bin Salman and the social politics in Saudi Arabia. During the second part of the interview, Erik, Joe and Anas discuss what is driving the oil markets, Iranian sanctions, OPEC and backwardation.

Crude Oil Special: Anas Alhajji, Joe McMonigle, Dr. Ellen Wald

Jun 14, 2018 1:30:37

Description:

Erik Townsend and Patrick Ceresna welcome Anas Alhajji, Joe McMonigle and Dr. Ellen Wald to the show. Erik and Ellen discuss how does Saudi Arabia looks at the oil market, perspective about Saudi Aramco, understanding Mohammad bin Salman and the social politics in Saudi Arabia. During the second part of the interview, Erik, Joe and Anas discuss what is driving the oil markets, Iranian sanctions, OPEC and backwardation.

Crude Oil Special: Anas Alhajji, Joe McMonigle, Dr. Ellen Wald

Jun 14, 2018 1:30:37

Description:

Erik Townsend and Patrick Ceresna welcome Anas Alhajji, Joe McMonigle and Dr. Ellen Wald to the show. Erik and Ellen discuss how does Saudi Arabia looks at the oil market, perspective about Saudi Aramco, understanding Mohammad bin Salman and the social politics in Saudi Arabia. During the second part of the interview, Erik, Joe and Anas discuss what is driving the oil markets, Iranian sanctions, OPEC and backwardation.

DoubleLine’s Jeffrey Sherman: Bond Bear Market is Pausing but Not Over!

Jun 7, 2018 1:28:49

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Sherman to MacroVoices. Erik and Jeffrey discuss the big picture outlook on the economy, bonds and interest rates. They ask if there is a recession coming in the U.S. and how much upside on the U.S. Dollar? They further debate how will the economy deal with higher rates and inflation, the outlook on gold and commodities.

DoubleLine’s Jeffrey Sherman: Bond Bear Market is Pausing but Not Over!

Jun 7, 2018 1:28:49

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Sherman to MacroVoices. Erik and Jeffrey discuss the big picture outlook on the economy, bonds and interest rates. They ask if there is a recession coming in the U.S. and how much upside on the U.S. Dollar? They further debate how will the economy deal with higher rates and inflation, the outlook on gold and commodities.

DoubleLine’s Jeffrey Sherman: Bond Bear Market is Pausing but Not Over!

Jun 7, 2018 1:28:49

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Sherman to MacroVoices. Erik and Jeffrey discuss the big picture outlook on the economy, bonds and interest rates. They ask if there is a recession coming in the U.S. and how much upside on the U.S. Dollar? They further debate how will the economy deal with higher rates and inflation, the outlook on gold and commodities.

Nomi Prins: Central Bank Collusion; Pat Hemsworth: Crude Oil Update

Jun 1, 2018 1:28:38

Description:

Erik Townsend and Patrick Ceresna welcome Nomi Prins to MacroVoices. Erik and Nomi discuss central bank collusion to prop up asset prices. They further look into why QE never led to runaway inflation and why there has been no consequences over the last 10 years. For the second interview Erik welcomes Pat Hemsworth to the show to discuss everything oil.

Nomi Prins: Central Bank Collusion; Pat Hemsworth: Crude Oil Update

Jun 1, 2018 1:28:38

Description:

Erik Townsend and Patrick Ceresna welcome Nomi Prins to MacroVoices. Erik and Nomi discuss central bank collusion to prop up asset prices. They further look into why QE never led to runaway inflation and why there has been no consequences over the last 10 years. For the second interview Erik welcomes Pat Hemsworth to the show to discuss everything oil.

Nomi Prins: Central Bank Collusion; Pat Hemsworth: Crude Oil Update

Jun 1, 2018 1:28:38

Description:

Erik Townsend and Patrick Ceresna welcome Nomi Prins to MacroVoices. Erik and Nomi discuss central bank collusion to prop up asset prices. They further look into why QE never led to runaway inflation and why there has been no consequences over the last 10 years. For the second interview Erik welcomes Pat Hemsworth to the show to discuss everything oil.

Dr. Lacy Hunt: The Bond Bull Market is NOT over!

May 24, 2018 1:14:54

Description:

Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt back to MacroVoices. Erik and Lacy ask if the bond bear market has really started and what are the opposing views? They further discuss shorting high yield debt, junk credit and ask where to be on the yield curve right now. They then move on to discuss the bigger picture as to whether America ever be able to repay the debt and where is the point of no return.

Dr. Lacy Hunt: The Bond Bull Market is NOT over!

May 24, 2018 1:14:54

Description:

Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt back to MacroVoices. Erik and Lacy ask if the bond bear market has really started and what are the opposing views? They further discuss shorting high yield debt, junk credit and ask where to be on the yield curve right now. They then move on to discuss the bigger picture as to whether America ever be able to repay the debt and where is the point of no return.

Dr. Lacy Hunt: The Bond Bull Market is NOT over!

May 24, 2018 1:14:54

Description:

Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt back to MacroVoices. Erik and Lacy ask if the bond bear market has really started and what are the opposing views? They further discuss shorting high yield debt, junk credit and ask where to be on the yield curve right now. They then move on to discuss the bigger picture as to whether America ever be able to repay the debt and where is the point of no return.

Juliette Declercq: The bear argument for the USD

May 18, 2018 1:16:28

Description:

Erik Townsend and Patrick Ceresna welcome Juliette Declercq back to MacroVoices. Erik and Juliette discuss the U.S. Dollar, rate differentials and ask if there has been a regime shift. They further discuss how does the economic data tie back into bearish dollar narrative and what are the tactical considerations on a dollar short. They further touch on how traders can position themselves on the interim.

Juliette Declercq: The bear argument for the USD

May 18, 2018 1:16:28

Description:

Erik Townsend and Patrick Ceresna welcome Juliette Declercq back to MacroVoices. Erik and Juliette discuss the U.S. Dollar, rate differentials and ask if there has been a regime shift. They further discuss how does the economic data tie back into bearish dollar narrative and what are the tactical considerations on a dollar short. They further touch on how traders can position themselves on the interim.

Juliette Declercq: The bear argument for the USD

May 18, 2018 1:16:28

Description:

Erik Townsend and Patrick Ceresna welcome Juliette Declercq back to MacroVoices. Erik and Juliette discuss the U.S. Dollar, rate differentials and ask if there has been a regime shift. They further discuss how does the economic data tie back into bearish dollar narrative and what are the tactical considerations on a dollar short. They further touch on how traders can position themselves on the interim.

Charles Gave: Our Industry is NOT prepared for secular inflation!

May 11, 2018 1:18:34

Description:

Erik Townsend and Patrick Ceresna welcome Charles Gave to MacroVoices. Erik and Charles discuss the corporate yield curve and what it is telling us about the equity market. They then delve into the Hong Kong dollar peg and perspective on China’s debt and related risks. They further discuss the risk parity trade with bonds and stocks selling off simultaneously and the return of secular inflation. They look at the upcoming monetary war and how gold will play the arbiter”. They further look into what happened in the 70’s with inflation and how one can prepare for the return of secular inflation.

Charles Gave: Our Industry is NOT prepared for secular inflation!

May 11, 2018 1:18:34

Description:

Erik Townsend and Patrick Ceresna welcome Charles Gave to MacroVoices. Erik and Charles discuss the corporate yield curve and what it is telling us about the equity market. They then delve into the Hong Kong dollar peg and perspective on China’s debt and related risks. They further discuss the risk parity trade with bonds and stocks selling off simultaneously and the return of secular inflation. They look at the upcoming monetary war and how gold will play the arbiter”. They further look into what happened in the 70’s with inflation and how one can prepare for the return of secular inflation.

Charles Gave: Our Industry is NOT prepared for secular inflation!

May 11, 2018 1:18:34

Description:

Erik Townsend and Patrick Ceresna welcome Charles Gave to MacroVoices. Erik and Charles discuss the corporate yield curve and what it is telling us about the equity market. They then delve into the Hong Kong dollar peg and perspective on China’s debt and related risks. They further discuss the risk parity trade with bonds and stocks selling off simultaneously and the return of secular inflation. They look at the upcoming monetary war and how gold will play the arbiter”. They further look into what happened in the 70’s with inflation and how one can prepare for the return of secular inflation.

Russell Napier: Signs of incipient inflation are a false alarm and won’t last long

May 4, 2018 1:19:16

Description:

Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. Erik and Russell discuss deflationary risks in the U.S. and context on current higher inflation prints. Erik asks Russell how high are risks of a credit event and what risks are there emanating from China. They further consider the impact of higher interest rates and ask if there a concern of the U.S. government not being able to fund itself. They ask what comes next for the equity markets, the impacts on junk bonds and what is next for Japan.

Russell Napier: Signs of incipient inflation are a false alarm and won’t last long

May 4, 2018 1:19:16

Description:

Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. Erik and Russell discuss deflationary risks in the U.S. and context on current higher inflation prints. Erik asks Russell how high are risks of a credit event and what risks are there emanating from China. They further consider the impact of higher interest rates and ask if there a concern of the U.S. government not being able to fund itself. They ask what comes next for the equity markets, the impacts on junk bonds and what is next for Japan.

Russell Napier: Signs of incipient inflation are a false alarm and won’t last long

May 4, 2018 1:19:16

Description:

Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. Erik and Russell discuss deflationary risks in the U.S. and context on current higher inflation prints. Erik asks Russell how high are risks of a credit event and what risks are there emanating from China. They further consider the impact of higher interest rates and ask if there a concern of the U.S. government not being able to fund itself. They ask what comes next for the equity markets, the impacts on junk bonds and what is next for Japan.

Marin Katusa: Copper, Uranium & the EV Revolution

Apr 26, 2018 1:08:37

Description:

Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show. They discuss uranium exports to from Russia to the U.S. and what options does the US have for new uranium sources? They further explore electric vehicles and why they’ll be a dominant trend over the coming years and why copper is a key component in playing the EV trend. They discuss if copper is a sole source material for EV or is there an alternative?

Marin Katusa: Copper, Uranium & the EV Revolution

Apr 26, 2018 1:08:37

Description:

Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show. They discuss uranium exports to from Russia to the U.S. and what options does the US have for new uranium sources? They further explore electric vehicles and why they’ll be a dominant trend over the coming years and why copper is a key component in playing the EV trend. They discuss if copper is a sole source material for EV or is there an alternative?

Marin Katusa: Copper, Uranium & the EV Revolution

Apr 26, 2018 1:08:37

Description:

Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show. They discuss uranium exports to from Russia to the U.S. and what options does the US have for new uranium sources? They further explore electric vehicles and why they’ll be a dominant trend over the coming years and why copper is a key component in playing the EV trend. They discuss if copper is a sole source material for EV or is there an alternative?

Bassman/Cudmore/Snider: Market Correction Review

Apr 20, 2018 1:27:40

Description:

MacroVoices welcomes Harley Bassman, Mark Cudmore and Jeffrey Snider for a triple header episode asking if the market correction is over. The further discuss, bonds, commodities and the U.S. Dollar.

Bassman/Cudmore/Snider: Market Correction Review

Apr 20, 2018 1:27:40

Description:

MacroVoices welcomes Harley Bassman, Mark Cudmore and Jeffrey Snider for a triple header episode asking if the market correction is over. The further discuss, bonds, commodities and the U.S. Dollar.

Bassman/Cudmore/Snider: Market Correction Review

Apr 20, 2018 1:27:40

Description:

MacroVoices welcomes Harley Bassman, Mark Cudmore and Jeffrey Snider for a triple header episode asking if the market correction is over. The further discuss, bonds, commodities and the U.S. Dollar.

Darius Dale: Hedgeye turn BEARISH U.S. Growth

Apr 13, 2018 1:10:32

Description:

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss the peak in the U.S. growth cycle, inflation and earnings. They further discuss the global divergence reiterated and the prognostications vs the reality of the markets. They further discuss China’s massive credit expansion, the US dollar and the breakdown in currency and interest differentials.

Darius Dale: Hedgeye turn BEARISH U.S. Growth

Apr 13, 2018 1:10:32

Description:

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss the peak in the U.S. growth cycle, inflation and earnings. They further discuss the global divergence reiterated and the prognostications vs the reality of the markets. They further discuss China’s massive credit expansion, the US dollar and the breakdown in currency and interest differentials.

Darius Dale: Hedgeye turn BEARISH U.S. Growth

Apr 13, 2018 1:10:32

Description:

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss the peak in the U.S. growth cycle, inflation and earnings. They further discuss the global divergence reiterated and the prognostications vs the reality of the markets. They further discuss China’s massive credit expansion, the US dollar and the breakdown in currency and interest differentials.

Simon White: Equities are running out of road

Apr 6, 2018 1:23:05

Description:

Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss the equity markets and the post-crash dynamics. They look at the medium-term drivers of the U.S. dollar and ask if something has fundamentally changed in the U.S. treasury markets. They look that the yield curve, TED and LIBOR OIS spreads and conclude by looking at the outlook on the Canadian, Chinese and Japanese economies.

Simon White: Equities are running out of road

Apr 6, 2018 1:22:57

Description:

Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss the equity markets and the post-crash dynamics. They look at the medium-term drivers of the U.S. dollar and ask if something has fundamentally changed in the U.S. treasury markets. They look that the yield curve, TED and LIBOR OIS spreads and conclude by looking at the outlook on the Canadian, Chinese and Japanese economies.

Simon White: Equities are running out of road

Apr 6, 2018 1:22:57

Description:

Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss the equity markets and the post-crash dynamics. They look at the medium-term drivers of the U.S. dollar and ask if something has fundamentally changed in the U.S. treasury markets. They look that the yield curve, TED and LIBOR OIS spreads and conclude by looking at the outlook on the Canadian, Chinese and Japanese economies.

Julian Brigden: Stock collapse under own weight or Fed/yields do it for them

Mar 29, 2018 1:27:00

Description:

Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss what is on the horizon for inflation and is there a risk of runaway inflation? They look at today’s market and what comes next for equities. They discuss if the market highs in already and if bonds and stocks sell off, where does the money go? They look at the US dollar, the correlation breakdown between the USD and US bonds and where to focus the bond short.

Julian Brigden: Stock collapse under own weight or Fed/yields do it for them

Mar 29, 2018 1:27:00

Description:

Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss what is on the horizon for inflation and is there a risk of runaway inflation? They look at today’s market and what comes next for equities. They discuss if the market highs in already and if bonds and stocks sell off, where does the money go? They look at the US dollar, the correlation breakdown between the USD and US bonds and where to focus the bond short.

Julian Brigden: Stock collapse under own weight or Fed/yields do it for them

Mar 29, 2018 1:27:00

Description:

Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss what is on the horizon for inflation and is there a risk of runaway inflation? They look at today’s market and what comes next for equities. They discuss if the market highs in already and if bonds and stocks sell off, where does the money go? They look at the US dollar, the correlation breakdown between the USD and US bonds and where to focus the bond short.

Jeff Snider: U.S. Treasury Yield Curve Deep Dive

Mar 22, 2018 1:46:42

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeff discuss what the current yield curve is telling us? They touch on the changes from an era of fed funds rate targeting and reflect on the 2006-2009 period for interest rates and the reflation trends in the post “Great Financial Crisis”. Jeff continues to deconstruct rates, the negative term premiums and the markets inflation expectations. They conclude looking at central bank failure and why this flat curve is bad.

Jeff Snider: U.S. Treasury Yield Curve Deep Dive

Mar 22, 2018 1:46:42

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeff discuss what the current yield curve is telling us? They touch on the changes from an era of fed funds rate targeting and reflect on the 2006-2009 period for interest rates and the reflation trends in the post “Great Financial Crisis”. Jeff continues to deconstruct rates, the negative term premiums and the markets inflation expectations. They conclude looking at central bank failure and why this flat curve is bad.

Jeff Snider: U.S. Treasury Yield Curve Deep Dive

Mar 22, 2018 1:46:42

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeff discuss what the current yield curve is telling us? They touch on the changes from an era of fed funds rate targeting and reflect on the 2006-2009 period for interest rates and the reflation trends in the post “Great Financial Crisis”. Jeff continues to deconstruct rates, the negative term premiums and the markets inflation expectations. They conclude looking at central bank failure and why this flat curve is bad.

John Mauldin: No sign of imminent recession

Mar 16, 2018 1:19:17

Description:

Erik Townsend welcomes John Mauldin to MacroVoices. Erik starts by asking John if this is the end or just the beginning of this small market dislocation? They further discuss drivers behind the back up of interest rates and ask how far can the 10-year go before something breaks and what are the risks? They proceed to discuss inflation, China and some of the surprises from the SIC conference this year.

John Mauldin: No sign of imminent recession

Mar 16, 2018 1:19:17

Description:

Erik Townsend welcomes John Mauldin to MacroVoices. Erik starts by asking John if this is the end or just the beginning of this small market dislocation? They further discuss drivers behind the back up of interest rates and ask how far can the 10-year go before something breaks and what are the risks? They proceed to discuss inflation, China and some of the surprises from the SIC conference this year.

John Mauldin: No sign of imminent recession

Mar 16, 2018 1:19:17

Description:

Erik Townsend welcomes John Mauldin to MacroVoices. Erik starts by asking John if this is the end or just the beginning of this small market dislocation? They further discuss drivers behind the back up of interest rates and ask how far can the 10-year go before something breaks and what are the risks? They proceed to discuss inflation, China and some of the surprises from the SIC conference this year.

Jim Grant: The great Bond BEAR Market has already begun!

Mar 9, 2018 1:33:12

Description:

Erik Townsend welcomes Jim Grant to MacroVoices. Erik and Jim discuss new Fed governor Powell, treasury yields and how far the FED go before something breaks. They discuss his outlook on inflation, gold, junk bonds, China and the drivers of long term debt cycles. They reflect on History and what happened when the FED did not bail out the banks in 1920 and considerations on what actions the US government can take to deal with the debt.

Jim Grant: The great Bond BEAR Market has already begun!

Mar 9, 2018 1:33:12

Description:

Erik Townsend welcomes Jim Grant to MacroVoices. Erik and Jim discuss new Fed governor Powell, treasury yields and how far the FED go before something breaks. They discuss his outlook on inflation, gold, junk bonds, China and the drivers of long term debt cycles. They reflect on History and what happened when the FED did not bail out the banks in 1920 and considerations on what actions the US government can take to deal with the debt.

Jim Grant: The great Bond BEAR Market has already begun!

Mar 9, 2018 1:33:12

Description:

Erik Townsend welcomes Jim Grant to MacroVoices. Erik and Jim discuss new Fed governor Powell, treasury yields and how far the FED go before something breaks. They discuss his outlook on inflation, gold, junk bonds, China and the drivers of long term debt cycles. They reflect on History and what happened when the FED did not bail out the banks in 1920 and considerations on what actions the US government can take to deal with the debt.

Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies

Mar 2, 2018 1:34:55

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss gold swaps, how central banks engage in them and what has changed in gold swap markets today. They further investigate the gold bug’s conspiracy theory about “gold pukes” and what happened to gold in the 2008 crisis. They finally touch on how has the mood changed in gold starting 2017?

Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies

Mar 2, 2018 1:34:55

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss gold swaps, how central banks engage in them and what has changed in gold swap markets today. They further investigate the gold bug’s conspiracy theory about “gold pukes” and what happened to gold in the 2008 crisis. They finally touch on how has the mood changed in gold starting 2017?

Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies

Mar 2, 2018 1:34:55

Description:

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss gold swaps, how central banks engage in them and what has changed in gold swap markets today. They further investigate the gold bug’s conspiracy theory about “gold pukes” and what happened to gold in the 2008 crisis. They finally touch on how has the mood changed in gold starting 2017?

Rick Rule: Natural Resource Investing

Feb 23, 2018 1:20:05

Description:

Erik Townsend welcomes back Rick Rule from Sprott Global to MacroVoices. Erik and Rick discuss using a top down macro perspective on resource investing. The delve into rare earths, lithium uranium and nuclear energy. The discuss the future of liquid fluoride thorium reactors, copper, potash and investing in water as a commodity.

Rick Rule: Natural Resource Investing

Feb 23, 2018 1:20:05

Description:

Erik Townsend welcomes back Rick Rule from Sprott Global to MacroVoices. Erik and Rick discuss using a top down macro perspective on resource investing. The delve into rare earths, lithium uranium and nuclear energy. The discuss the future of liquid fluoride thorium reactors, copper, potash and investing in water as a commodity.

Rick Rule: Natural Resource Investing

Feb 23, 2018 1:20:05

Description:

Erik Townsend welcomes back Rick Rule from Sprott Global to MacroVoices. Erik and Rick discuss using a top down macro perspective on resource investing. The delve into rare earths, lithium uranium and nuclear energy. The discuss the future of liquid fluoride thorium reactors, copper, potash and investing in water as a commodity.

