Macro Voices
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

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Jaksot(300)

MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy

MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy

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

21 Marras 20191h 14min

All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective

All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective

All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook Link: http://bit.ly/2O3C7Yt

20 Marras 201920min

All-Stars #78 Jeff Snider : Market complacency is misplaced!

All-Stars #78 Jeff Snider : Market complacency is misplaced!

All-Star Jeff Snider says markets are breathing a sigh of relief that the recession scare is over, but this complacency is misplaced! Link: http://bit.ly/32ZfU29

18 Marras 201927min

MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over

MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over

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

14 Marras 20191h 17min

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

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

All-Star Luke Gromen returns with an update on monetary policy and market outlook. Link: http://bit.ly/2qSMRje

13 Marras 201915min

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

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

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

11 Marras 201917min

MacroVoices #192 Keith McCullough : Inflation Accelerating

MacroVoices #192 Keith McCullough : Inflation Accelerating

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 so...

7 Marras 20191h 32min

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

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

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/...

4 Marras 201932min

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