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)

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

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

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 Wa...

19 Sep 201955min

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

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

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

18 Sep 201915min

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

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

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

17 Sep 201932min

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

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

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

16 Sep 201918min

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

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

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

16 Sep 201918min

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

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

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...

13 Sep 201952min

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

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

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 change...

12 Sep 20191h 33min

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

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

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.l...

11 Sep 201927min

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