Eric Peters: Systemic Risks are Mounting

Feb 16, 2018 1:28:28

Description:

Erik Townsend welcomes Eric Peters to MacroVoices. Erik and Eric discuss if this is just a small equity market dislocation or is this bigger, the VIX complex and why the Inverse VIX products were flawed. They put context on the increasing rates, the movement of the dollar, stagflation and inflation risks. They further consider the impact of the changes of leadership at the FED and the policy tools they will be able to use during the next recession.

Eric Peters: Systemic Risks are Mounting

Feb 16, 2018 1:28:28

Description:

Erik Townsend welcomes Eric Peters to MacroVoices. Erik and Eric discuss if this is just a small equity market dislocation or is this bigger, the VIX complex and why the Inverse VIX products were flawed. They put context on the increasing rates, the movement of the dollar, stagflation and inflation risks. They further consider the impact of the changes of leadership at the FED and the policy tools they will be able to use during the next recession.

Eric Peters: Systemic Risks are Mounting

Feb 16, 2018 1:28:28

Description:

Erik Townsend welcomes Eric Peters to MacroVoices. Erik and Eric discuss if this is just a small equity market dislocation or is this bigger, the VIX complex and why the Inverse VIX products were flawed. They put context on the increasing rates, the movement of the dollar, stagflation and inflation risks. They further consider the impact of the changes of leadership at the FED and the policy tools they will be able to use during the next recession.

Jared Dillian: The week short vol imploded

Feb 9, 2018 1:28:21

Description:

Erik Townsend welcomes Jared Dillian to MacroVoices. Erik and Jared discuss the drivers of this stock market drop and ask if higher volatility here to stay? The further discuss if this is the beginning of a sustained unwinding of the short vol trade and where are the markets heading from here. They further discuss bonds, interest rates, the US dollar and gold.

Jared Dillian: The week short vol imploded

Feb 9, 2018 1:28:21

Description:

Erik Townsend welcomes Jared Dillian to MacroVoices. Erik and Jared discuss the drivers of this stock market drop and ask if higher volatility here to stay? The further discuss if this is the beginning of a sustained unwinding of the short vol trade and where are the markets heading from here. They further discuss bonds, interest rates, the US dollar and gold.

Jared Dillian: The week short vol imploded

Feb 9, 2018 1:28:21

Description:

Erik Townsend welcomes Jared Dillian to MacroVoices. Erik and Jared discuss the drivers of this stock market drop and ask if higher volatility here to stay? The further discuss if this is the beginning of a sustained unwinding of the short vol trade and where are the markets heading from here. They further discuss bonds, interest rates, the US dollar and gold.

Art Berman: Crude Oil Special Double Header

Feb 2, 2018 1:24:07

Description:

Erik Townsend welcomes Art Berman to MacroVoices. Erik and Art discuss the current oil markets, comparative inventories and OPECs influence on the price. They further put into context on OPEC production cuts and how much new oil is coming from higher prices. They look at the economics on the shale oil fields, perspectives on US oil exports and the general underinvestment in new exploration and development.

Art Berman: Crude Oil Special Double Header

Feb 2, 2018 1:24:07

Description:

Erik Townsend welcomes Art Berman to MacroVoices. Erik and Art discuss the current oil markets, comparative inventories and OPECs influence on the price. They further put into context on OPEC production cuts and how much new oil is coming from higher prices. They look at the economics on the shale oil fields, perspectives on US oil exports and the general underinvestment in new exploration and development.

Art Berman: Crude Oil Special Double Header

Feb 2, 2018 1:24:07

Description:

Erik Townsend welcomes Art Berman to MacroVoices. Erik and Art discuss the current oil markets, comparative inventories and OPECs influence on the price. They further put into context on OPEC production cuts and how much new oil is coming from higher prices. They look at the economics on the shale oil fields, perspectives on US oil exports and the general underinvestment in new exploration and development.

Chris Cole: Volatility and the Alchemy of Risk

Jan 26, 2018 1:21:10

Description:

Erik Townsend welcomes Chris Cole to MacroVoices. Erik and Chris discuss all things about underlying risks in the current low volatility market. They discuss share buybacks, the explicit vs implicit short vol positions and the impact of risk parity, VAR control, funds. The look at the potential impact of the unwind in the short VIX trade and why the scenarios echo the period prior to the 1987 market drop.

Chris Cole: Volatility and the Alchemy of Risk

Jan 26, 2018 1:21:10

Description:

Erik Townsend welcomes Chris Cole to MacroVoices. Erik and Chris discuss all things about underlying risks in the current low volatility market. They discuss share buybacks, the explicit vs implicit short vol positions and the impact of risk parity, VAR control, funds. The look at the potential impact of the unwind in the short VIX trade and why the scenarios echo the period prior to the 1987 market drop.

Chris Cole: Volatility and the Alchemy of Risk

Jan 26, 2018 1:21:10

Description:

Erik Townsend welcomes Chris Cole to MacroVoices. Erik and Chris discuss all things about underlying risks in the current low volatility market. They discuss share buybacks, the explicit vs implicit short vol positions and the impact of risk parity, VAR control, funds. The look at the potential impact of the unwind in the short VIX trade and why the scenarios echo the period prior to the 1987 market drop.

Mark Cudmore: Around the World of Macro

Jan 19, 2018 1:20:57

Description:

Erik Townsend welcomes Bloomberg’s Mark Cudmore to MacroVoices. Erik and Mark discuss the outlook for the US dollar, rate differentials and the impact of the Yuan oil contract. They further discuss bonds, inflation and stagnation. They move on to commodities, equities, China and Europe.

Mark Cudmore: Around the World of Macro

Jan 19, 2018 1:20:57

Description:

Erik Townsend welcomes Bloomberg’s Mark Cudmore to MacroVoices. Erik and Mark discuss the outlook for the US dollar, rate differentials and the impact of the Yuan oil contract. They further discuss bonds, inflation and stagnation. They move on to commodities, equities, China and Europe.

Mark Cudmore: Around the World of Macro

Jan 19, 2018 1:20:57

Description:

Erik Townsend welcomes Bloomberg’s Mark Cudmore to MacroVoices. Erik and Mark discuss the outlook for the US dollar, rate differentials and the impact of the Yuan oil contract. They further discuss bonds, inflation and stagnation. They move on to commodities, equities, China and Europe.

Josh Steiner: Global Housing Market Analysis

Jan 12, 2018 1:23:11

Description:

Erik Townsend welcomes Josh Steiner to MacroVoices. Erik and Josh discuss the macro drivers of the Canadian and Australian real estate markets. They look at Canada’s minsky moment, the new government policies and the impact on the Canadian banks. They move on to discuss the Australian one-cylinder economy, perspectives on the Australian construction boom and the high levels of home equity withdrawal. They further discuss the U.S. real estate markets and why there is still room to run.

Josh Steiner: Global Housing Market Analysis

Jan 12, 2018 1:23:11

Description:

Erik Townsend welcomes Josh Steiner to MacroVoices. Erik and Josh discuss the macro drivers of the Canadian and Australian real estate markets. They look at Canada’s minsky moment, the new government policies and the impact on the Canadian banks. They move on to discuss the Australian one-cylinder economy, perspectives on the Australian construction boom and the high levels of home equity withdrawal. They further discuss the U.S. real estate markets and why there is still room to run.

Josh Steiner: Global Housing Market Analysis

Jan 12, 2018 1:23:11

Description:

Erik Townsend welcomes Josh Steiner to MacroVoices. Erik and Josh discuss the macro drivers of the Canadian and Australian real estate markets. They look at Canada’s minsky moment, the new government policies and the impact on the Canadian banks. They move on to discuss the Australian one-cylinder economy, perspectives on the Australian construction boom and the high levels of home equity withdrawal. They further discuss the U.S. real estate markets and why there is still room to run.

Anatomy of the U.S. Dollar End Game Part 5 of 5

Jan 5, 2018 1:27:08

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 5 of the 5 Part Series, the panel discuss the possible sign posts for the big change and the potential triggers for a lower U.S. dollar. They ask if structural changes be implemented to change the course of the dollar and ask which investment assets will work the best?

Anatomy of the U.S. Dollar End Game Part 5 of 5

Jan 5, 2018 1:27:08

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 5 of the 5 Part Series, the panel discuss the possible sign posts for the big change and the potential triggers for a lower U.S. dollar. They ask if structural changes be implemented to change the course of the dollar and ask which investment assets will work the best?

Anatomy of the U.S. Dollar End Game Part 5 of 5

Jan 5, 2018 1:27:08

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 5 of the 5 Part Series, the panel discuss the possible sign posts for the big change and the potential triggers for a lower U.S. dollar. They ask if structural changes be implemented to change the course of the dollar and ask which investment assets will work the best?

Anatomy of the U.S. Dollar End Game Part 4 of 5

Dec 30, 2017 1:20:52

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 4 of the 5 Part Series, Mark Yusko and Luke Gromen debate the gold/oil ratio and gold as a reserve asset. They further discuss international attempts to bypass the U.S. Dollar and the U.S. Dollar shortage caused by the oil price. The finally debate the U.S. losing its status as a hegemonic power and the logistics in replacing the U.S. System.

Anatomy of the U.S. Dollar End Game Part 4 of 5

Dec 30, 2017 1:20:52

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 4 of the 5 Part Series, Mark Yusko and Luke Gromen debate the gold/oil ratio and gold as a reserve asset. They further discuss international attempts to bypass the U.S. Dollar and the U.S. Dollar shortage caused by the oil price. The finally debate the U.S. losing its status as a hegemonic power and the logistics in replacing the U.S. System.

Anatomy of the U.S. Dollar End Game Part 4 of 5

Dec 30, 2017 1:20:52

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 4 of the 5 Part Series, Mark Yusko and Luke Gromen debate the gold/oil ratio and gold as a reserve asset. They further discuss international attempts to bypass the U.S. Dollar and the U.S. Dollar shortage caused by the oil price. The finally debate the U.S. losing its status as a hegemonic power and the logistics in replacing the U.S. System.

Anatomy of the U.S. Dollar End Game Part 3 of 5

Dec 28, 2017 1:04:46

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 3 of the 5 Part Series, Mark Yusko and Luke Gromen discuss the cyclical patterns and technicals for the U.S. Dollar and ask if there is room for another rally. They discuss the gold and the oil for Yuan plan. They look at demographics, deflation, lower rates and the new multi-polar FX world.

Anatomy of the U.S. Dollar End Game Part 3 of 5

Dec 28, 2017 1:04:46

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 3 of the 5 Part Series, Mark Yusko and Luke Gromen discuss the cyclical patterns and technicals for the U.S. Dollar and ask if there is room for another rally. They discuss the gold and the oil for Yuan plan. They look at demographics, deflation, lower rates and the new multi-polar FX world.

Anatomy of the U.S. Dollar End Game Part 3 of 5

Dec 28, 2017 1:04:46

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 3 of the 5 Part Series, Mark Yusko and Luke Gromen discuss the cyclical patterns and technicals for the U.S. Dollar and ask if there is room for another rally. They discuss the gold and the oil for Yuan plan. They look at demographics, deflation, lower rates and the new multi-polar FX world.

Anatomy of the U.S. Dollar End Game Part 2 of 5

Dec 25, 2017 1:11:21

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 2 of the 5 Part Series, Jeffrey Snider explains the post 2007 U.S. Dollar shortage and how the dollar scarcity play out? They move on to discuss the problems facing China at the moment and perspective on the China gold buying. They ask if American politicians even know there is a problem?

Anatomy of the U.S. Dollar End Game Part 2 of 5

Dec 25, 2017 1:11:21

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 2 of the 5 Part Series, Jeffrey Snider explains the post 2007 U.S. Dollar shortage and how the dollar scarcity play out? They move on to discuss the problems facing China at the moment and perspective on the China gold buying. They ask if American politicians even know there is a problem?

Anatomy of the U.S. Dollar End Game Part 2 of 5

Dec 25, 2017 1:11:21

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 2 of the 5 Part Series, Jeffrey Snider explains the post 2007 U.S. Dollar shortage and how the dollar scarcity play out? They move on to discuss the problems facing China at the moment and perspective on the China gold buying. They ask if American politicians even know there is a problem?

Anatomy of the U.S. Dollar End Game Part 1 of 5

Dec 24, 2017 1:17:02

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 1 of the 5 Part Series, Jeffrey Snider presents perspectives on where we are today. Looks at how Russia and Brazil dealt with US dollar funding through derivatives and FX repo auctions. They further discuss China’s management of the U.S. dollar and the evolving Chinese response.

Anatomy of the U.S. Dollar End Game Part 1 of 5

Dec 24, 2017 1:17:02

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 1 of the 5 Part Series, Jeffrey Snider presents perspectives on where we are today. Looks at how Russia and Brazil dealt with US dollar funding through derivatives and FX repo auctions. They further discuss China’s management of the U.S. dollar and the evolving Chinese response.

Anatomy of the U.S. Dollar End Game Part 1 of 5

Dec 24, 2017 1:17:02

Description:

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 1 of the 5 Part Series, Jeffrey Snider presents perspectives on where we are today. Looks at how Russia and Brazil dealt with US dollar funding through derivatives and FX repo auctions. They further discuss China’s management of the U.S. dollar and the evolving Chinese response.

Prof. Steve Keen: Reinventing how Economics is Taught

Dec 22, 2017 1:28:46

Description:

Erik Townsend welcomes back Steve Keen to MacroVoices. Erik and Steve discuss the 2008 crisis and what could go wrong in the current cycle. They discuss the false narratives around QE and bank reserves and where is the risk to correction in asset pricing. They further discuss the walking dead of debt and the future zombies to be. They further discuss Japan, Canada and China and how long does this debt cycle last?

Prof. Steve Keen: Reinventing how Economics is Taught

Dec 22, 2017 1:28:46

Description:

Erik Townsend welcomes back Steve Keen to MacroVoices. Erik and Steve discuss the 2008 crisis and what could go wrong in the current cycle. They discuss the false narratives around QE and bank reserves and where is the risk to correction in asset pricing. They further discuss the walking dead of debt and the future zombies to be. They further discuss Japan, Canada and China and how long does this debt cycle last?

Prof. Steve Keen: Reinventing how Economics is Taught

Dec 22, 2017 1:28:46

Description:

Erik Townsend welcomes back Steve Keen to MacroVoices. Erik and Steve discuss the 2008 crisis and what could go wrong in the current cycle. They discuss the false narratives around QE and bank reserves and where is the risk to correction in asset pricing. They further discuss the walking dead of debt and the future zombies to be. They further discuss Japan, Canada and China and how long does this debt cycle last?

Juliette Declercq: 2018 Macro Outlook

Dec 15, 2017 1:20:09

Description:

Erik Townsend welcomes Juliette Declercq to MacroVoices. Erik and Juliette discuss the US and Chinese economy, inflation and the cautious outlook on equities for 2018. They further discuss interest rates, bond and the potential of a yield curve inversion. Finally, they discuss the Fed and her bearish outlook for the US dollar.

Juliette Declercq: 2018 Macro Outlook

Dec 15, 2017 1:20:09

Description:

Erik Townsend welcomes Juliette Declercq to MacroVoices. Erik and Juliette discuss the US and Chinese economy, inflation and the cautious outlook on equities for 2018. They further discuss interest rates, bond and the potential of a yield curve inversion. Finally, they discuss the Fed and her bearish outlook for the US dollar.

Juliette Declercq: 2018 Macro Outlook

Dec 15, 2017 1:20:09

Description:

Erik Townsend welcomes Juliette Declercq to MacroVoices. Erik and Juliette discuss the US and Chinese economy, inflation and the cautious outlook on equities for 2018. They further discuss interest rates, bond and the potential of a yield curve inversion. Finally, they discuss the Fed and her bearish outlook for the US dollar.

Marin Katusa: Mohamed bin Salman is reshaping Saudi Arabia

Dec 8, 2017 1:24:15

Description:

Erik Townsend welcomes Marin Katusa back to MacroVoices. Erik and Marin discuss Saudi Arabian politics and the power shift in the Middle East. They touch on the Petrodollar and the Yuan oil contract, the Saudi Aramco IPO and understanding the OPEC and Russia relationship. The further discuss the future of the electric vehicle market, uranium, global uranium enrichment, Russia and the future of Vladimir Putin.

Marin Katusa: Mohamed bin Salman is reshaping Saudi Arabia

Dec 8, 2017 1:24:15

Description:

Erik Townsend welcomes Marin Katusa back to MacroVoices. Erik and Marin discuss Saudi Arabian politics and the power shift in the Middle East. They touch on the Petrodollar and the Yuan oil contract, the Saudi Aramco IPO and understanding the OPEC and Russia relationship. The further discuss the future of the electric vehicle market, uranium, global uranium enrichment, Russia and the future of Vladimir Putin.

Marin Katusa: Mohamed bin Salman is reshaping Saudi Arabia

Dec 8, 2017 1:24:15

Description:

Erik Townsend welcomes Marin Katusa back to MacroVoices. Erik and Marin discuss Saudi Arabian politics and the power shift in the Middle East. They touch on the Petrodollar and the Yuan oil contract, the Saudi Aramco IPO and understanding the OPEC and Russia relationship. The further discuss the future of the electric vehicle market, uranium, global uranium enrichment, Russia and the future of Vladimir Putin.

Jonathan Tepper: Is Retail a Consensus Short or a Contrarian Long?

Dec 1, 2017 1:34:43

Description:

Erik Townsend welcomes Jonathan Tepper back to MacroVoices. Erik and Jonathan discuss the outlook on the US dollar, the momentum trade on global equities and VPs contrarian call on the retailers. They further discuss Australian real estate, the Canadian economy and the outlook on China. Special post game guest Devin Anderson to discuss the VIX complex and the short VOL trade.

Jonathan Tepper: Is Retail a Consensus Short or a Contrarian Long?

Dec 1, 2017 1:34:43

Description:

Erik Townsend welcomes Jonathan Tepper back to MacroVoices. Erik and Jonathan discuss the outlook on the US dollar, the momentum trade on global equities and VPs contrarian call on the retailers. They further discuss Australian real estate, the Canadian economy and the outlook on China. Special post game guest Devin Anderson to discuss the VIX complex and the short VOL trade.

Jonathan Tepper: Is Retail a Consensus Short or a Contrarian Long?

Dec 1, 2017 1:34:43

Description:

Erik Townsend welcomes Jonathan Tepper back to MacroVoices. Erik and Jonathan discuss the outlook on the US dollar, the momentum trade on global equities and VPs contrarian call on the retailers. They further discuss Australian real estate, the Canadian economy and the outlook on China. Special post game guest Devin Anderson to discuss the VIX complex and the short VOL trade.

Francesco Filia: Positive Feedback Loops Threaten Systemic Risk Escalation

Nov 23, 2017 1:30:03

Description:

Erik Townsend welcomes Francesco Filia to MacroVoices. Erik and Francesco discuss the twin bubbles in equities and bonds and what the catalyst could be for the reversal. They further discuss the fake market narrative, feedback loops, European junk bonds and the big short VOL trade. Conversation continues in the postgame with guest Kevin Muir to further discuss bonds, inflation and the coming collapse of the short VOL trade.

Francesco Filia: Positive Feedback Loops Threaten Systemic Risk Escalation

Nov 23, 2017 1:30:03

Description:

Erik Townsend welcomes Francesco Filia to MacroVoices. Erik and Francesco discuss the twin bubbles in equities and bonds and what the catalyst could be for the reversal. They further discuss the fake market narrative, feedback loops, European junk bonds and the big short VOL trade. Conversation continues in the postgame with guest Kevin Muir to further discuss bonds, inflation and the coming collapse of the short VOL trade.

Francesco Filia: Positive Feedback Loops Threaten Systemic Risk Escalation

Nov 23, 2017 1:30:03

Description:

Erik Townsend welcomes Francesco Filia to MacroVoices. Erik and Francesco discuss the twin bubbles in equities and bonds and what the catalyst could be for the reversal. They further discuss the fake market narrative, feedback loops, European junk bonds and the big short VOL trade. Conversation continues in the postgame with guest Kevin Muir to further discuss bonds, inflation and the coming collapse of the short VOL trade.

Keith McCullough: Bullish Real Growth

Nov 17, 2017 1:10:56

Description:

Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss the bull narrative on equities and why valuations are not a catalyst. They further go into the trends in growth and inflation, and where we are in the economic cycle. They look at growth acceleration, earnings and the valuations on technology stocks.

Keith McCullough: Bullish Real Growth

Nov 17, 2017 1:10:56

Description:

Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss the bull narrative on equities and why valuations are not a catalyst. They further go into the trends in growth and inflation, and where we are in the economic cycle. They look at growth acceleration, earnings and the valuations on technology stocks.

