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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Episoder(300)

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

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

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’...

27 Sep 201911min

MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk

MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk

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 poli...

26 Sep 20191h 11min

Energy Week #17: In the aftermath of Abqaiq

Energy Week #17: In the aftermath of Abqaiq

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://b...

26 Sep 20191h 4min

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

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

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 Lin...

25 Sep 201913min

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

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

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

24 Sep 201922min

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

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

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

23 Sep 201935min

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

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

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

20 Sep 201924min

MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating

MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating

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...

19 Sep 20191h 5min

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