MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, w...
25 Elo 20221h 4min
MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand...
18 Elo 20221h 11min
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s com...
11 Elo 20221h 25min
MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis ...
4 Elo 20221h 20min
MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, ...
28 Heinä 20221h 43min
MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resil...
21 Heinä 20221h 40min
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physi...
14 Heinä 20221h 25min
MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a...
7 Heinä 20221h 29min