Keith McCullough: Bullish Real Growth

Nov 17, 2017 1:10:56

Description:

Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss the bull narrative on equities and why valuations are not a catalyst. They further go into the trends in growth and inflation, and where we are in the economic cycle. They look at growth acceleration, earnings and the valuations on technology stocks.

Jeffrey Snider: Eurodollar University Part 4

Nov 10, 2017 1:33:02

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices for Part 4 of the Eurodollar University. Erik and Jeffrey discuss the failure of Primus and AIG back in 2008, the Gramm-Leach-Bliley Act, Henry Paulson and Glass–Steagall. They further discuss the Eurodollar system going parabolic in the 2000s, Banks manipulating regulations and the big picture end game of the Eurodollar system.

Jeffrey Snider: Eurodollar University Part 4

Nov 9, 2017 1:33:02

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices for Part 4 of the Eurodollar University. Erik and Jeffrey discuss the failure of Primus and AIG back in 2008, the Gramm-Leach-Bliley Act, Henry Paulson and Glass–Steagall. They further discuss the Eurodollar system going parabolic in the 2000s, Banks manipulating regulations and the big picture end game of the Eurodollar system.

Jeffrey Snider: Eurodollar University Part 4

Nov 9, 2017 1:33:02

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices for Part 4 of the Eurodollar University. Erik and Jeffrey discuss the failure of Primus and AIG back in 2008, the Gramm-Leach-Bliley Act, Henry Paulson and Glass–Steagall. They further discuss the Eurodollar system going parabolic in the 2000s, Banks manipulating regulations and the big picture end game of the Eurodollar system.

Grant Williams: Petroyuan Oil Contract could be a Game Changer

Nov 3, 2017 1:22:49

Description:

Erik Townsend welcomes back Grant Williams to MacroVoices. Erik and Grant discuss the outlook for the US dollar, the Petroyuan oil contract and the outlook on gold. They discuss inflation risks, interest rates and bonds, real estate and perspectives on China’s credit bubble. They wrap things up discussing cryptocurrencies and the outlook on Europe.

Grant Williams: Petroyuan Oil Contract could be a Game Changer

Nov 2, 2017 1:22:49

Description:

Erik Townsend welcomes back Grant Williams to MacroVoices. Erik and Grant discuss the outlook for the US dollar, the Petroyuan oil contract and the outlook on gold. They discuss inflation risks, interest rates and bonds, real estate and perspectives on China’s credit bubble. They wrap things up discussing cryptocurrencies and the outlook on Europe.

Grant Williams: Petroyuan Oil Contract could be a Game Changer

Nov 2, 2017 1:22:49

Description:

Erik Townsend welcomes back Grant Williams to MacroVoices. Erik and Grant discuss the outlook for the US dollar, the Petroyuan oil contract and the outlook on gold. They discuss inflation risks, interest rates and bonds, real estate and perspectives on China’s credit bubble. They wrap things up discussing cryptocurrencies and the outlook on Europe.

Harley S. Bassman: The Convexity Maven opines on Macro Themes

Oct 27, 2017 1:13:29

Description:

Erik Townsend welcomes Harley Bassman to MacroVoices. Erik and Harley discuss the creation of the MOVE index, the three Drivers of Risk: Duration, Credit, and Convexity and the demographic of the Baby Boomers continues to drive financial markets. They further discuss perspective on CAPE ratio levels, correlation of buybacks to cumulative flows and the flow of active to passive management is building a negatively convex foundation.

Harley S. Bassman: The Convexity Maven opines on Macro Themes

Oct 26, 2017 1:13:29

Description:

Erik Townsend welcomes Harley Bassman to MacroVoices. Erik and Harley discuss the creation of the MOVE index, the three Drivers of Risk: Duration, Credit, and Convexity and the demographic of the Baby Boomers continues to drive financial markets. They further discuss perspective on CAPE ratio levels, correlation of buybacks to cumulative flows and the flow of active to passive management is building a negatively convex foundation.

Harley S. Bassman: The Convexity Maven opines on Macro Themes

Oct 26, 2017 1:13:29

Description:

Erik Townsend welcomes Harley Bassman to MacroVoices. Erik and Harley discuss the creation of the MOVE index, the three Drivers of Risk: Duration, Credit, and Convexity and the demographic of the Baby Boomers continues to drive financial markets. They further discuss perspective on CAPE ratio levels, correlation of buybacks to cumulative flows and the flow of active to passive management is building a negatively convex foundation.

Jeffrey Snider: Eurodollar University Part 3

Oct 22, 2017 43:43

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss the Basel Accords, capital reserve ratios and risk weighting assets. The further discuss the leverage in bank capital, adoption of the JPM RiskMetrics and illustrations of the basic interbank functions.

Jeffrey Snider: Eurodollar University Part 3

Oct 21, 2017 43:43

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss the Basel Accords, capital reserve ratios and risk weighting assets. The further discuss the leverage in bank capital, adoption of the JPM RiskMetrics and illustrations of the basic interbank functions.

Jeffrey Snider: Eurodollar University Part 3

Oct 21, 2017 43:43

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss the Basel Accords, capital reserve ratios and risk weighting assets. The further discuss the leverage in bank capital, adoption of the JPM RiskMetrics and illustrations of the basic interbank functions.

Art Berman: Comparative Inventory draws spell higher oil prices

Oct 20, 2017 1:29:46

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art discuss the comparative inventories on oil and the oil prices responsiveness to the changes in inventories. The further discuss the realization that price recovery takes time and that many refinery intakes have not yet recovered. They further discuss backwardation on WTI, considerations on OPEC-NOPEC production cuts and the global market balance on oil.

Art Berman: Comparative Inventory draws spell higher oil prices

Oct 20, 2017 1:29:46

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art discuss the comparative inventories on oil and the oil prices responsiveness to the changes in inventories. The further discuss the realization that price recovery takes time and that many refinery intakes have not yet recovered. They further discuss backwardation on WTI, considerations on OPEC-NOPEC production cuts and the global market balance on oil.

Art Berman: Comparative Inventory draws spell higher oil prices

Oct 20, 2017 1:29:46

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art discuss the comparative inventories on oil and the oil prices responsiveness to the changes in inventories. The further discuss the realization that price recovery takes time and that many refinery intakes have not yet recovered. They further discuss backwardation on WTI, considerations on OPEC-NOPEC production cuts and the global market balance on oil.

Jeffrey Christian: Gold on course for new all-time highs by 2020

Oct 13, 2017 1:25:56

Description:

Erik Townsend welcomes Jeffrey Christian back to MacroVoices. Erik and Jeffrey discuss the outlook on the US dollar, gold, silver and global de-dollarization. They further discuss considerations on new crude oil contract with settlement in yuan, backed by gold and the next Fed Chairman. Later in the interview, they discuss ECB policy considerations, decentralization trends in Europe, Russia and China

Jeffrey Christian: Gold on course for new all-time highs by 2020

Oct 12, 2017 1:25:56

Description:

Erik Townsend welcomes Jeffrey Christian back to MacroVoices. Erik and Jeffrey discuss the outlook on the US dollar, gold, silver and global de-dollarization. They further discuss considerations on new crude oil contract with settlement in yuan, backed by gold and the next Fed Chairman. Later in the interview, they discuss ECB policy considerations, decentralization trends in Europe, Russia and China

Jeffrey Christian: Gold on course for new all-time highs by 2020

Oct 12, 2017 1:25:56

Description:

Erik Townsend welcomes Jeffrey Christian back to MacroVoices. Erik and Jeffrey discuss the outlook on the US dollar, gold, silver and global de-dollarization. They further discuss considerations on new crude oil contract with settlement in yuan, backed by gold and the next Fed Chairman. Later in the interview, they discuss ECB policy considerations, decentralization trends in Europe, Russia and China

Jeffrey Snider: Eurodollar University Part 2

Oct 6, 2017 1:20:13

Description:

Erik Townsend and Jeffrey Snider are back for Part 2 of the Eurodollar University. Erik and Jeffrey discuss the case of the missing money and the transformation of banking into a wholesale model. They look and the radical monetary evolution and put it into context in understanding the great inflation of the 1970s.

Jeffrey Snider: Eurodollar University Part 2

Oct 5, 2017 1:20:13

Description:

Erik Townsend and Jeffrey Snider are back for Part 2 of the Eurodollar University. Erik and Jeffrey discuss the case of the missing money and the transformation of banking into a wholesale model. They look and the radical monetary evolution and put it into context in understanding the great inflation of the 1970s.

Jeffrey Snider: Eurodollar University Part 2

Oct 5, 2017 1:20:13

Description:

Erik Townsend and Jeffrey Snider are back for Part 2 of the Eurodollar University. Erik and Jeffrey discuss the case of the missing money and the transformation of banking into a wholesale model. They look and the radical monetary evolution and put it into context in understanding the great inflation of the 1970s.

Mark Yusko: All Things Macro

Sep 30, 2017 1:03:41

Description:

Part 2 of a two part interview with Mark Yusko discussing commodities, the economy, the markets and more.

Mark Yusko: All Things Macro

Sep 29, 2017 1:03:41

Description:

Part 2 of a two part interview with Mark Yusko discussing commodities, the economy, the markets and more.

Mark Yusko: All Things Macro

Sep 29, 2017 1:03:41

Description:

Part 2 of a two part interview with Mark Yusko discussing commodities, the economy, the markets and more.

Mark Yusko: USD in secular bear market

Sep 29, 2017 1:11:14

Description:

Erik Townsend welcomes Mark Yusko back to MacroVoices. They start by discussing Mark’s US Dollar bear thesis from 2016, considerations on the petrodollar and the ascend of the Renminbi. The further discuss the “One Belt One Road Initiative” and ask if the secular blow off top on the dollar occurred?

Mark Yusko: USD in secular bear market

Sep 28, 2017 1:11:14

Description:

Erik Townsend welcomes Mark Yusko back to MacroVoices. They start by discussing Mark’s US Dollar bear thesis from 2016, considerations on the petrodollar and the ascend of the Renminbi. The further discuss the “One Belt One Road Initiative” and ask if the secular blow off top on the dollar occurred?

Mark Yusko: USD in secular bear market

Sep 28, 2017 1:11:14

Description:

Erik Townsend welcomes Mark Yusko back to MacroVoices. They start by discussing Mark’s US Dollar bear thesis from 2016, considerations on the petrodollar and the ascend of the Renminbi. The further discuss the “One Belt One Road Initiative” and ask if the secular blow off top on the dollar occurred?

Mark Grant: Central Bank Liquidity Drives Everything

Sep 22, 2017 1:07:09

Description:

Erik Townsend welcomes Mark Grant to MacroVoices. Erik and Mark discuss the outlook for the US Dollar, the Euro, precious metals and US equity markets. The further discuss the impact of Global CB policy vs the FED and ask if the 35-year bond bull market over? Further discussed is perspectives on China’s credit bubble, the underfunded pension crisis and the escalation of North Korea tensions.

Mark Grant: Central Bank Liquidity Drives Everything

Sep 22, 2017 1:07:09

Description:

Erik Townsend welcomes Mark Grant to MacroVoices. Erik and Mark discuss the outlook for the US Dollar, the Euro, precious metals and US equity markets. The further discuss the impact of Global CB policy vs the FED and ask if the 35-year bond bull market over? Further discussed is perspectives on China’s credit bubble, the underfunded pension crisis and the escalation of North Korea tensions.

Mark Grant: Central Bank Liquidity Drives Everything

Sep 22, 2017 1:07:09

Description:

Erik Townsend welcomes Mark Grant to MacroVoices. Erik and Mark discuss the outlook for the US Dollar, the Euro, precious metals and US equity markets. The further discuss the impact of Global CB policy vs the FED and ask if the 35-year bond bull market over? Further discussed is perspectives on China’s credit bubble, the underfunded pension crisis and the escalation of North Korea tensions.

Hugh Hendry: Inflation is just over the horizon!

Sep 15, 2017 1:08:35

Description:

MacroVoices welcomes Hugh Hendry as this week’s guest. Erik and Hugh discuss the outlook on the global economy, wage and price inflation and the US dollar. The further discuss interest rates, the yield curve, precious metals and global equity markets. Finally, they discuss the considerations on the Chinese credit bubble.

Hugh Hendry: Inflation is just over the horizon!

Sep 14, 2017 1:08:35

Description:

MacroVoices welcomes Hugh Hendry as this week’s guest. Erik and Hugh discuss the outlook on the global economy, wage and price inflation and the US dollar. The further discuss interest rates, the yield curve, precious metals and global equity markets. Finally, they discuss the considerations on the Chinese credit bubble.

Hugh Hendry: Inflation is just over the horizon!

Sep 14, 2017 1:08:35

Description:

MacroVoices welcomes Hugh Hendry as this week’s guest. Erik and Hugh discuss the outlook on the global economy, wage and price inflation and the US dollar. The further discuss interest rates, the yield curve, precious metals and global equity markets. Finally, they discuss the considerations on the Chinese credit bubble.

Luke Gromen: The biggest mean reversion in 50+ years is underway!

Sep 8, 2017 1:07:07

Description:

Erik Townsend welcomes Luke Gromen to MacroVoices. Erik and Luke discuss his bearish perspectives on the US Dollars and why budget deficits matter. The discuss the new yuan oil contract and how it is changing global landscape and impacting the global Eurodollar system. The further discuss the gold/oil ratio, new rounds of QE, inflation and the starting of the economic endgame?

Luke Gromen: The biggest mean reversion in 50+ years is underway!

Sep 7, 2017 1:07:07

Description:

Erik Townsend welcomes Luke Gromen to MacroVoices. Erik and Luke discuss his bearish perspectives on the US Dollars and why budget deficits matter. The discuss the new yuan oil contract and how it is changing global landscape and impacting the global Eurodollar system. The further discuss the gold/oil ratio, new rounds of QE, inflation and the starting of the economic endgame?

Luke Gromen: The biggest mean reversion in 50+ years is underway!

Sep 7, 2017 1:07:07

Description:

Erik Townsend welcomes Luke Gromen to MacroVoices. Erik and Luke discuss his bearish perspectives on the US Dollars and why budget deficits matter. The discuss the new yuan oil contract and how it is changing global landscape and impacting the global Eurodollar system. The further discuss the gold/oil ratio, new rounds of QE, inflation and the starting of the economic endgame?

Jeffrey Snider: Eurodollar University Part 1

Sep 1, 2017 1:18:18

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at the evolution of Eurodollars. They explore what exactly are Eurodollars and where do they come from? They look at money as interbank liabilities and the transformation of banking into a wholesale model.

Jeffrey Snider: Eurodollar University Part 1

Aug 31, 2017 1:18:18

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at the evolution of Eurodollars. They explore what exactly are Eurodollars and where do they come from? They look at money as interbank liabilities and the transformation of banking into a wholesale model.

Jeffrey Snider: Eurodollar University Part 1

Aug 31, 2017 1:18:18

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at the evolution of Eurodollars. They explore what exactly are Eurodollars and where do they come from? They look at money as interbank liabilities and the transformation of banking into a wholesale model.

Joe McMonigle: Crude Oil Special

Aug 25, 2017 1:21:39

Description:

Erik Townsend welcomes Joe McMonigle to MacroVoices. Erik and Joe discuss the oil supply glut, the import data, oil inventories and the outlook for U.S. oil production. They further discuss the geopolitics of Venezuela and Iran and debate if the Saudi Aramco IPO going to happen?

Joe McMonigle: Crude Oil Special

Aug 25, 2017 1:21:39

Description:

Erik Townsend welcomes Joe McMonigle to MacroVoices. Erik and Joe discuss the oil supply glut, the import data, oil inventories and the outlook for U.S. oil production. They further discuss the geopolitics of Venezuela and Iran and debate if the Saudi Aramco IPO going to happen?

Joe McMonigle: Crude Oil Special

Aug 25, 2017 1:21:39

Description:

Erik Townsend welcomes Joe McMonigle to MacroVoices. Erik and Joe discuss the oil supply glut, the import data, oil inventories and the outlook for U.S. oil production. They further discuss the geopolitics of Venezuela and Iran and debate if the Saudi Aramco IPO going to happen?

Josh Crumb: All About Gold

Aug 18, 2017 1:18:25

Description:

Erik Townsend welcomes Josh Crumb to MacroVoices. Erik and Josh discuss his perspectives on gold and the influences of energy and interest rates. They further discuss the outlook for currencies and cryptocurrencies including bitcoin.

Josh Crumb: All About Gold

Aug 17, 2017 1:18:25

Description:

Erik Townsend welcomes Josh Crumb to MacroVoices. Erik and Josh discuss his perspectives on gold and the influences of energy and interest rates. They further discuss the outlook for currencies and cryptocurrencies including bitcoin.

Josh Crumb: All About Gold

Aug 17, 2017 1:18:25

Description:

Erik Townsend welcomes Josh Crumb to MacroVoices. Erik and Josh discuss his perspectives on gold and the influences of energy and interest rates. They further discuss the outlook for currencies and cryptocurrencies including bitcoin.

Neil Howe: The really big crisis has yet to arrive!

Aug 11, 2017 1:29:20

Description:

Erik Townsend welcomes Neil Howe to MacroVoices. Erik and Neil discuss the Fourth Turning, when it started and how long it will last. They ask if there another big global event on the horizon and what to expect for the next decade? The further explore the impact of baby boomers retiring, the Homelander generation and reflections on the book which was written over 20 years ago.

Neil Howe: The really big crisis has yet to arrive!

Aug 10, 2017 1:29:20

Description:

Erik Townsend welcomes Neil Howe to MacroVoices. Erik and Neil discuss the Fourth Turning, when it started and how long it will last. They ask if there another big global event on the horizon and what to expect for the next decade? The further explore the impact of baby boomers retiring, the Homelander generation and reflections on the book which was written over 20 years ago.

Neil Howe: The really big crisis has yet to arrive!

Aug 10, 2017 1:29:20

Description:

Erik Townsend welcomes Neil Howe to MacroVoices. Erik and Neil discuss the Fourth Turning, when it started and how long it will last. They ask if there another big global event on the horizon and what to expect for the next decade? The further explore the impact of baby boomers retiring, the Homelander generation and reflections on the book which was written over 20 years ago.

Raoul Pal & Julian Brigden: When will the dollar rout end?

Aug 4, 2017 1:28:09

Description:

Erik Townsend welcomes Julian Brigden and Raoul Pal back to MacroVoices. Erik, Julian & Raoul discuss their views on the US Dollar, the equity markets and the business cycle. They further explore the outlook on the bond bull market, demographics and the coming pension crisis.

Raoul Pal & Julian Brigden: When will the dollar rout end?

Aug 4, 2017 1:28:09

Description:

Erik Townsend welcomes Julian Brigden and Raoul Pal back to MacroVoices. Erik, Julian & Raoul discuss their views on the US Dollar, the equity markets and the business cycle. They further explore the outlook on the bond bull market, demographics and the coming pension crisis.

Raoul Pal & Julian Brigden: When will the dollar rout end?

Aug 4, 2017 1:28:09

Description:

Erik Townsend welcomes Julian Brigden and Raoul Pal back to MacroVoices. Erik, Julian & Raoul discuss their views on the US Dollar, the equity markets and the business cycle. They further explore the outlook on the bond bull market, demographics and the coming pension crisis.

Chris Whalen: Equity markets overvalued but not ready to crash

Jul 28, 2017 1:42:13

Description:

Erik Townsend welcomes Chris Whalen to MacroVoices. Erik and Chris discuss his views on the U.S. dollar and the overvalued equity markets. The further discuss corporate debt, interest rates, bonds and the high levels of private debt. They further discuss Chris’s books “Inflated” and “Ford Men”.

Chris Whalen: Equity markets overvalued but not ready to crash

Jul 28, 2017 1:42:13

Description:

Erik Townsend welcomes Chris Whalen to MacroVoices. Erik and Chris discuss his views on the U.S. dollar and the overvalued equity markets. The further discuss corporate debt, interest rates, bonds and the high levels of private debt. They further discuss Chris’s books “Inflated” and “Ford Men”.

Chris Whalen: Equity markets overvalued but not ready to crash

Jul 28, 2017 1:42:13

Description:

Erik Townsend welcomes Chris Whalen to MacroVoices. Erik and Chris discuss his views on the U.S. dollar and the overvalued equity markets. The further discuss corporate debt, interest rates, bonds and the high levels of private debt. They further discuss Chris’s books “Inflated” and “Ford Men”.

Dr. Pippa Malmgren: CryptoCurrencies – libertarian dream come true or Orwellian nightmare?

Jul 21, 2017 1:31:21

Description:

Erik Townsend welcomes Dr. Pippa Malmgren back to MacroVoices. Erik and Pippa discuss European geopolitics and what is in store for European migration and Turkish politics. They further move into discussing the geopolitics associated with the cryptocurrencies and blockchain technologies.

