All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook
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/2y7edT...
23 Jul 201922min
All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up
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 ba...
22 Jul 201920min
All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut
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 g...
19 Jul 201919min
MacroVoices #176 Jim Rickards on his new book, Aftermath
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 ...
18 Jul 20191h 18min
Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle
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...
18 Jul 201955min
All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted
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
16 Jul 201926min
All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER
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 Eu...
15 Jul 201931min
Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq
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 trad...
12 Jul 201945min