Dr. Pippa Malmgren: CryptoCurrencies – libertarian dream come true or Orwellian nightmare?

Jul 21, 2017 1:31:21

Description:

Erik Townsend welcomes Dr. Pippa Malmgren back to MacroVoices. Erik and Pippa discuss European geopolitics and what is in store for European migration and Turkish politics. They further move into discussing the geopolitics associated with the cryptocurrencies and blockchain technologies.

Dr. Pippa Malmgren: CryptoCurrencies – libertarian dream come true or Orwellian nightmare?

Jul 21, 2017 1:31:21

Description:

Erik Townsend welcomes Dr. Pippa Malmgren back to MacroVoices. Erik and Pippa discuss European geopolitics and what is in store for European migration and Turkish politics. They further move into discussing the geopolitics associated with the cryptocurrencies and blockchain technologies.

Dr. Ben Hunt: The Federal Reserve is no longer your friend!

Jul 14, 2017 1:10:59

Description:

Erik Townsend welcomes Dr. Ben Hunt back to MacroVoices. Erik and Ben discuss the sea of change at central banks and the negative impact of Fed shrinking their balance sheet. They further discuss the -impact on the markets and the considerations on interest rate and bond trends. They later touch on the flaws of the volatility ETFs and considerations in the real estate markets.

Dr. Ben Hunt: The Federal Reserve is no longer your friend!

Jul 14, 2017 1:10:59

Description:

Erik Townsend welcomes Dr. Ben Hunt back to MacroVoices. Erik and Ben discuss the sea of change at central banks and the negative impact of Fed shrinking their balance sheet. They further discuss the -impact on the markets and the considerations on interest rate and bond trends. They later touch on the flaws of the volatility ETFs and considerations in the real estate markets.

Dr. Ben Hunt: The Federal Reserve is no longer your friend!

Jul 14, 2017 1:10:59

Description:

Erik Townsend welcomes Dr. Ben Hunt back to MacroVoices. Erik and Ben discuss the sea of change at central banks and the negative impact of Fed shrinking their balance sheet. They further discuss the -impact on the markets and the considerations on interest rate and bond trends. They later touch on the flaws of the volatility ETFs and considerations in the real estate markets.

Tian Yang: It’s not time to be short the stock market. Yet.

Jul 7, 2017 1:13:17

Description:

Erik Townsend welcomes Tian Yang to MacroVoices. Erik and Tian discuss the US growth and credit cycles and the global liquidity conditions deteriorating sharply. They further discuss China, global equities and fixed income. They further explore the current conditions in Europe, Japan and Australia

Tian Yang: It’s not time to be short the stock market. Yet.

Jul 6, 2017 1:13:17

Description:

Erik Townsend welcomes Tian Yang to MacroVoices. Erik and Tian discuss the US growth and credit cycles and the global liquidity conditions deteriorating sharply. They further discuss China, global equities and fixed income. They further explore the current conditions in Europe, Japan and Australia

Tian Yang: It’s not time to be short the stock market. Yet.

Jul 6, 2017 1:13:17

Description:

Erik Townsend welcomes Tian Yang to MacroVoices. Erik and Tian discuss the US growth and credit cycles and the global liquidity conditions deteriorating sharply. They further discuss China, global equities and fixed income. They further explore the current conditions in Europe, Japan and Australia

Alex Gurevich: ZERO evidence the secular bull market in bonds is over

Jun 30, 2017 1:07:43

Description:

Erik Townsend welcomes Alex Gurevich to MacroVoices. Erik and Alex discuss Mario Draghi and ECB, his short Swiss Franc positioning and the US Dollar outlook. They further discuss trump reflation, equity markets and his views on secular interest rates and inflation. Further discussed China, Japan and the outlook on the Canadian economy.

Alex Gurevich: ZERO evidence the secular bull market in bonds is over

Jun 30, 2017 1:07:43

Description:

Erik Townsend welcomes Alex Gurevich to MacroVoices. Erik and Alex discuss Mario Draghi and ECB, his short Swiss Franc positioning and the US Dollar outlook. They further discuss trump reflation, equity markets and his views on secular interest rates and inflation. Further discussed China, Japan and the outlook on the Canadian economy.

Alex Gurevich: ZERO evidence the secular bull market in bonds is over

Jun 30, 2017 1:07:43

Description:

Erik Townsend welcomes Alex Gurevich to MacroVoices. Erik and Alex discuss Mario Draghi and ECB, his short Swiss Franc positioning and the US Dollar outlook. They further discuss trump reflation, equity markets and his views on secular interest rates and inflation. Further discussed China, Japan and the outlook on the Canadian economy.

Jesse Felder: The Party is Ending for Stock Bulls

Jun 23, 2017 1:14:17

Description:

Erik Townsend welcomes Jesse Felder to MacroVoices. Erik and Jesse discuss the technicals on the markets, DeMark indicators and the potential turning points in the exhausted trends. They further discuss the VIX short positioning and debate if we are in a secular turn in share buybacks?

Jesse Felder: The Party is Ending for Stock Bulls

Jun 22, 2017 1:14:17

Description:

Erik Townsend welcomes Jesse Felder to MacroVoices. Erik and Jesse discuss the technicals on the markets, DeMark indicators and the potential turning points in the exhausted trends. They further discuss the VIX short positioning and debate if we are in a secular turn in share buybacks?

Jesse Felder: The Party is Ending for Stock Bulls

Jun 22, 2017 1:14:17

Description:

Erik Townsend welcomes Jesse Felder to MacroVoices. Erik and Jesse discuss the technicals on the markets, DeMark indicators and the potential turning points in the exhausted trends. They further discuss the VIX short positioning and debate if we are in a secular turn in share buybacks?

Keith McCullough: Tech Rally is Not Over!

Jun 16, 2017 1:13:01

Description:

Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss his outlook on the US Dollar, his views on the reflation trade rolling over and his bullish outlook on the US markets and the Nasdaq. They further discuss bond yields, the Euro and his outlook on the emerging markets.

Keith McCullough: Tech Rally is Not Over!

Jun 16, 2017 1:13:01

Description:

Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss his outlook on the US Dollar, his views on the reflation trade rolling over and his bullish outlook on the US markets and the Nasdaq. They further discuss bond yields, the Euro and his outlook on the emerging markets.

Keith McCullough: Tech Rally is Not Over!

Jun 16, 2017 1:13:01

Description:

Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss his outlook on the US Dollar, his views on the reflation trade rolling over and his bullish outlook on the US markets and the Nasdaq. They further discuss bond yields, the Euro and his outlook on the emerging markets.

Axel Merk: Trump reflation trade is dead. Equity market hasn’t noticed yet.

Jun 9, 2017 1:14:11

Description:

Erik Townsend welcomes back Axel Merk to MacroVoices. Erik and Axel discuss Europe, ECB policy, UK elections and the future of the European union. They further debate the Trump reflation trade, the U.S. dollar and fiscal/monetary policy. Looking around the globe, the look at the Chinese Yuan devaluation, Japan and the outlook on gold.

Axel Merk: Trump reflation trade is dead. Equity market hasn’t noticed yet.

Jun 9, 2017 1:14:11

Description:

Erik Townsend welcomes back Axel Merk to MacroVoices. Erik and Axel discuss Europe, ECB policy, UK elections and the future of the European union. They further debate the Trump reflation trade, the U.S. dollar and fiscal/monetary policy. Looking around the globe, the look at the Chinese Yuan devaluation, Japan and the outlook on gold.

Axel Merk: Trump reflation trade is dead. Equity market hasn’t noticed yet.

Jun 9, 2017 1:14:11

Description:

Erik Townsend welcomes back Axel Merk to MacroVoices. Erik and Axel discuss Europe, ECB policy, UK elections and the future of the European union. They further debate the Trump reflation trade, the U.S. dollar and fiscal/monetary policy. Looking around the globe, the look at the Chinese Yuan devaluation, Japan and the outlook on gold.

Art Berman: Crude Oil Special Part 1

Jun 2, 2017 45:32

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art put perspective on OPEC, the 9-month extension on production cuts and OPEC’s goal to keep a floor under oil prices. They look at the positioning of oil traders since February and the reasons for lower oil prices.

Art Berman: Crude Oil Special Part 2

Jun 2, 2017 51:48

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art put perspective on OPEC, the 9-month extension on production cuts and OPEC’s goal to keep a floor under oil prices. They look at the positioning of oil traders since February and the reasons for lower oil prices. This is Part 2 of a 2 Part episode.

Art Berman: Crude Oil Special Part 1

Jun 2, 2017 45:32

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art put perspective on OPEC, the 9-month extension on production cuts and OPEC’s goal to keep a floor under oil prices. They look at the positioning of oil traders since February and the reasons for lower oil prices.

Art Berman: Crude Oil Special Part 2

Jun 2, 2017 51:48

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art put perspective on OPEC, the 9-month extension on production cuts and OPEC’s goal to keep a floor under oil prices. They look at the positioning of oil traders since February and the reasons for lower oil prices. This is Part 2 of a 2 Part episode.

Art Berman: Crude Oil Special Part 1

Jun 2, 2017 45:32

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art put perspective on OPEC, the 9-month extension on production cuts and OPEC’s goal to keep a floor under oil prices. They look at the positioning of oil traders since February and the reasons for lower oil prices.

Art Berman: Crude Oil Special Part 2

Jun 2, 2017 51:48

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art put perspective on OPEC, the 9-month extension on production cuts and OPEC’s goal to keep a floor under oil prices. They look at the positioning of oil traders since February and the reasons for lower oil prices. This is Part 2 of a 2 Part episode.

Jeffrey Snider: Dollar bulls don’t understand why they are right

May 26, 2017 1:19:33

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at Eurodollars and the Eurodollar shortage. They discuss the real drivers of the US Dollar bull market and the flaws in the reflation trade narrative. The discuss the connection between Eurodollars and gold and the impact of QE on Eurodollar system.

Jeffrey Snider: Dollar bulls don’t understand why they are right

May 26, 2017 1:19:33

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at Eurodollars and the Eurodollar shortage. They discuss the real drivers of the US Dollar bull market and the flaws in the reflation trade narrative. The discuss the connection between Eurodollars and gold and the impact of QE on Eurodollar system.

Jeffrey Snider: Dollar bulls don’t understand why they are right

May 26, 2017 1:19:33

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at Eurodollars and the Eurodollar shortage. They discuss the real drivers of the US Dollar bull market and the flaws in the reflation trade narrative. The discuss the connection between Eurodollars and gold and the impact of QE on Eurodollar system.

Russell Napier: Buy the Dollar Dip

May 19, 2017 1:07:10

Description:

Erik Townsend welcomes Professor Russell Napier to MacroVoices. Erik and Russell discuss if the U.S. Dollar bull market over, where we are in the secular treasury bond bull market and the coming pension crisis. They further discuss inflation expectations, the outlook for precious metals and the European exit contagion risk.

Russell Napier: Buy the Dollar Dip

May 19, 2017 1:07:10

Description:

Erik Townsend welcomes Professor Russell Napier to MacroVoices. Erik and Russell discuss if the U.S. Dollar bull market over, where we are in the secular treasury bond bull market and the coming pension crisis. They further discuss inflation expectations, the outlook for precious metals and the European exit contagion risk.

Russell Napier: Buy the Dollar Dip

May 19, 2017 1:07:10

Description:

Erik Townsend welcomes Professor Russell Napier to MacroVoices. Erik and Russell discuss if the U.S. Dollar bull market over, where we are in the secular treasury bond bull market and the coming pension crisis. They further discuss inflation expectations, the outlook for precious metals and the European exit contagion risk.

Lacy Hunt: The secular bond bull market is not over!

May 12, 2017 1:08:13

Description:

Erik Townsend welcomes Dr. Lacy Hunt to MacroVoices. Erik and Lacy discuss the important question as to if the secular lows are in for U.S. interest rates. The further discuss the work of Minsky and Kindelberger and ask the important question as if the world is turning Japanese? The further explore the impact of demographics, negative interest rates and the Fed hiking into deteriorating economy.

Lacy Hunt: The secular bond bull market is not over!

May 12, 2017 1:08:13

Description:

Erik Townsend welcomes Dr. Lacy Hunt to MacroVoices. Erik and Lacy discuss the important question as to if the secular lows are in for U.S. interest rates. The further discuss the work of Minsky and Kindelberger and ask the important question as if the world is turning Japanese? The further explore the impact of demographics, negative interest rates and the Fed hiking into deteriorating economy.

Lacy Hunt: The secular bond bull market is not over!

May 12, 2017 1:08:13

Description:

Erik Townsend welcomes Dr. Lacy Hunt to MacroVoices. Erik and Lacy discuss the important question as to if the secular lows are in for U.S. interest rates. The further discuss the work of Minsky and Kindelberger and ask the important question as if the world is turning Japanese? The further explore the impact of demographics, negative interest rates and the Fed hiking into deteriorating economy.

Steve Keen: On All Things Macro

May 5, 2017 1:21:54

Description:

Erik Townsend welcomes Steve Keen back to MacroVoices. Erik and Steve discuss the French election, the next move in the Euro and U.S. Dollar. The further discuss the bond bull market and considerations in private debt levels. They further discuss global geopolitics, China and ask if we could avoid another financial crisis.

Steve Keen: On All Things Macro

May 5, 2017 1:21:54

Description:

Erik Townsend welcomes Steve Keen back to MacroVoices. Erik and Steve discuss the French election, the next move in the Euro and U.S. Dollar. The further discuss the bond bull market and considerations in private debt levels. They further discuss global geopolitics, China and ask if we could avoid another financial crisis.

Steve Keen: On All Things Macro

May 5, 2017 1:21:54

Description:

Erik Townsend welcomes Steve Keen back to MacroVoices. Erik and Steve discuss the French election, the next move in the Euro and U.S. Dollar. The further discuss the bond bull market and considerations in private debt levels. They further discuss global geopolitics, China and ask if we could avoid another financial crisis.

Martin Armstrong: Stocks could DOUBLE from here!

Apr 28, 2017 1:17:17

Description:

Erik Townsend welcomes Martin Armstrong to MacroVoices. Erik and Martin discuss his views on the U.S. Dollar and the future of the European Union. Martin discusses his bullish case for U.S. stocks and considerations for international money flows. They discuss future interest rate trends, government debt, the geopolitics of North Korea and Syria and considerations on China and the debt crisis.

Martin Armstrong: Stocks could DOUBLE from here!

Apr 28, 2017 1:17:17

Description:

Erik Townsend welcomes Martin Armstrong to MacroVoices. Erik and Martin discuss his views on the U.S. Dollar and the future of the European Union. Martin discusses his bullish case for U.S. stocks and considerations for international money flows. They discuss future interest rate trends, government debt, the geopolitics of North Korea and Syria and considerations on China and the debt crisis.

Martin Armstrong: Stocks could DOUBLE from here!

Apr 28, 2017 1:17:17

Description:

Erik Townsend welcomes Martin Armstrong to MacroVoices. Erik and Martin discuss his views on the U.S. Dollar and the future of the European Union. Martin discusses his bullish case for U.S. stocks and considerations for international money flows. They discuss future interest rate trends, government debt, the geopolitics of North Korea and Syria and considerations on China and the debt crisis.

Danielle DiMartino Booth: Fed Up with the Federal Reserve

Apr 20, 2017 1:15:39

Description:

Erik Townsend welcomes Danielle DiMartino Booth to MacroVoices. Erik and Danielle discuss a look at the Fed from the inside. They further discuss the shadow banking system, reflect on the global financial crisis and the culture at the regional reserve banks.

Danielle DiMartino Booth: Fed Up with the Federal Reserve

Apr 20, 2017 1:15:39

Description:

Erik Townsend welcomes Danielle DiMartino Booth to MacroVoices. Erik and Danielle discuss a look at the Fed from the inside. They further discuss the shadow banking system, reflect on the global financial crisis and the culture at the regional reserve banks.

Danielle DiMartino Booth: Fed Up with the Federal Reserve

Apr 20, 2017 1:15:39

Description:

Erik Townsend welcomes Danielle DiMartino Booth to MacroVoices. Erik and Danielle discuss a look at the Fed from the inside. They further discuss the shadow banking system, reflect on the global financial crisis and the culture at the regional reserve banks.

Lance Roberts: Record margin debt threatens fed-fueled bull market

Apr 14, 2017 1:16:08

Description:

Erik Townsend welcomes Lance Roberts to MacroVoices. Erik and Lance discuss the liquidity driven markets and the Fed balance sheet driving asset prices. They further discuss the margin debt vs. the net credit balance and as a % of real GDP. The further discuss the total system leverage, the economic deficit and peaks in real profit margins.

Lance Roberts: Record margin debt threatens fed-fueled bull market

Apr 14, 2017 1:16:08

Description:

Erik Townsend welcomes Lance Roberts to MacroVoices. Erik and Lance discuss the liquidity driven markets and the Fed balance sheet driving asset prices. They further discuss the margin debt vs. the net credit balance and as a % of real GDP. The further discuss the total system leverage, the economic deficit and peaks in real profit margins.

Lance Roberts: Record margin debt threatens fed-fueled bull market

Apr 14, 2017 1:16:08

Description:

Erik Townsend welcomes Lance Roberts to MacroVoices. Erik and Lance discuss the liquidity driven markets and the Fed balance sheet driving asset prices. They further discuss the margin debt vs. the net credit balance and as a % of real GDP. The further discuss the total system leverage, the economic deficit and peaks in real profit margins.

Juliette Declercq: A Red string of fate ties U.S. to China

Apr 7, 2017 55:25

Description:

Erik Townsend welcomes Juliette Declercq to MacroVoices. Erik and Juliette discuss the US Dollar, 10-year UST and the FOMC. They reflect on Juliette’s perspectives on the red string of fate ties U.S. to China, future FOMC policy and the current business cycle. They further discuss where is the ISM heading next, the impact on Trump’s tax and infrastructure spending and the potential surprises for the upcoming French election.

Juliette Declercq: A Red string of fate ties U.S. to China

Apr 7, 2017 55:25

Description:

Erik Townsend welcomes Juliette Declercq to MacroVoices. Erik and Juliette discuss the US Dollar, 10-year UST and the FOMC. They reflect on Juliette’s perspectives on the red string of fate ties U.S. to China, future FOMC policy and the current business cycle. They further discuss where is the ISM heading next, the impact on Trump’s tax and infrastructure spending and the potential surprises for the upcoming French election.

Juliette Declercq: A Red string of fate ties U.S. to China

Apr 7, 2017 55:25

Description:

Erik Townsend welcomes Juliette Declercq to MacroVoices. Erik and Juliette discuss the US Dollar, 10-year UST and the FOMC. They reflect on Juliette’s perspectives on the red string of fate ties U.S. to China, future FOMC policy and the current business cycle. They further discuss where is the ISM heading next, the impact on Trump’s tax and infrastructure spending and the potential surprises for the upcoming French election.

Julian Brigden: The “Trump Gap”, the Dollar and Bonds

Mar 31, 2017 1:07:23

Description:

Erik Townsend welcomes Julian Brigden back to MacroVoices. Erik and Julian discuss the U.S. Dollars impact on the US shale bubble, the peak acceleration in ISM manufacturing and the risk that headline inflation is peaking. They further discuss if the Fed tightening is going to start to impact data. Julian also points out that the bond shorting opportunity is over and the subsequent risks to the reflationary trades. Also discussed are the wage trends in the U.S., perspectives on European growth and inflation and the relative pricing between U.S. and European bunds.

Julian Brigden: The “Trump Gap”, the Dollar and Bonds

Mar 31, 2017 1:07:23

Description:

Erik Townsend welcomes Julian Brigden back to MacroVoices. Erik and Julian discuss the U.S. Dollars impact on the US shale bubble, the peak acceleration in ISM manufacturing and the risk that headline inflation is peaking. They further discuss if the Fed tightening is going to start to impact data. Julian also points out that the bond shorting opportunity is over and the subsequent risks to the reflationary trades. Also discussed are the wage trends in the U.S., perspectives on European growth and inflation and the relative pricing between U.S. and European bunds.

Julian Brigden: The “Trump Gap”, the Dollar and Bonds

Mar 31, 2017 1:07:23

Description:

Erik Townsend welcomes Julian Brigden back to MacroVoices. Erik and Julian discuss the U.S. Dollars impact on the US shale bubble, the peak acceleration in ISM manufacturing and the risk that headline inflation is peaking. They further discuss if the Fed tightening is going to start to impact data. Julian also points out that the bond shorting opportunity is over and the subsequent risks to the reflationary trades. Also discussed are the wage trends in the U.S., perspectives on European growth and inflation and the relative pricing between U.S. and European bunds.

Jeffrey Christian: Secular BUY call on Gold

Mar 24, 2017 1:12:01

Description:

Erik Townsend welcomes Jeffrey Christian back to MacroVoices. Erik and Jeffrey discuss the outlook on the US dollar, Jeff’s secular bullish call on gold and silver and the current demand for physical gold. Jeff further discusses the fundamentals for the platinum, palladium and lithium markets. Further, they wrap things up with Jeff’s macro outlook on the economy, the European Union and outlook for China and Russia.

Jeffrey Christian: Secular BUY call on Gold

Mar 23, 2017 1:12:01

Description:

Erik Townsend welcomes Jeffrey Christian back to MacroVoices. Erik and Jeffrey discuss the outlook on the US dollar, Jeff’s secular bullish call on gold and silver and the current demand for physical gold. Jeff further discusses the fundamentals for the platinum, palladium and lithium markets. Further, they wrap things up with Jeff’s macro outlook on the economy, the European Union and outlook for China and Russia.

Jeffrey Christian: Secular BUY call on Gold

Mar 23, 2017 1:12:01

Description:

Erik Townsend welcomes Jeffrey Christian back to MacroVoices. Erik and Jeffrey discuss the outlook on the US dollar, Jeff’s secular bullish call on gold and silver and the current demand for physical gold. Jeff further discusses the fundamentals for the platinum, palladium and lithium markets. Further, they wrap things up with Jeff’s macro outlook on the economy, the European Union and outlook for China and Russia.

Jonathan Tepper: The Sea of Excess Liquidity which fueled the rally will soon dry up!

Mar 17, 2017 1:09:55

Description:

Erik Townsend welcomes Jonathan Tepper to MacroVoices. Erik and Jonathan discuss the excess liquidity generated by central bank policy and the impact to equities, emerging markets and commodity prices. Jonathan gives further insights on inflation risks and the real end game and runaway inflation. They further discuss the 35-year secular bull market in sovereign bonds and the yield curve. With further comments on Australia, Brazil, China and Japan.

Jonathan Tepper: The Sea of Excess Liquidity which fueled the rally will soon dry up!

Mar 16, 2017 1:09:55

Description:

Erik Townsend welcomes Jonathan Tepper to MacroVoices. Erik and Jonathan discuss the excess liquidity generated by central bank policy and the impact to equities, emerging markets and commodity prices. Jonathan gives further insights on inflation risks and the real end game and runaway inflation. They further discuss the 35-year secular bull market in sovereign bonds and the yield curve. With further comments on Australia, Brazil, China and Japan.

Jonathan Tepper: The Sea of Excess Liquidity which fueled the rally will soon dry up!

Mar 16, 2017 1:09:55

Description:

Erik Townsend welcomes Jonathan Tepper to MacroVoices. Erik and Jonathan discuss the excess liquidity generated by central bank policy and the impact to equities, emerging markets and commodity prices. Jonathan gives further insights on inflation risks and the real end game and runaway inflation. They further discuss the 35-year secular bull market in sovereign bonds and the yield curve. With further comments on Australia, Brazil, China and Japan.

Art Berman: Outlook for Oil for 2017

Mar 10, 2017 1:11:32

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art discuss the current catalyst for the decline in oil – the lack of confidence in OPEC. The discuss the record levels of oil inventories, the comparative inventories to past years, the world production surplus, the global liquids consumption growth, the OECD incremental liquids Inventory and the EIA U.S. crude oil forecast.

Art Berman: Outlook for Oil for 2017

Mar 9, 2017 1:11:32

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art discuss the current catalyst for the decline in oil – the lack of confidence in OPEC. The discuss the record levels of oil inventories, the comparative inventories to past years, the world production surplus, the global liquids consumption growth, the OECD incremental liquids Inventory and the EIA U.S. crude oil forecast.

Art Berman: Outlook for Oil for 2017

Mar 9, 2017 1:11:32

Description:

Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art discuss the current catalyst for the decline in oil – the lack of confidence in OPEC. The discuss the record levels of oil inventories, the comparative inventories to past years, the world production surplus, the global liquids consumption growth, the OECD incremental liquids Inventory and the EIA U.S. crude oil forecast.

Grant Williams: The Rise of Populism, Trump Rally, Gold & More

Mar 3, 2017 1:13:02

Description:

MacroVoices welcome back Grant Williams to the show. Erik and Grant discuss the growing rise in populism, Trump’s effect on the markets, peak optimism. Grant shares his view on if there is crisis in China, the gold/copper ratio, stagflation, the likely trend of the U.S. dollar and the and asking if the 35-year bond bull market over?

Grant Williams: The Rise of Populism, Trump Rally, Gold & More

Mar 3, 2017 1:13:02

Description:

MacroVoices welcome back Grant Williams to the show. Erik and Grant discuss the growing rise in populism, Trump’s effect on the markets, peak optimism. Grant shares his view on if there is crisis in China, the gold/copper ratio, stagflation, the likely trend of the U.S. dollar and the and asking if the 35-year bond bull market over?

Grant Williams: The Rise of Populism, Trump Rally, Gold & More

Mar 3, 2017 1:13:02

Description:

MacroVoices welcome back Grant Williams to the show. Erik and Grant discuss the growing rise in populism, Trump’s effect on the markets, peak optimism. Grant shares his view on if there is crisis in China, the gold/copper ratio, stagflation, the likely trend of the U.S. dollar and the and asking if the 35-year bond bull market over?

Louis-Vincent Gave: Translating 2016 Events to 2017 Strategies

Feb 22, 2017 1:13:41

Description:

Erik Townsend welcomes Louis-Vincent Gave to MacroVoices. Erik and Louis discuss the China reflation trade and asking when Chinese growth will roll over? They further discuss Brexit and the future of the European Union, Philippines and Rodrigo Duterte and the rise of the Chinese empire. It is closed off with the investment themes and risks for 2017.

Louis-Vincent Gave: Translating 2016 Events to 2017 Strategies

Feb 22, 2017 1:13:41

Description:

Erik Townsend welcomes Louis-Vincent Gave to MacroVoices. Erik and Louis discuss the China reflation trade and asking when Chinese growth will roll over? They further discuss Brexit and the future of the European Union, Philippines and Rodrigo Duterte and the rise of the Chinese empire. It is closed off with the investment themes and risks for 2017.

Louis-Vincent Gave: Translating 2016 Events to 2017 Strategies

Feb 22, 2017 1:13:41

Description:

Erik Townsend welcomes Louis-Vincent Gave to MacroVoices. Erik and Louis discuss the China reflation trade and asking when Chinese growth will roll over? They further discuss Brexit and the future of the European Union, Philippines and Rodrigo Duterte and the rise of the Chinese empire. It is closed off with the investment themes and risks for 2017.

Jeffrey Snider: Understanding the Global U.S. Dollar Shortage

Feb 17, 2017 1:10:32

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeff discuss the Eurodollar money markets, why the world needs so many dollars, the U.S. Dollar and the Dollar funding gap. Jeffrey further debunks the reflation trade, discusses current interest rate trap and the failing global currency system.

Jeffrey Snider: Understanding the Global U.S. Dollar Shortage

Feb 17, 2017 1:10:32

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeff discuss the Eurodollar money markets, why the world needs so many dollars, the U.S. Dollar and the Dollar funding gap. Jeffrey further debunks the reflation trade, discusses current interest rate trap and the failing global currency system.

Jeffrey Snider: Understanding the Global U.S. Dollar Shortage

Feb 17, 2017 1:10:32

Description:

Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeff discuss the Eurodollar money markets, why the world needs so many dollars, the U.S. Dollar and the Dollar funding gap. Jeffrey further debunks the reflation trade, discusses current interest rate trap and the failing global currency system.

Jim Rogers: Macro Outlook in the Trump Era

Feb 10, 2017 1:08:01

Description:

Erik Townsend welcomes back Jim Rogers to MacroVoices. Erik and Jim discuss what is in store for the U.S. Equity Markets, the U.S. Dollar, bonds and gold. Further in the discussion they tackle the history of government failures and his views on the global populist movements. They finish off the conversation discussing Jim’s views on the movement to a cashless society and answering if we are moving away from a free society?

Jim Rogers: Macro Outlook in the Trump Era

Feb 10, 2017 1:08:01

Description:

Erik Townsend welcomes back Jim Rogers to MacroVoices. Erik and Jim discuss what is in store for the U.S. Equity Markets, the U.S. Dollar, bonds and gold. Further in the discussion they tackle the history of government failures and his views on the global populist movements. They finish off the conversation discussing Jim’s views on the movement to a cashless society and answering if we are moving away from a free society?

Jim Rogers: Macro Outlook in the Trump Era

Feb 10, 2017 1:08:01

Description:

Erik Townsend welcomes back Jim Rogers to MacroVoices. Erik and Jim discuss what is in store for the U.S. Equity Markets, the U.S. Dollar, bonds and gold. Further in the discussion they tackle the history of government failures and his views on the global populist movements. They finish off the conversation discussing Jim’s views on the movement to a cashless society and answering if we are moving away from a free society?

Jack Schwager: Trading Futures

Feb 3, 2017 1:15:45

Description:

Erik Townsend welcomes Jack Schwager to MacroVoices. Erik and Jack discuss how has futures trading evolved over the last few decades. They discuss technical vs fundamental analysis and the most important rule in technical trading. The conclude with lessons from the Market Wizards books.

Jack Schwager: Trading Futures

Feb 3, 2017 1:15:45

Description:

Erik Townsend welcomes Jack Schwager to MacroVoices. Erik and Jack discuss how has futures trading evolved over the last few decades. They discuss technical vs fundamental analysis and the most important rule in technical trading. The conclude with lessons from the Market Wizards books.

Jack Schwager: Trading Futures

Feb 3, 2017 1:15:45

Description:

Erik Townsend welcomes Jack Schwager to MacroVoices. Erik and Jack discuss how has futures trading evolved over the last few decades. They discuss technical vs fundamental analysis and the most important rule in technical trading. The conclude with lessons from the Market Wizards books.

David Rosenberg: Opportunities and Outlook for 2017

Jan 27, 2017 56:40

Description:

Macro Voices interview with David Rosenberg from Gluskin Sheff. David discusses when is it time to become bearish on the markets, US Dollar Outlook, Canadian Dollar and Canadian Monetary Policy, Future of European Union and asking if the 35-year bond bull market over?

David Rosenberg: Opportunities and Outlook for 2017

Jan 27, 2017 56:40

Description:

Macro Voices interview with David Rosenberg from Gluskin Sheff. David discusses when is it time to become bearish on the markets, US Dollar Outlook, Canadian Dollar and Canadian Monetary Policy, Future of European Union and asking if the 35-year bond bull market over?

David Rosenberg: Opportunities and Outlook for 2017

Jan 27, 2017 56:40

Description:

Macro Voices interview with David Rosenberg from Gluskin Sheff. David discusses when is it time to become bearish on the markets, US Dollar Outlook, Canadian Dollar and Canadian Monetary Policy, Future of European Union and asking if the 35-year bond bull market over?

Raoul Pal: Inauguration Eve Macro Update

Jan 20, 2017 1:11:58

Description:

Erik Townsend interviews Raoul Pal on MacroVoices. The interview with Raoul starts with asking if Trump can reverse the trend of a strong dollar. They look at the bond markets and ask if the secular bull market is over. Later in the interview, Erik and Raoul discuss the overcrowded VIX contango trade, the big opportunities for 2017 and the short-term outlook for gold, oil and junk bonds.

Raoul Pal: Inauguration Eve Macro Update

Jan 20, 2017 1:11:58

Description:

Erik Townsend interviews Raoul Pal on MacroVoices. The interview with Raoul starts with asking if Trump can reverse the trend of a strong dollar. They look at the bond markets and ask if the secular bull market is over. Later in the interview, Erik and Raoul discuss the overcrowded VIX contango trade, the big opportunities for 2017 and the short-term outlook for gold, oil and junk bonds.

Raoul Pal: Inauguration Eve Macro Update

Jan 20, 2017 1:11:58

Description:

Erik Townsend interviews Raoul Pal on MacroVoices. The interview with Raoul starts with asking if Trump can reverse the trend of a strong dollar. They look at the bond markets and ask if the secular bull market is over. Later in the interview, Erik and Raoul discuss the overcrowded VIX contango trade, the big opportunities for 2017 and the short-term outlook for gold, oil and junk bonds.

Rick Rule: Deep dive into pre-revenue resource investing process & due diligence

Jan 13, 2017 1:11:53

Description:

Erik Townsend interviews Rick Rule from Sprott Global. The interview with Rick starts with the outlook for the precious metals markets in 2017. Erik then proceeds to discuss the due diligence in making private placements in the gold and silver mining companies. Hear Rick’s insights on evaluating intellectual and physical properties and the common characteristics of successful and failed properties. Rick further puts into perspective how much time and capital is needed to invest into early stage startups.

Rick Rule: Deep dive into pre-revenue resource investing process & due diligence

Jan 13, 2017 1:11:53

Description:

Erik Townsend interviews Rick Rule from Sprott Global. The interview with Rick starts with the outlook for the precious metals markets in 2017. Erik then proceeds to discuss the due diligence in making private placements in the gold and silver mining companies. Hear Rick’s insights on evaluating intellectual and physical properties and the common characteristics of successful and failed properties. Rick further puts into perspective how much time and capital is needed to invest into early stage startups.

Rick Rule: Deep dive into pre-revenue resource investing process & due diligence

Jan 13, 2017 1:11:53

Description:

Erik Townsend interviews Rick Rule from Sprott Global. The interview with Rick starts with the outlook for the precious metals markets in 2017. Erik then proceeds to discuss the due diligence in making private placements in the gold and silver mining companies. Hear Rick’s insights on evaluating intellectual and physical properties and the common characteristics of successful and failed properties. Rick further puts into perspective how much time and capital is needed to invest into early stage startups.

David Hay: The Trump Triumph Trade (TTT) is overdone!

Jan 6, 2017 1:08:28

Description:

Evergreek-Gavekal Chief Investment Officer David Hay joins Erik Townsend as this week’s feature interview guest. Topics include the equity market outlook under President Donald Trump, treasury yields, inflation, energy master limited partnerships, and much more.

David Hay: The Trump Triumph Trade (TTT) is overdone!

Jan 6, 2017 1:08:28

Description:

Evergreek-Gavekal Chief Investment Officer David Hay joins Erik Townsend as this week’s feature interview guest. Topics include the equity market outlook under President Donald Trump, treasury yields, inflation, energy master limited partnerships, and much more.

David Hay: The Trump Triumph Trade (TTT) is overdone!

Jan 6, 2017 1:08:28

Description:

Evergreek-Gavekal Chief Investment Officer David Hay joins Erik Townsend as this week’s feature interview guest. Topics include the equity market outlook under President Donald Trump, treasury yields, inflation, energy master limited partnerships, and much more.

Holiday Special RVTV Encore: Edward Misrahi

Dec 31, 2016 57:26

Description:

An interview which was originally published on June 2, 2016, between Raoul Pal of Real Vision and Edward Misrahi, Goldman Sachs alumni and founder of Eton Park.

Holiday Special RVTV Encore: Edward Misrahi

Dec 30, 2016 57:26

Description:

An interview which was originally published on June 2, 2016, between Raoul Pal of Real Vision and Edward Misrahi, Goldman Sachs alumni and founder of Eton Park.

Holiday Special RVTV Encore: Edward Misrahi

Dec 30, 2016 57:26

Description:

An interview which was originally published on June 2, 2016, between Raoul Pal of Real Vision and Edward Misrahi, Goldman Sachs alumni and founder of Eton Park.

Erik Townsend: Accredited Investor Academy, Part 4

Dec 30, 2016 1:05:33

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 4.

Erik Townsend: Accredited Investor Academy, Part 4

Dec 29, 2016 1:05:33

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 4.

Erik Townsend: Accredited Investor Academy, Part 4

Dec 29, 2016 1:05:33

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 4.

Holiday Special RVTV Encore: Paul J. Isaac

Dec 25, 2016 57:03

Description:

An interview which was originally published on August 2, 2016, between Grant Williams of Real Vision and Paul J. Isaac, CEO and Founder of Arbiter Partners Capital Management.

Holiday Special RVTV Encore: Paul J. Isaac

Dec 24, 2016 57:03

Description:

An interview which was originally published on August 2, 2016, between Grant Williams of Real Vision and Paul J. Isaac, CEO and Founder of Arbiter Partners Capital Management.

Holiday Special RVTV Encore: Paul J. Isaac

Dec 24, 2016 57:03

Description:

An interview which was originally published on August 2, 2016, between Grant Williams of Real Vision and Paul J. Isaac, CEO and Founder of Arbiter Partners Capital Management.

David Rose: Accredited Investor Academy, Part 3-A

Dec 24, 2016 1:12:48

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 3A. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the third of a four-part series about learning to be a sophisticated private investor.

David Rose: Accredited Investor Academy, Part 3-A

Dec 23, 2016 1:12:48

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 3A. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the third of a four-part series about learning to be a sophisticated private investor.

David Rose: Accredited Investor Academy, Part 3-A

Dec 23, 2016 1:12:48

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 3A. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the third of a four-part series about learning to be a sophisticated private investor.

Erik Townsend: Accredited Investor Academy, Part 3

Dec 23, 2016 57:37

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 3.

Erik Townsend: Accredited Investor Academy, Part 3

Dec 22, 2016 57:37

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 3.

Erik Townsend: Accredited Investor Academy, Part 3

Dec 22, 2016 57:37

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 3.

RVTV Encore: Jawad Mian, Part 1

Dec 19, 2016 1:02:19

Description:

An interview which was originally published on April 29, 2016 between Grant Williams of Real Vision and Jawad Mian, Founder and Managing Editor of Stray Reflections, a global macro research and trading advisory with a focus on major investment themes and actionable trade ideas.

RVTV Encore: Jawad Mian, Part 1

Dec 18, 2016 1:02:19

Description:

An interview which was originally published on April 29, 2016 between Grant Williams of Real Vision and Jawad Mian, Founder and Managing Editor of Stray Reflections, a global macro research and trading advisory with a focus on major investment themes and actionable trade ideas.

RVTV Encore: Jawad Mian, Part 1

Dec 18, 2016 1:02:19

Description:

An interview which was originally published on April 29, 2016 between Grant Williams of Real Vision and Jawad Mian, Founder and Managing Editor of Stray Reflections, a global macro research and trading advisory with a focus on major investment themes and actionable trade ideas.

Julian Brigden: Inflation, U.S. Dollar, Peak Central Bank Omnipotence, Further PM Weakness, and More

Dec 16, 2016 1:18:57

Description:

Erik Townsend and Aaron Chan welcome Julian Brigden to MacroVoices. Erik and Julian discuss waxing and waning of U.S. Dollar cycles driving global crises, potentially materially higher headline inflation and wage numbers in 2017, peak central bank omnipotence, potential for sub-$1,000 and sub-$14 gold and silver prices, impact of U.S. Dollar repatriation on Eurodollar funding, and much more.

Julian Brigden: Inflation, U.S. Dollar, Peak Central Bank Omnipotence, Further PM Weakness, and More

Dec 16, 2016 1:18:57

Description:

Erik Townsend and Aaron Chan welcome Julian Brigden to MacroVoices. Erik and Julian discuss waxing and waning of U.S. Dollar cycles driving global crises, potentially materially higher headline inflation and wage numbers in 2017, peak central bank omnipotence, potential for sub-$1,000 and sub-$14 gold and silver prices, impact of U.S. Dollar repatriation on Eurodollar funding, and much more.

Julian Brigden: Inflation, U.S. Dollar, Peak Central Bank Omnipotence, Further PM Weakness, and More

Dec 16, 2016 1:18:57

Description:

Erik Townsend and Aaron Chan welcome Julian Brigden to MacroVoices. Erik and Julian discuss waxing and waning of U.S. Dollar cycles driving global crises, potentially materially higher headline inflation and wage numbers in 2017, peak central bank omnipotence, potential for sub-$1,000 and sub-$14 gold and silver prices, impact of U.S. Dollar repatriation on Eurodollar funding, and much more.

Prof. Steve Keen: Macro Outlook Under Donald Trump, Inflation, TSY Yields, and More

Dec 9, 2016 59:24

Description:

Erik Townsend and Aaron Chan welcome Professor Steve Keen to MacroVoices. Erik and Professor Keen discuss how Trump might be the most Keynesian President since Trump, prospects for a debt jubilee and subsequent credit boom, European Union disintegration making Lehman look like a picnic, last gasps of neoliberalism, and more.

Prof. Steve Keen: Macro Outlook Under Donald Trump, Inflation, TSY Yields, and More

Dec 9, 2016 59:24

Description:

Erik Townsend and Aaron Chan welcome Professor Steve Keen to MacroVoices. Erik and Professor Keen discuss how Trump might be the most Keynesian President since Trump, prospects for a debt jubilee and subsequent credit boom, European Union disintegration making Lehman look like a picnic, last gasps of neoliberalism, and more.

Prof. Steve Keen: Macro Outlook Under Donald Trump, Inflation, TSY Yields, and More

Dec 9, 2016 59:24

Description:

Erik Townsend and Aaron Chan welcome Professor Steve Keen to MacroVoices. Erik and Professor Keen discuss how Trump might be the most Keynesian President since Trump, prospects for a debt jubilee and subsequent credit boom, European Union disintegration making Lehman look like a picnic, last gasps of neoliberalism, and more.

Art Berman: OPEC Production Cut, Crude Oil Outlook

Dec 1, 2016 1:17:00

Description:

Erik Townsend and Aaron Chan welcome Art Berman to MacroVoices. Erik and Art discuss OPEC's latest production cut agreement and what it means, false conception of cutting production to bring balance to an already-balanced market, how excess oil in storage will suppress prices for some time to come, weak demand growth similar to late-2014 won't support higher prices, OPEC not being as desperate as portrayed by the media, and much more.

Art Berman: OPEC Production Cut, Crude Oil Outlook

Dec 1, 2016 1:17:00

Description:

Erik Townsend and Aaron Chan welcome Art Berman to MacroVoices. Erik and Art discuss OPEC's latest production cut agreement and what it means, false conception of cutting production to bring balance to an already-balanced market, how excess oil in storage will suppress prices for some time to come, weak demand growth similar to late-2014 won't support higher prices, OPEC not being as desperate as portrayed by the media, and much more.

Art Berman: OPEC Production Cut, Crude Oil Outlook

Dec 1, 2016 1:17:00

Description:

Erik Townsend and Aaron Chan welcome Art Berman to MacroVoices. Erik and Art discuss OPEC's latest production cut agreement and what it means, false conception of cutting production to bring balance to an already-balanced market, how excess oil in storage will suppress prices for some time to come, weak demand growth similar to late-2014 won't support higher prices, OPEC not being as desperate as portrayed by the media, and much more.

Erik Townsend: Accredited Investor Academy Series, Part 2

Nov 25, 2016 49:46

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 2. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the second of a four-part series about learning to be a sophisticated private investor. Erik and Aaron discuss the process of re-inventing oneself from running a company as an entrepreneur to managing and running money, skillset required for investing versus entrepreneurship, options in alternative financial media, the different categories of private investors and the work required, difference between an asset allocator and a full-time investor, and much more.

Erik Townsend: Accredited Investor Academy Series, Part 2

Nov 25, 2016 49:46

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 2. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the second of a four-part series about learning to be a sophisticated private investor. Erik and Aaron discuss the process of re-inventing oneself from running a company as an entrepreneur to managing and running money, skillset required for investing versus entrepreneurship, options in alternative financial media, the different categories of private investors and the work required, difference between an asset allocator and a full-time investor, and much more.

Erik Townsend: Accredited Investor Academy Series, Part 2

Nov 25, 2016 49:46

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part 2. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the second of a four-part series about learning to be a sophisticated private investor. Erik and Aaron discuss the process of re-inventing oneself from running a company as an entrepreneur to managing and running money, skillset required for investing versus entrepreneurship, options in alternative financial media, the different categories of private investors and the work required, difference between an asset allocator and a full-time investor, and much more.

RVTV Encore: Edward Carter

Nov 22, 2016 52:32

Description:

An interview which was originally published on April 8, 2016 between Raoul Pal, founder of Real Vision and Edward Bonham Carter, Vice Chairman of Jupiter Fund Management Plc.

RVTV Encore: Edward Carter

Nov 22, 2016 52:32

Description:

An interview which was originally published on April 8, 2016 between Raoul Pal, founder of Real Vision and Edward Bonham Carter, Vice Chairman of Jupiter Fund Management Plc.

RVTV Encore: Edward Carter

Nov 22, 2016 52:32

Description:

An interview which was originally published on April 8, 2016 between Raoul Pal, founder of Real Vision and Edward Bonham Carter, Vice Chairman of Jupiter Fund Management Plc.

Paul Krake: Post-Trump, Ripping up the Investment Playbook

Nov 18, 2016 1:03:55

Description:

Erik Townsend and Aaron Chan welcome Paul Krake to MacroVoices. Erik and Paul discuss the bond market blowup in the context of the U.S. Presidential election, ripping up the investment playbook under a Trump presidency, violent rotation out of long-bond proxies into higher growth, higher rate assets, the resulting balance sheet and pension destruction from the rotation, potential for a disorderly rise in interest rates and the U.S. Dollar, gold losing its predictive ability and relevance, China debt dynamics and potential RMB devaluation in the context of limiting social unrest, and much more.

Paul Krake: Post-Trump, Ripping up the Investment Playbook

Nov 18, 2016 1:03:55

Description:

Erik Townsend and Aaron Chan welcome Paul Krake to MacroVoices. Erik and Paul discuss the bond market blowup in the context of the U.S. Presidential election, ripping up the investment playbook under a Trump presidency, violent rotation out of long-bond proxies into higher growth, higher rate assets, the resulting balance sheet and pension destruction from the rotation, potential for a disorderly rise in interest rates and the U.S. Dollar, gold losing its predictive ability and relevance, China debt dynamics and potential RMB devaluation in the context of limiting social unrest, and much more.

Paul Krake: Post-Trump, Ripping up the Investment Playbook

Nov 18, 2016 1:03:55

Description:

Erik Townsend and Aaron Chan welcome Paul Krake to MacroVoices. Erik and Paul discuss the bond market blowup in the context of the U.S. Presidential election, ripping up the investment playbook under a Trump presidency, violent rotation out of long-bond proxies into higher growth, higher rate assets, the resulting balance sheet and pension destruction from the rotation, potential for a disorderly rise in interest rates and the U.S. Dollar, gold losing its predictive ability and relevance, China debt dynamics and potential RMB devaluation in the context of limiting social unrest, and much more.

Dr. Harald Malmgren, Dr. Pippa Malmgren: Post-Election Special

Nov 11, 2016 1:19:04

Description:

Erik Townsend and Aaron Chan welcome Dr. Harald Malmgren and Dr. Pippa Malmgren to MacroVoices. Erik, Harald, and Pippa discuss Trump's governance effectiveness in light of the enemies he has made on the campaign trail, sources and potential escalation of social unrest and riots in the aftermath of Trump's victory, the potential for Trump to galvanize the determination, grit, and work ethic of the American electorate, whether markets are prematurely jumping to the conclusion that Trump is necessarily inflationary, outlook for foreign relations with China, Russia, and Mexico, breakdown of the social contract and the collapse in the government's ability to function and meet entitlements, and much more.

Dr. Harald Malmgren, Dr. Pippa Malmgren: Post-Election Special

Nov 11, 2016 1:19:04

Description:

Erik Townsend and Aaron Chan welcome Dr. Harald Malmgren and Dr. Pippa Malmgren to MacroVoices. Erik, Harald, and Pippa discuss Trump's governance effectiveness in light of the enemies he has made on the campaign trail, sources and potential escalation of social unrest and riots in the aftermath of Trump's victory, the potential for Trump to galvanize the determination, grit, and work ethic of the American electorate, whether markets are prematurely jumping to the conclusion that Trump is necessarily inflationary, outlook for foreign relations with China, Russia, and Mexico, breakdown of the social contract and the collapse in the government's ability to function and meet entitlements, and much more.

Dr. Harald Malmgren, Dr. Pippa Malmgren: Post-Election Special

Nov 11, 2016 1:19:04

Description:

Erik Townsend and Aaron Chan welcome Dr. Harald Malmgren and Dr. Pippa Malmgren to MacroVoices. Erik, Harald, and Pippa discuss Trump's governance effectiveness in light of the enemies he has made on the campaign trail, sources and potential escalation of social unrest and riots in the aftermath of Trump's victory, the potential for Trump to galvanize the determination, grit, and work ethic of the American electorate, whether markets are prematurely jumping to the conclusion that Trump is necessarily inflationary, outlook for foreign relations with China, Russia, and Mexico, breakdown of the social contract and the collapse in the government's ability to function and meet entitlements, and much more.

RVTV Encore: Dr. Brett Steenbarger

Nov 8, 2016 40:32

Description:

An interview which was originally published on October 18, 2015 between Raoul Pal of Real Vision and Dr. Brett Steenbarger, Clinical Associate Professor of Psychiatry & Behavioral Science at SUNY Upstate Medical University.

RVTV Encore: Dr. Brett Steenbarger

Nov 7, 2016 40:32

Description:

An interview which was originally published on October 18, 2015 between Raoul Pal of Real Vision and Dr. Brett Steenbarger, Clinical Associate Professor of Psychiatry & Behavioral Science at SUNY Upstate Medical University.

RVTV Encore: Dr. Brett Steenbarger

Nov 7, 2016 40:32

Description:

An interview which was originally published on October 18, 2015 between Raoul Pal of Real Vision and Dr. Brett Steenbarger, Clinical Associate Professor of Psychiatry & Behavioral Science at SUNY Upstate Medical University.

Willem Middelkoop: The Big Reset, China's Role in SDR, Gold, Alternatives to Democracy, and More

Nov 4, 2016 1:09:59

Description:

Erik Townsend and Aaron Chan welcome Willem Middelkoop to MacroVoices. Erik and Willem discuss Willem's recent book The Big Reset and the coming monetary reset, China's strategic objectives and pushing for the use of SDRs as the global reserve currency, outlook for the coming secular commodity reflation cycle, Willem's call to buy precious metals and miners in January 2016, and much more.

Willem Middelkoop: The Big Reset, China's Role in SDR, Gold, Alternatives to Democracy, and More

Nov 4, 2016 1:09:59

Description:

Erik Townsend and Aaron Chan welcome Willem Middelkoop to MacroVoices. Erik and Willem discuss Willem's recent book The Big Reset and the coming monetary reset, China's strategic objectives and pushing for the use of SDRs as the global reserve currency, outlook for the coming secular commodity reflation cycle, Willem's call to buy precious metals and miners in January 2016, and much more.

Willem Middelkoop: The Big Reset, China's Role in SDR, Gold, Alternatives to Democracy, and More

Nov 4, 2016 1:09:59

Description:

Erik Townsend and Aaron Chan welcome Willem Middelkoop to MacroVoices. Erik and Willem discuss Willem's recent book The Big Reset and the coming monetary reset, China's strategic objectives and pushing for the use of SDRs as the global reserve currency, outlook for the coming secular commodity reflation cycle, Willem's call to buy precious metals and miners in January 2016, and much more.

Hugh Hendry: USD Breakout, Post-Brexit Europe, Benign on Japan, Equity Outlook, & More

Oct 28, 2016 1:14:43

Description:

Erik Townsend and Aaron Chan welcome Hugh Hendry to MacroVoices. Erik and Hugh discuss USD breakout and binary consideration of US economy's condition in a strong-dollar environment, Brexit contagion and likelihood of strong vs. weaker countries disbanding from the EU, the "time stop-loss" and when it's appropriate to pivot theses, global transfer from creditors to debtors via the machinations of QE, Hugh's response to Kyle Bass' China devaluation thesis, maintaining intellectual honesty in the face of professional ramifications, and much more.

Hugh Hendry: USD Breakout, Post-Brexit Europe, Benign on Japan, Equity Outlook, & More

Oct 28, 2016 1:14:43

Description:

Erik Townsend and Aaron Chan welcome Hugh Hendry to MacroVoices. Erik and Hugh discuss USD breakout and binary consideration of US economy's condition in a strong-dollar environment, Brexit contagion and likelihood of strong vs. weaker countries disbanding from the EU, the "time stop-loss" and when it's appropriate to pivot theses, global transfer from creditors to debtors via the machinations of QE, Hugh's response to Kyle Bass' China devaluation thesis, maintaining intellectual honesty in the face of professional ramifications, and much more.

Hugh Hendry: USD Breakout, Post-Brexit Europe, Benign on Japan, Equity Outlook, & More

Oct 28, 2016 1:14:43

Description:

Erik Townsend and Aaron Chan welcome Hugh Hendry to MacroVoices. Erik and Hugh discuss USD breakout and binary consideration of US economy's condition in a strong-dollar environment, Brexit contagion and likelihood of strong vs. weaker countries disbanding from the EU, the "time stop-loss" and when it's appropriate to pivot theses, global transfer from creditors to debtors via the machinations of QE, Hugh's response to Kyle Bass' China devaluation thesis, maintaining intellectual honesty in the face of professional ramifications, and much more.

RVTV Encore: Kyle Bass

Oct 24, 2016 1:04:11

Description:

An interview which was originally published on July 1, 2016 between Grant Williams of Real Vision and Kyle Bass, Managing Partner, Chief Investment Officer, Portfolio Manager, and Founder of Hayman Capital Management.

RVTV Encore: Kyle Bass

Oct 23, 2016 1:04:11

Description:

An interview which was originally published on July 1, 2016 between Grant Williams of Real Vision and Kyle Bass, Managing Partner, Chief Investment Officer, Portfolio Manager, and Founder of Hayman Capital Management.

RVTV Encore: Kyle Bass

Oct 23, 2016 1:04:11

Description:

An interview which was originally published on July 1, 2016 between Grant Williams of Real Vision and Kyle Bass, Managing Partner, Chief Investment Officer, Portfolio Manager, and Founder of Hayman Capital Management.

Robin Griffiths: Cyclical and Technical Frameworks, Central Bank Impotence, DM/EM Outlooks, Gold, and More

Oct 21, 2016 1:07:54

Description:

Erik Townsend and Aaron Chan welcome Robin Griffiths to MacroVoices. Erik and Robin discuss technical and cyclical frameworks for evaluating financial markets, hierarchy of cycles from seasonal variation to generational, potential panicked selloff in the trade-weighted U.S. dollar, outlook for global equities and central bank-induced flash crashes, gold's resistance at $1,400 and ability to shoot back to all-time highs, and much more.

Robin Griffiths: Cyclical and Technical Frameworks, Central Bank Impotence, DM/EM Outlooks, Gold, and More

Oct 21, 2016 1:07:54

Description:

Erik Townsend and Aaron Chan welcome Robin Griffiths to MacroVoices. Erik and Robin discuss technical and cyclical frameworks for evaluating financial markets, hierarchy of cycles from seasonal variation to generational, potential panicked selloff in the trade-weighted U.S. dollar, outlook for global equities and central bank-induced flash crashes, gold's resistance at $1,400 and ability to shoot back to all-time highs, and much more.

Robin Griffiths: Cyclical and Technical Frameworks, Central Bank Impotence, DM/EM Outlooks, Gold, and More

Oct 21, 2016 1:07:54

Description:

Erik Townsend and Aaron Chan welcome Robin Griffiths to MacroVoices. Erik and Robin discuss technical and cyclical frameworks for evaluating financial markets, hierarchy of cycles from seasonal variation to generational, potential panicked selloff in the trade-weighted U.S. dollar, outlook for global equities and central bank-induced flash crashes, gold's resistance at $1,400 and ability to shoot back to all-time highs, and much more.

Mark Yusko: Short Dollar, Long Deutsche Bank, China eCommerce, Oil, and More

Oct 14, 2016 1:14:47

Description:

Erik Townsend and Aaron Chan welcome Mark Yusko to MacroVoices. Erik and Mark discuss bearish outlook for and reserve status deterioration of U.S. dollar, the "Everything Bubble" and similarities to 2000, misplaced comparisons between Deutsche Bank and Lehman Brothers, exciting trends and generational opportunities in China retail and eCommerce, dangerous paradigm of buying stocks for yield and bonds for capital appreciation, and much more.

Mark Yusko: Short Dollar, Long Deutsche Bank, China eCommerce, Oil, and More

Oct 13, 2016 1:14:47

Description:

Erik Townsend and Aaron Chan welcome Mark Yusko to MacroVoices. Erik and Mark discuss bearish outlook for and reserve status deterioration of U.S. dollar, the "Everything Bubble" and similarities to 2000, misplaced comparisons between Deutsche Bank and Lehman Brothers, exciting trends and generational opportunities in China retail and eCommerce, dangerous paradigm of buying stocks for yield and bonds for capital appreciation, and much more.

Mark Yusko: Short Dollar, Long Deutsche Bank, China eCommerce, Oil, and More

Oct 13, 2016 1:14:47

Description:

Erik Townsend and Aaron Chan welcome Mark Yusko to MacroVoices. Erik and Mark discuss bearish outlook for and reserve status deterioration of U.S. dollar, the "Everything Bubble" and similarities to 2000, misplaced comparisons between Deutsche Bank and Lehman Brothers, exciting trends and generational opportunities in China retail and eCommerce, dangerous paradigm of buying stocks for yield and bonds for capital appreciation, and much more.

RVTV Encore: Michael Lewitt

Oct 10, 2016 58:25

Description:

An interview which was originally published on July 20, 2016 between Grant Williams of Real Vision and Michael Lewitt, founder of The Credit Strategy Group and writer of The Credit Strategist, a popular and acclaimed investment newsletter.

RVTV Encore: Michael Lewitt

Oct 9, 2016 58:25

Description:

An interview which was originally published on July 20, 2016 between Grant Williams of Real Vision and Michael Lewitt, founder of The Credit Strategy Group and writer of The Credit Strategist, a popular and acclaimed investment newsletter.

RVTV Encore: Michael Lewitt

Oct 9, 2016 58:25

Description:

An interview which was originally published on July 20, 2016 between Grant Williams of Real Vision and Michael Lewitt, founder of The Credit Strategy Group and writer of The Credit Strategist, a popular and acclaimed investment newsletter.

Simon Hunt: Chinese Political War, IMF Special Drawing Rights, Russia-China Alliance, 2020 Global Market Crash

Oct 7, 2016 1:01:48

Description:

Erik Townsend and Aaron Chan welcome Simon Hunt to MacroVoices. Erik and Simon discuss internal politcal wars within China stagnating economic growth, China's steady, step-wise approach to allowing firm bankruptcies, Internal IMF battle for RMB's inclusion in SDR, logic behind China's stockpiling of raw commodities and base metals, impending global stock market crash and economic reset within the next 5 years, and much more.

Simon Hunt: Chinese Political War, IMF Special Drawing Rights, Russia-China Alliance, 2020 Global Market Crash

Oct 7, 2016 1:01:48

Description:

Erik Townsend and Aaron Chan welcome Simon Hunt to MacroVoices. Erik and Simon discuss internal politcal wars within China stagnating economic growth, China's steady, step-wise approach to allowing firm bankruptcies, Internal IMF battle for RMB's inclusion in SDR, logic behind China's stockpiling of raw commodities and base metals, impending global stock market crash and economic reset within the next 5 years, and much more.

Simon Hunt: Chinese Political War, IMF Special Drawing Rights, Russia-China Alliance, 2020 Global Market Crash

Oct 7, 2016 1:01:48

Description:

Erik Townsend and Aaron Chan welcome Simon Hunt to MacroVoices. Erik and Simon discuss internal politcal wars within China stagnating economic growth, China's steady, step-wise approach to allowing firm bankruptcies, Internal IMF battle for RMB's inclusion in SDR, logic behind China's stockpiling of raw commodities and base metals, impending global stock market crash and economic reset within the next 5 years, and much more.

Michael Lebowitz: Death of the Virtuous Economic Cycle

Sep 30, 2016 1:07:30

Description:

Erik Townsend and Aaron Chan welcome Michael Lebowitz to MacroVoices. Erik and Michael discuss the saving discipline that drives the virtuous economic cycle and sustains prosperity, a global economy untethered from demographics and productivity, outlook for negative interest rate policies, alternatives for savers throughout the demise of the virtuous cycle, Trump v. Clinton impacts on global financial markets, and much more.

Michael Lebowitz: Death of the Virtuous Economic Cycle

Sep 30, 2016 1:07:30

Description:

Erik Townsend and Aaron Chan welcome Michael Lebowitz to MacroVoices. Erik and Michael discuss the saving discipline that drives the virtuous economic cycle and sustains prosperity, a global economy untethered from demographics and productivity, outlook for negative interest rate policies, alternatives for savers throughout the demise of the virtuous cycle, Trump v. Clinton impacts on global financial markets, and much more.

Michael Lebowitz: Death of the Virtuous Economic Cycle

Sep 30, 2016 1:07:30

Description:

Erik Townsend and Aaron Chan welcome Michael Lebowitz to MacroVoices. Erik and Michael discuss the saving discipline that drives the virtuous economic cycle and sustains prosperity, a global economy untethered from demographics and productivity, outlook for negative interest rate policies, alternatives for savers throughout the demise of the virtuous cycle, Trump v. Clinton impacts on global financial markets, and much more.

RVTV Encore: Roy Sebag & Josh Crumb

Sep 26, 2016 36:02

Description:

An interview which was originally published on April 14, 2016 with Roy Sebag and Josh Crumb, co-founders of Bitgold, and Chief Executive Officer and Chief Strategy Officer of Goldmoney, respectively.

RVTV Encore: Roy Sebag & Josh Crumb

Sep 25, 2016 36:02

Description:

An interview which was originally published on April 14, 2016 with Roy Sebag and Josh Crumb, co-founders of Bitgold, and Chief Executive Officer and Chief Strategy Officer of Goldmoney, respectively.

RVTV Encore: Roy Sebag & Josh Crumb

Sep 25, 2016 36:02

Description:

An interview which was originally published on April 14, 2016 with Roy Sebag and Josh Crumb, co-founders of Bitgold, and Chief Executive Officer and Chief Strategy Officer of Goldmoney, respectively.

Alex Gurevich: Dominant USD, Historical Fed Tightening Cycles, Cheap Treasuries, China Debt Unwind, and More

Sep 23, 2016 1:08:23

Description:

Erik Townsend and Aaron Chan welcome Alex Gurevich to MacroVoices. Erik and Alex discuss market reaction to latest FOMC policy decision, importance of placing current Fed actions in the context of historical rate-hiking cycles, egregiously cheap valuations on 10-year Treasury Notes, gold's positive risk-reward and return expectations in the coming years, China's $30 trillion private debt unwind and history of imperial collapse, and much more.

Alex Gurevich: Dominant USD, Historical Fed Tightening Cycles, Cheap Treasuries, China Debt Unwind, and More

Sep 23, 2016 1:08:23

Description:

Erik Townsend and Aaron Chan welcome Alex Gurevich to MacroVoices. Erik and Alex discuss market reaction to latest FOMC policy decision, importance of placing current Fed actions in the context of historical rate-hiking cycles, egregiously cheap valuations on 10-year Treasury Notes, gold's positive risk-reward and return expectations in the coming years, China's $30 trillion private debt unwind and history of imperial collapse, and much more.

Alex Gurevich: Dominant USD, Historical Fed Tightening Cycles, Cheap Treasuries, China Debt Unwind, and More

Sep 23, 2016 1:08:23

Description:

Erik Townsend and Aaron Chan welcome Alex Gurevich to MacroVoices. Erik and Alex discuss market reaction to latest FOMC policy decision, importance of placing current Fed actions in the context of historical rate-hiking cycles, egregiously cheap valuations on 10-year Treasury Notes, gold's positive risk-reward and return expectations in the coming years, China's $30 trillion private debt unwind and history of imperial collapse, and much more.

Raoul Pal: USD, TSYs, Biz Cycle, Gold, EU Exit Contagion & More!

Sep 16, 2016 1:18:29

Description:

Erik Townsend and Aaron Chan welcome Raoul Pal to MacroVoices. Erik and Raoul discuss structural issues in LIBOR and Eurodollar markets as bullish for USD, update on Raoul's business cycle framework, 100% probability of recession following 2-term U.S. presidencies, Brexit contagion spreading into the rest of Europe, gold and USD pairs-trade timeline and expectations, precarious state of and systemic risk of the European banking sector, potential moonshot in soft commodities due to weather cycles, and much more.

Raoul Pal: USD, TSYs, Biz Cycle, Gold, EU Exit Contagion & More!

Sep 16, 2016 1:18:29

Description:

Erik Townsend and Aaron Chan welcome Raoul Pal to MacroVoices. Erik and Raoul discuss structural issues in LIBOR and Eurodollar markets as bullish for USD, update on Raoul's business cycle framework, 100% probability of recession following 2-term U.S. presidencies, Brexit contagion spreading into the rest of Europe, gold and USD pairs-trade timeline and expectations, precarious state of and systemic risk of the European banking sector, potential moonshot in soft commodities due to weather cycles, and much more.

Raoul Pal: USD, TSYs, Biz Cycle, Gold, EU Exit Contagion & More!

Sep 16, 2016 1:18:29

Description:

Erik Townsend and Aaron Chan welcome Raoul Pal to MacroVoices. Erik and Raoul discuss structural issues in LIBOR and Eurodollar markets as bullish for USD, update on Raoul's business cycle framework, 100% probability of recession following 2-term U.S. presidencies, Brexit contagion spreading into the rest of Europe, gold and USD pairs-trade timeline and expectations, precarious state of and systemic risk of the European banking sector, potential moonshot in soft commodities due to weather cycles, and much more.

RVTV Encore: Michael Schneider

Sep 12, 2016 53:26

Description:

A conversation on April 4, 2016 between Grant Williams and Michael Schneider, Chief Investment Officer of Brookline Partners.

RVTV Encore: Michael Schneider

Sep 11, 2016 53:26

Description:

A conversation on April 4, 2016 between Grant Williams and Michael Schneider, Chief Investment Officer of Brookline Partners.

RVTV Encore: Michael Schneider

Sep 11, 2016 53:26

Description:

A conversation on April 4, 2016 between Grant Williams and Michael Schneider, Chief Investment Officer of Brookline Partners.

Jeffrey Christian: Precious Metals, Macro Drivers, and More

Sep 9, 2016 1:19:49

Description:

Erik Townsend and Aaron Chan welcome Jeffrey Christian to MacroVoices. Erik and Jeffrey discuss U.S. Dollar predictions and the range-bound outlook, Brexit contagion and potential impacts on gold and silver, rejecting old mental models with unprecedentedly low real and nominal interest rates, degradation of global political cooperation, Trump vs. Clinton implications for global markets and precious metals, and much more.

Jeffrey Christian: Precious Metals, Macro Drivers, and More

Sep 8, 2016 1:19:49

Description:

Erik Townsend and Aaron Chan welcome Jeffrey Christian to MacroVoices. Erik and Jeffrey discuss U.S. Dollar predictions and the range-bound outlook, Brexit contagion and potential impacts on gold and silver, rejecting old mental models with unprecedentedly low real and nominal interest rates, degradation of global political cooperation, Trump vs. Clinton implications for global markets and precious metals, and much more.

Jeffrey Christian: Precious Metals, Macro Drivers, and More

Sep 8, 2016 1:19:49

Description:

Erik Townsend and Aaron Chan welcome Jeffrey Christian to MacroVoices. Erik and Jeffrey discuss U.S. Dollar predictions and the range-bound outlook, Brexit contagion and potential impacts on gold and silver, rejecting old mental models with unprecedentedly low real and nominal interest rates, degradation of global political cooperation, Trump vs. Clinton implications for global markets and precious metals, and much more.

Art Berman: Labor Day Weekend Oil Special

Sep 2, 2016 1:17:32

Description:

Erik Townsend and Aaron Chan welcome Art Berman to MacroVoices. Erik and Art discuss looking beyond absolute inventory numbers and gleaning insights from comparative inventories, continued time-spread compression reflecting producer hedging or lack of concern for a storage crisis, feedback loop of insanity in inventory builds and production, and much more.

Art Berman: Labor Day Weekend Oil Special

Sep 2, 2016 1:17:32

Description:

Erik Townsend and Aaron Chan welcome Art Berman to MacroVoices. Erik and Art discuss looking beyond absolute inventory numbers and gleaning insights from comparative inventories, continued time-spread compression reflecting producer hedging or lack of concern for a storage crisis, feedback loop of insanity in inventory builds and production, and much more.

Art Berman: Labor Day Weekend Oil Special

Sep 2, 2016 1:17:32

Description:

Erik Townsend and Aaron Chan welcome Art Berman to MacroVoices. Erik and Art discuss looking beyond absolute inventory numbers and gleaning insights from comparative inventories, continued time-spread compression reflecting producer hedging or lack of concern for a storage crisis, feedback loop of insanity in inventory builds and production, and much more.

RVTV Encore: Willem Middelkoop

Aug 29, 2016 1:03:52

Description:

A conversation on January 5, 2016 between Grant Williams and Willem Middelkoop, founder of the Commodity Discovery Fund and author of the worldwide bestseller The Big Reset.

RVTV Encore: Willem Middelkoop

Aug 28, 2016 1:03:52

Description:

A conversation on January 5, 2016 between Grant Williams and Willem Middelkoop, founder of the Commodity Discovery Fund and author of the worldwide bestseller The Big Reset.

RVTV Encore: Willem Middelkoop

Aug 28, 2016 1:03:52

Description:

A conversation on January 5, 2016 between Grant Williams and Willem Middelkoop, founder of the Commodity Discovery Fund and author of the worldwide bestseller The Big Reset.

Dr. Gary Shilling: Long the Long-Bond, Short Oil, Skeptical of U.S. Stocks

Aug 26, 2016 1:06:10

Description:

Erik Townsend and Aaron Chan welcome Dr. Gary Shilling to MacroVoices. Erik and Gary discuss the continued perception of the U.S. Dollar as a safe haven currency, why the long-bond trade isn't over and the forces driving yields lower, reasoning behind going long defensive stocks despite a bearish view on equities, and much more.

Dr. Gary Shilling: Long the Long-Bond, Short Oil, Skeptical of U.S. Stocks

Aug 26, 2016 1:06:10

Description:

Erik Townsend and Aaron Chan welcome Dr. Gary Shilling to MacroVoices. Erik and Gary discuss the continued perception of the U.S. Dollar as a safe haven currency, why the long-bond trade isn't over and the forces driving yields lower, reasoning behind going long defensive stocks despite a bearish view on equities, and much more.

Dr. Gary Shilling: Long the Long-Bond, Short Oil, Skeptical of U.S. Stocks

Aug 26, 2016 1:06:10

Description:

Erik Townsend and Aaron Chan welcome Dr. Gary Shilling to MacroVoices. Erik and Gary discuss the continued perception of the U.S. Dollar as a safe haven currency, why the long-bond trade isn't over and the forces driving yields lower, reasoning behind going long defensive stocks despite a bearish view on equities, and much more.

Jeffrey Snider: All Signs Point to Global Systemic Reset

Aug 19, 2016 1:17:32

Description:

Erik Townsend and Aaron Chan welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss rich equity valuations despite an on-going earnings recession, the mainstream misconception and myth that the Fed provides liquidity, Milton Friedman's Interest Rate Fallacy and how long-run low interest rates demonstrate tightness of money supply, wholesale eurodollar system not tracking with prior exponential growth and demonstrating permanent monetary disruption, and much more.

Jeffrey Snider: All Signs Point to Global Systemic Reset

Aug 19, 2016 1:17:32

Description:

Erik Townsend and Aaron Chan welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss rich equity valuations despite an on-going earnings recession, the mainstream misconception and myth that the Fed provides liquidity, Milton Friedman's Interest Rate Fallacy and how long-run low interest rates demonstrate tightness of money supply, wholesale eurodollar system not tracking with prior exponential growth and demonstrating permanent monetary disruption, and much more.

Jeffrey Snider: All Signs Point to Global Systemic Reset

Aug 19, 2016 1:17:32

Description:

Erik Townsend and Aaron Chan welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss rich equity valuations despite an on-going earnings recession, the mainstream misconception and myth that the Fed provides liquidity, Milton Friedman's Interest Rate Fallacy and how long-run low interest rates demonstrate tightness of money supply, wholesale eurodollar system not tracking with prior exponential growth and demonstrating permanent monetary disruption, and much more.

RVTV Encore: Paul Brodsky

Aug 15, 2016 49:49

Description:

A conversation on March 21, 2016 between Grant Williams and Paul Brodsky, founder of Macro Allocation Inc.

RVTV Encore: Paul Brodsky

Aug 15, 2016 49:49

Description:

A conversation on March 21, 2016 between Grant Williams and Paul Brodsky, founder of Macro Allocation Inc.

RVTV Encore: Paul Brodsky

Aug 15, 2016 49:49

Description:

A conversation on March 21, 2016 between Grant Williams and Paul Brodsky, founder of Macro Allocation Inc.

Paul Brodsky: Treasury yields, Deflation, and the need for a Financial System Reset

Aug 12, 2016 1:09:11

Description:

Erik Townsend and Aaron Chan welcome Paul Brodsky to MacroVoices. Erik and Paul discuss the necessary global reset due to insurmountable leverage, views and outlook for U.S. Treasuries despite obvious sovereign insolvency, the false deleveraging narrative when viewed in the light of base money, thinking behind owning gold bullion relative to gold mining shares, and much more.

Paul Brodsky: Treasury yields, Deflation, and the need for a Financial System Reset

Aug 12, 2016 1:09:11

Description:

Erik Townsend and Aaron Chan welcome Paul Brodsky to MacroVoices. Erik and Paul discuss the necessary global reset due to insurmountable leverage, views and outlook for U.S. Treasuries despite obvious sovereign insolvency, the false deleveraging narrative when viewed in the light of base money, thinking behind owning gold bullion relative to gold mining shares, and much more.

Paul Brodsky: Treasury yields, Deflation, and the need for a Financial System Reset

Aug 12, 2016 1:09:11

Description:

Erik Townsend and Aaron Chan welcome Paul Brodsky to MacroVoices. Erik and Paul discuss the necessary global reset due to insurmountable leverage, views and outlook for U.S. Treasuries despite obvious sovereign insolvency, the false deleveraging narrative when viewed in the light of base money, thinking behind owning gold bullion relative to gold mining shares, and much more.

Charles Biderman: The Monetary Policy Endgame

Aug 5, 2016 1:25:18

Description:

Erik Townsend and Aaron Chan welcome Charles Biderman to MacroVoices. Erik and Charles discuss big picture and current market contexts beginning from Post-WW2, flight capital impact on U.S. markets, backstory related to sub-advisor relationship with and termination from AdvisorShares, and much more.

Charles Biderman: The Monetary Policy Endgame

Aug 5, 2016 1:25:18

Description:

Erik Townsend and Aaron Chan welcome Charles Biderman to MacroVoices. Erik and Charles discuss big picture and current market contexts beginning from Post-WW2, flight capital impact on U.S. markets, backstory related to sub-advisor relationship with and termination from AdvisorShares, and much more.

Charles Biderman: The Monetary Policy Endgame

Aug 5, 2016 1:25:18

Description:

Erik Townsend and Aaron Chan welcome Charles Biderman to MacroVoices. Erik and Charles discuss big picture and current market contexts beginning from Post-WW2, flight capital impact on U.S. markets, backstory related to sub-advisor relationship with and termination from AdvisorShares, and much more.

RVTV Encore: Stephen Diggle

Aug 1, 2016 1:06:04

Description:

A conversation on April 25, 2016 between Grant Williams and Stephen Diggle, founder of Vulpes Investment Management.

RVTV Encore: Stephen Diggle

Jul 31, 2016 1:06:04

Description:

A conversation on April 25, 2016 between Grant Williams and Stephen Diggle, founder of Vulpes Investment Management.

RVTV Encore: Stephen Diggle

Jul 31, 2016 1:06:04

Description:

A conversation on April 25, 2016 between Grant Williams and Stephen Diggle, founder of Vulpes Investment Management.

David S. Rose: Angel Investing

Jul 28, 2016 1:24:43

Description:

Erik Townsend and Aaron Chan welcome David S. Rose to MacroVoices. Erik and David discuss David's background and introduction to angel investing and entrepreneurship through his great uncle, what angel investing actually is, how it might fit in a portfolio, and who it is suited for, expected investment returns from angel investing and the role of diversification, and much more.

David S. Rose: Angel Investing

Jul 28, 2016 1:24:43

Description:

Erik Townsend and Aaron Chan welcome David S. Rose to MacroVoices. Erik and David discuss David's background and introduction to angel investing and entrepreneurship through his great uncle, what angel investing actually is, how it might fit in a portfolio, and who it is suited for, expected investment returns from angel investing and the role of diversification, and much more.

David S. Rose: Angel Investing

Jul 28, 2016 1:24:43

Description:

Erik Townsend and Aaron Chan welcome David S. Rose to MacroVoices. Erik and David discuss David's background and introduction to angel investing and entrepreneurship through his great uncle, what angel investing actually is, how it might fit in a portfolio, and who it is suited for, expected investment returns from angel investing and the role of diversification, and much more.

Eric Hunsader: Market microstructure, HFTs, and IEX

Jul 22, 2016 1:11:51

Description:

Erik Townsend and Aaron Chan welcome Eric Hunsader to MacroVoices. Erik and Eric discuss Eric's incredible story of exposing the NYSE's selling of higher-speed data feeds to high-frequency traders, the fallacy of HFT providing greater liquidity in the market, how retail investor orders are executed and taken advantage of by internalizers, and much more.

Eric Hunsader: Market microstructure, HFTs, and IEX

Jul 22, 2016 1:11:51

Description:

Erik Townsend and Aaron Chan welcome Eric Hunsader to MacroVoices. Erik and Eric discuss Eric's incredible story of exposing the NYSE's selling of higher-speed data feeds to high-frequency traders, the fallacy of HFT providing greater liquidity in the market, how retail investor orders are executed and taken advantage of by internalizers, and much more.

Eric Hunsader: Market microstructure, HFTs, and IEX

Jul 22, 2016 1:11:51

Description:

Erik Townsend and Aaron Chan welcome Eric Hunsader to MacroVoices. Erik and Eric discuss Eric's incredible story of exposing the NYSE's selling of higher-speed data feeds to high-frequency traders, the fallacy of HFT providing greater liquidity in the market, how retail investor orders are executed and taken advantage of by internalizers, and much more.

RVTV Encore: Stephanie Pomboy

Jul 18, 2016 56:03

Description:

A conversation on May 29, 2016 between Grant Williams and Stephanie Pomboy, founder of MacroMavens.

RVTV Encore: Stephanie Pomboy

Jul 17, 2016 56:03

Description:

A conversation on May 29, 2016 between Grant Williams and Stephanie Pomboy, founder of MacroMavens.

RVTV Encore: Stephanie Pomboy

Jul 17, 2016 56:03

Description:

A conversation on May 29, 2016 between Grant Williams and Stephanie Pomboy, founder of MacroMavens.

Richard Dickson: A Technician Takes the Pulse of Global Markets

Jul 15, 2016 1:14:53

Description:

Erik Townsend and Aaron Chan welcome Richard Dickson to MacroVoices. Erik and Richard discuss Lowry Research’s approach of looking at markets through buying power and selling pressure, the divergence in price action versus buying power and selling pressure indices, what the divergence means in terms of market accumulation or distribution, and much more.

Richard Dickson: A Technician Takes the Pulse of Global Markets

Jul 15, 2016 1:14:53

Description:

Erik Townsend and Aaron Chan welcome Richard Dickson to MacroVoices. Erik and Richard discuss Lowry Research’s approach of looking at markets through buying power and selling pressure, the divergence in price action versus buying power and selling pressure indices, what the divergence means in terms of market accumulation or distribution, and much more.

Richard Dickson: A Technician Takes the Pulse of Global Markets

Jul 15, 2016 1:14:53

Description:

Erik Townsend and Aaron Chan welcome Richard Dickson to MacroVoices. Erik and Richard discuss Lowry Research’s approach of looking at markets through buying power and selling pressure, the divergence in price action versus buying power and selling pressure indices, what the divergence means in terms of market accumulation or distribution, and much more.

Erik Townsend: Accredited Investor Academy Series, Part 1

Jul 6, 2016 1:09:54

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part I. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the first of a four-part series about learning to be a sophisticated private investor.

Erik Townsend: Accredited Investor Academy Series, Part 1

Jul 6, 2016 1:09:54

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part I. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the first of a four-part series about learning to be a sophisticated private investor.

Erik Townsend: Accredited Investor Academy Series, Part 1

Jul 6, 2016 1:09:54

Description:

Erik Townsend and Aaron Chan introduce the Accredited Investor Academy Series, Part I. We’re taking this week off from our regular show format, so instead of a featured interview guest, we’re airing the first of a four-part series about learning to be a sophisticated private investor.

RVTV Encore: James Grant

Jul 4, 2016 44:12

Description:

RVTV Encore

RVTV Encore: James Grant

Jul 3, 2016 44:12

Description:

RVTV Encore

RVTV Encore: James Grant

Jul 3, 2016 44:12

Description:

RVTV Encore

Grant Williams: Brexit Could Lead to EU Collapse or Even War!

Jul 1, 2016 1:20:39

Description:

Grant’s experience and insights from observing Brexit outside of the UK The next-steps and long-run view for the UK post-Brexit The potential of the EU making an example out of the UK to prevent other countries from leaving

Grant Williams: Brexit Could Lead to EU Collapse or Even War!

Jul 1, 2016 1:20:39

Description:

Grant’s experience and insights from observing Brexit outside of the UK The next-steps and long-run view for the UK post-Brexit The potential of the EU making an example out of the UK to prevent other countries from leaving

Grant Williams: Brexit Could Lead to EU Collapse or Even War!

Jul 1, 2016 1:20:39

Description:

Grant’s experience and insights from observing Brexit outside of the UK The next-steps and long-run view for the UK post-Brexit The potential of the EU making an example out of the UK to prevent other countries from leaving

Steve Keen: Brexit, Alternative Currencies, Negative Interest Rates & More

Jun 24, 2016 1:12:25

Description:

Erik Townsend welcomes Steve Keen to MacroVoices.

Steve Keen: Brexit, Alternative Currencies, Negative Interest Rates & More

Jun 24, 2016 1:12:25

Description:

Erik Townsend welcomes Steve Keen to MacroVoices.

Steve Keen: Brexit, Alternative Currencies, Negative Interest Rates & More

Jun 24, 2016 1:12:25

Description:

Erik Townsend welcomes Steve Keen to MacroVoices.

RVTV Encore: Simon Mikhailovich

Jun 20, 2016 49:29

Description:

A conversation on May 23, 2016 between Grant Williams and Simon Mikhailovich.

RVTV Encore: Simon Mikhailovich

Jun 20, 2016 49:29

Description:

A conversation on May 23, 2016 between Grant Williams and Simon Mikhailovich.

RVTV Encore: Simon Mikhailovich

Jun 20, 2016 49:29

Description:

A conversation on May 23, 2016 between Grant Williams and Simon Mikhailovich.

John Llewellyn: Economic consequences of the Brexit referendum

Jun 17, 2016 1:15:21

Description:

Erik Townsend welcomes John Llewellyn to MacroVoices. Erik and John discuss how the Brexit vote is simply a prelude to a highly uncertain process, polling accuracy and the distinct possibility of Britain exiting the EU, the near-term economic impacts of Brexit on the British economy including lower foreign-direct investment and trade re-negotiations, and much more.

John Llewellyn: Economic consequences of the Brexit referendum

Jun 17, 2016 1:15:21

Description:

Erik Townsend welcomes John Llewellyn to MacroVoices. Erik and John discuss how the Brexit vote is simply a prelude to a highly uncertain process, polling accuracy and the distinct possibility of Britain exiting the EU, the near-term economic impacts of Brexit on the British economy including lower foreign-direct investment and trade re-negotiations, and much more.

John Llewellyn: Economic consequences of the Brexit referendum

Jun 17, 2016 1:15:21

Description:

Erik Townsend welcomes John Llewellyn to MacroVoices. Erik and John discuss how the Brexit vote is simply a prelude to a highly uncertain process, polling accuracy and the distinct possibility of Britain exiting the EU, the near-term economic impacts of Brexit on the British economy including lower foreign-direct investment and trade re-negotiations, and much more.

Dr. Ben Hunt - Macroeconomics viewed through the lens of Game Theory and History

Jun 10, 2016 1:17:03

Description:

Dr. Ben Hunt brings a fresh perspective on the current macroeconomic backdrop as viewed through the lenses of game theory and history. We discuss the US dollar, Chinese currency devaluation, Japan, the Brexit referendum and much more.

Dr. Ben Hunt - Macroeconomics viewed through the lens of Game Theory and History

Jun 9, 2016 1:17:03

Description:

Dr. Ben Hunt brings a fresh perspective on the current macroeconomic backdrop as viewed through the lenses of game theory and history. We discuss the US dollar, Chinese currency devaluation, Japan, the Brexit referendum and much more.

Dr. Ben Hunt - Macroeconomics viewed through the lens of Game Theory and History

Jun 9, 2016 1:17:03

Description:

Dr. Ben Hunt brings a fresh perspective on the current macroeconomic backdrop as viewed through the lenses of game theory and history. We discuss the US dollar, Chinese currency devaluation, Japan, the Brexit referendum and much more.

RVTV Encore: Hugh Hendry

Jun 6, 2016 1:10:53

Description:

Hugh Hendry is interviewed by Raoul Pal on Real Vision Television on March 11th, 2016

RVTV Encore: Hugh Hendry

Jun 5, 2016 1:10:53

Description:

Hugh Hendry is interviewed by Raoul Pal on Real Vision Television on March 11th, 2016

RVTV Encore: Hugh Hendry

Jun 5, 2016 1:10:53

Description:

Hugh Hendry is interviewed by Raoul Pal on Real Vision Television on March 11th, 2016

Art Berman: Oil Fundamentals Deep Dive Redux

Jun 3, 2016 1:08:35

Description:

Erik interviews petroleum geologist Art Berman in his second appearance on MacroVoices as they revisit some of their fundamental analysis from Episode 3 back in February

Art Berman: Oil Fundamentals Deep Dive Redux

Jun 3, 2016 1:08:35

Description:

Erik interviews petroleum geologist Art Berman in his second appearance on MacroVoices as they revisit some of their fundamental analysis from Episode 3 back in February

Art Berman: Oil Fundamentals Deep Dive Redux

Jun 3, 2016 1:08:35

Description:

Erik interviews petroleum geologist Art Berman in his second appearance on MacroVoices as they revisit some of their fundamental analysis from Episode 3 back in February

Julian Brigden: Where we stand in the US Dollar Story

May 27, 2016 1:05:42

Description:

Erik Townsend and Julian Brigden of Macro Intelligence 2 Partners discuss the Dollar from a multitude of angles, as well as emerging markets, precious metals, equities and global bond markets.

Julian Brigden: Where we stand in the US Dollar Story

May 27, 2016 1:05:42

Description:

Erik Townsend and Julian Brigden of Macro Intelligence 2 Partners discuss the Dollar from a multitude of angles, as well as emerging markets, precious metals, equities and global bond markets.

Julian Brigden: Where we stand in the US Dollar Story

May 27, 2016 1:05:42

Description:

Erik Townsend and Julian Brigden of Macro Intelligence 2 Partners discuss the Dollar from a multitude of angles, as well as emerging markets, precious metals, equities and global bond markets.

RVTV Encore: Rick Rule

May 23, 2016 54:44

Description:

A conversation on March 25th, 2016 between Grant Williams and Rick Rule.

RVTV Encore: Rick Rule

May 22, 2016 54:44

Description:

A conversation on March 25th, 2016 between Grant Williams and Rick Rule.

RVTV Encore: Rick Rule

May 22, 2016 54:44

Description:

A conversation on March 25th, 2016 between Grant Williams and Rick Rule.

Jeffrey Christian: Around the world in 50 minutes

May 20, 2016 1:20:37

Description:

Erik and Jeff literally circle the globe bringing macroeconomic insight for each stop along the way.

Jeffrey Christian: Around the world in 50 minutes

May 20, 2016 1:20:37

Description:

Erik and Jeff literally circle the globe bringing macroeconomic insight for each stop along the way.

Jeffrey Christian: Around the world in 50 minutes

May 20, 2016 1:20:37

Description:

Erik and Jeff literally circle the globe bringing macroeconomic insight for each stop along the way.

Steve Keen: Making sense of the prevailing schools of economic thought

May 13, 2016 1:14:46

Description:

Erik and Steve talk about the thought processes driving current economic policy, and how we could best deal with never before seen levels of debt around the world.

Steve Keen: Making sense of the prevailing schools of economic thought

May 13, 2016 1:14:46

Description:

Erik and Steve talk about the thought processes driving current economic policy, and how we could best deal with never before seen levels of debt around the world.

Steve Keen: Making sense of the prevailing schools of economic thought

May 13, 2016 1:14:46

Description:

Erik and Steve talk about the thought processes driving current economic policy, and how we could best deal with never before seen levels of debt around the world.

RVTV Encore: Raoul Pal and Grant Williams

May 8, 2016 46:03

Description:

Raoul Pal and Grant Williams sit down together for a discussion they have entitled "The Reset II"

RVTV Encore: Raoul Pal and Grant Williams

May 8, 2016 46:03

Description:

Raoul Pal and Grant Williams sit down together for a discussion they have entitled "The Reset II"

RVTV Encore: Raoul Pal and Grant Williams

May 8, 2016 46:03

Description:

Raoul Pal and Grant Williams sit down together for a discussion they have entitled "The Reset II"

Satyajit Das: Cyclical downturn or structural shift? Context is key.

May 6, 2016 1:20:55

Description:

Erik and Das lend context to recent macroeconomic developments with a helping hand from history, in order to identify what might be different this time.

Satyajit Das: Cyclical downturn or structural shift? Context is key.

May 6, 2016 1:20:55

Description:

Erik and Das lend context to recent macroeconomic developments with a helping hand from history, in order to identify what might be different this time.

Satyajit Das: Cyclical downturn or structural shift? Context is key.

May 6, 2016 1:20:55

Description:

Erik and Das lend context to recent macroeconomic developments with a helping hand from history, in order to identify what might be different this time.

Richard Duncan: What the history of monetary policy tells us about our future

Apr 29, 2016 1:16:02

Description:

Richard and Erik discuss the history of monetary policy, and what it suggests to us about the direction the global economy is headed.

Richard Duncan: What the history of monetary policy tells us about our future

Apr 29, 2016 1:16:02

Description:

Richard and Erik discuss the history of monetary policy, and what it suggests to us about the direction the global economy is headed.

Richard Duncan: What the history of monetary policy tells us about our future

Apr 29, 2016 1:16:02

Description:

Richard and Erik discuss the history of monetary policy, and what it suggests to us about the direction the global economy is headed.

RVTV Encore: John Burbank ft. Kyle Bass

Apr 25, 2016 1:00:21

Description:

Kyle Bass interviews John Burbank on Real Vision Television.

RVTV Encore: John Burbank ft. Kyle Bass

Apr 24, 2016 1:00:21

Description:

Kyle Bass interviews John Burbank on Real Vision Television.

RVTV Encore: John Burbank ft. Kyle Bass

Apr 24, 2016 1:00:21

Description:

Kyle Bass interviews John Burbank on Real Vision Television.

The New Bull Market in Gold Part II: Natural resource investing with Rick Rule plus an oil update with Art Berman

Apr 22, 2016 1:57:58

Description:

Erik and Rick Rule talk precious metals and other natural resource investments, private placements and private equity risks and rewards, and Art Berman joins us for an update on the crude fundamentals.

The New Bull Market in Gold Part II: Natural resource investing with Rick Rule plus an oil update with Art Berman

Apr 22, 2016 1:57:58

Description:

Erik and Rick Rule talk precious metals and other natural resource investments, private placements and private equity risks and rewards, and Art Berman joins us for an update on the crude fundamentals.

The New Bull Market in Gold Part II: Natural resource investing with Rick Rule plus an oil update with Art Berman

Apr 22, 2016 1:57:58

Description:

Erik and Rick Rule talk precious metals and other natural resource investments, private placements and private equity risks and rewards, and Art Berman joins us for an update on the crude fundamentals.

The New Bull Market in Gold Part I: Macroeconomic backdrop with Jim Rickards

Apr 15, 2016 1:11:30

Description:

Erik interviews Jim Rickards, and they discuss the importance of Gold when central banks around the world are perma-easing.

The New Bull Market in Gold Part I: Macroeconomic backdrop with Jim Rickards

Apr 15, 2016 1:11:30

Description:

Erik interviews Jim Rickards, and they discuss the importance of Gold when central banks around the world are perma-easing.

The New Bull Market in Gold Part I: Macroeconomic backdrop with Jim Rickards

Apr 15, 2016 1:11:30

Description:

Erik interviews Jim Rickards, and they discuss the importance of Gold when central banks around the world are perma-easing.

RVTV: Bill Fleckenstein

Apr 10, 2016 1:04:39

Description:

Real Vision Television interviews Bill Fleckenstein on August 21st, 2015

RVTV: Bill Fleckenstein

Apr 10, 2016 1:04:39

Description:

Real Vision Television interviews Bill Fleckenstein on August 21st, 2015

RVTV: Bill Fleckenstein

Apr 10, 2016 1:04:39

Description:

Real Vision Television interviews Bill Fleckenstein on August 21st, 2015

Raoul Pal: Breaking Down the US Dollar, Past, Present, and Future

Apr 8, 2016 1:12:46

Description:

Erik interviews Raoul Pal, and they breakdown the US dollar bull market and discuss where we're headed next.

Raoul Pal: Breaking Down the US Dollar, Past, Present, and Future

Apr 8, 2016 1:12:46

Description:

Erik interviews Raoul Pal, and they breakdown the US dollar bull market and discuss where we're headed next.

Raoul Pal: Breaking Down the US Dollar, Past, Present, and Future

Apr 8, 2016 1:12:46

Description:

Erik interviews Raoul Pal, and they breakdown the US dollar bull market and discuss where we're headed next.

Bill Fleckenstein: The Perils of Short Selling in a World Awash in Central Bank Liquidity

Apr 1, 2016 1:02:38

Description:

Erik interviews Bill Fleckenstein and they discuss the tactics involved in short selling, and the dangers of doing so in a market fueled by central bank liquidity.

Bill Fleckenstein: The Perils of Short Selling in a World Awash in Central Bank Liquidity

Apr 1, 2016 1:02:38

Description:

Erik interviews Bill Fleckenstein and they discuss the tactics involved in short selling, and the dangers of doing so in a market fueled by central bank liquidity.

Bill Fleckenstein: The Perils of Short Selling in a World Awash in Central Bank Liquidity

Apr 1, 2016 1:02:38

Description:

Erik interviews Bill Fleckenstein and they discuss the tactics involved in short selling, and the dangers of doing so in a market fueled by central bank liquidity.

RVTV: Fred Hickey

Mar 27, 2016 42:18

Description:

Real Vision Television interviews Fred Hickey on September 18th, 2015

RVTV: Fred Hickey

Mar 27, 2016 42:18

Description:

Real Vision Television interviews Fred Hickey on September 18th, 2015

RVTV: Fred Hickey

Mar 27, 2016 42:18

Description:

Real Vision Television interviews Fred Hickey on September 18th, 2015

Jack Schwager: The Journey from Market Wizards to FundSeeder.com

Mar 25, 2016 1:14:40

Description:

Erik and Jack Schwager discuss the Market Wizards project, Fundseeder.com, and how the future of capital introduction is likely to change.

Jack Schwager: The Journey from Market Wizards to FundSeeder.com

Mar 25, 2016 1:14:40

Description:

Erik and Jack Schwager discuss the Market Wizards project, Fundseeder.com, and how the future of capital introduction is likely to change.

Jack Schwager: The Journey from Market Wizards to FundSeeder.com

Mar 25, 2016 1:14:40

Description:

Erik and Jack Schwager discuss the Market Wizards project, Fundseeder.com, and how the future of capital introduction is likely to change.

Axel Merk: ECB/Fed/BOJ Policy and the Implications for Equities, Gold, the USD and More

Mar 18, 2016 1:13:10

Description:

Erik welcomes Axel Merk and the two of them discuss recent central bank statements and how we can expect them to affect financial markets.

Axel Merk: ECB/Fed/BOJ Policy and the Implications for Equities, Gold, the USD and More

Mar 18, 2016 1:13:10

Description:

Erik welcomes Axel Merk and the two of them discuss recent central bank statements and how we can expect them to affect financial markets.

Axel Merk: ECB/Fed/BOJ Policy and the Implications for Equities, Gold, the USD and More

Mar 18, 2016 1:13:10

Description:

Erik welcomes Axel Merk and the two of them discuss recent central bank statements and how we can expect them to affect financial markets.

RVTV: Albert Edwards

Mar 14, 2016 54:09

Description:

Real Vision interviews Albert Edwards on February 27th, 2015

RVTV: Albert Edwards

Mar 13, 2016 54:09

Description:

Real Vision interviews Albert Edwards on February 27th, 2015

RVTV: Albert Edwards

Mar 13, 2016 54:09

Description:

Real Vision interviews Albert Edwards on February 27th, 2015

Grant Williams: US Recession, Eroding Faith in Central Bankers, and the Economics of War

Mar 11, 2016 1:08:49

Description:

Erik welcomes Grant Williams and the two of them discuss the probability of a US recession, eroding faith in central bankers all around the world, out of control debts and their geopolitical implications, and the Real Vision Television project.

Grant Williams: US Recession, Eroding Faith in Central Bankers, and the Economics of War

Mar 11, 2016 1:08:49

Description:

Erik welcomes Grant Williams and the two of them discuss the probability of a US recession, eroding faith in central bankers all around the world, out of control debts and their geopolitical implications, and the Real Vision Television project.

Grant Williams: US Recession, Eroding Faith in Central Bankers, and the Economics of War

Mar 11, 2016 1:08:49

Description:

Erik welcomes Grant Williams and the two of them discuss the probability of a US recession, eroding faith in central bankers all around the world, out of control debts and their geopolitical implications, and the Real Vision Television project.

The Coming Bottom in Oil Prices Part II: Trading Strategies with Erik Townsend

Mar 4, 2016 57:56

Description:

Nathan Egger interviews Erik Townsend about trading strategies for the coming bottom in oil prices.

The Coming Bottom in Oil Prices Part II: Trading Strategies with Erik Townsend

Mar 4, 2016 57:56

Description:

Nathan Egger interviews Erik Townsend about trading strategies for the coming bottom in oil prices.

The Coming Bottom in Oil Prices Part II: Trading Strategies with Erik Townsend

Mar 4, 2016 57:56

Description:

Nathan Egger interviews Erik Townsend about trading strategies for the coming bottom in oil prices.

The Coming Bottom in Oil Prices Part I: Deep into Fundamentals with Art Berman

Feb 26, 2016 1:50:41

Description:

The crude oil backstory and the current oversupply, the likelihood of a coming production cut from OPEC, Middle Eastern politics and how they will affect future oil prices, EIA/IEA and other government agency statistics - Are they reliable? Oil storage considerations and the importance of Cushing, OK - How close are we to capacity? The Baker Hughes Rig Count - Does it matter? Iran and their ongoing production increase, the desperation of US shale patch operators and their associated junk bonds - What is the chance of default? Decline rates for US shale producers Libya’s potential to affect this market - Is ISIS standing in the way? Identifying a bottom in the oil market and a whole lot more…

The Coming Bottom in Oil Prices Part I: Deep into Fundamentals with Art Berman

Feb 26, 2016 1:50:41

Description:

The crude oil backstory and the current oversupply, the likelihood of a coming production cut from OPEC, Middle Eastern politics and how they will affect future oil prices, EIA/IEA and other government agency statistics - Are they reliable? Oil storage considerations and the importance of Cushing, OK - How close are we to capacity? The Baker Hughes Rig Count - Does it matter? Iran and their ongoing production increase, the desperation of US shale patch operators and their associated junk bonds - What is the chance of default? Decline rates for US shale producers Libya’s potential to affect this market - Is ISIS standing in the way? Identifying a bottom in the oil market and a whole lot more…

The Coming Bottom in Oil Prices Part I: Deep into Fundamentals with Art Berman

Feb 26, 2016 1:50:41

Description:

The crude oil backstory and the current oversupply, the likelihood of a coming production cut from OPEC, Middle Eastern politics and how they will affect future oil prices, EIA/IEA and other government agency statistics - Are they reliable? Oil storage considerations and the importance of Cushing, OK - How close are we to capacity? The Baker Hughes Rig Count - Does it matter? Iran and their ongoing production increase, the desperation of US shale patch operators and their associated junk bonds - What is the chance of default? Decline rates for US shale producers Libya’s potential to affect this market - Is ISIS standing in the way? Identifying a bottom in the oil market and a whole lot more…

An Interview with the One and Only Dr. Marc Faber

Feb 19, 2016 1:06:54

Description:

Erik and Marc discuss; how The Fed, Treasury, and U.S. Government are one and the same - Neo-Keynesian Interventionists, negative interest rates, and the possibility of seeing them in The U.S. "The War on Cash" and other trends driving insecurity and leading to increased rates of saving, "Helicopter Money" and other Fed options for direct stimulus to spenders, the political forces driving huge foreign investment in Indochina, the contrast between the great Asian success stories, and the failures of other emerging markets, India, its potential, particularly for stock pickers, and the problems it faces, "China Beach," Vietnamese real estate, and the difficulties of investing in many Asian nations, the inevitable deflating of the "Chinese credit bubble", Kyle Bass' outsized bet against the Yuan, precious metals, gold mining stocks, and much, much more...

An Interview with the One and Only Dr. Marc Faber

Feb 19, 2016 1:06:54

Description:

Erik and Marc discuss; how The Fed, Treasury, and U.S. Government are one and the same - Neo-Keynesian Interventionists, negative interest rates, and the possibility of seeing them in The U.S. "The War on Cash" and other trends driving insecurity and leading to increased rates of saving, "Helicopter Money" and other Fed options for direct stimulus to spenders, the political forces driving huge foreign investment in Indochina, the contrast between the great Asian success stories, and the failures of other emerging markets, India, its potential, particularly for stock pickers, and the problems it faces, "China Beach," Vietnamese real estate, and the difficulties of investing in many Asian nations, the inevitable deflating of the "Chinese credit bubble", Kyle Bass' outsized bet against the Yuan, precious metals, gold mining stocks, and much, much more...