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 #31 Julian Brigden: Crypto, Gold and the Dollar

All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar

All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C

12 Jul 201913min

MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs

MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs

Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss the theories on the length of this market cycle, outlook on the dollar and bond yields, and the unwind of ...

11 Jul 20191h 28min

Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman

Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman

Energy Week episode #10: What’s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation. Link: http://b...

11 Jul 201947min

All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze

All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze

All-Star Luke Gromen tells Erik Townsend he understands and agrees with the “global dollar squeeze” argument, but it doesn’t deter him from being bullish Gold, Bitcoin, and risk assets generally. Link...

10 Jul 201915min

All-Stars #29 Brent Johnson: Still not chasing Gold at these levels

All-Stars #29 Brent Johnson: Still not chasing Gold at these levels

All-Star Brent Johnson tells Erik Townsend he's not chasing gold at these prices, and his conviction that the USD is headed much higher has never been stronger. Brent also thinks SPX 4000 is possible ...

9 Jul 201925min

All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt

All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt

All-star Louis-Vincent Gave tells Erik Townsend that $13.5tn of negative-yielding sovereign debt around the world is a sign the global economy is in serious trouble. U.S. Stocks may be at all-time hig...

8 Jul 201919min

All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security

All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security

Today's All-Star Dr.Pippa Malmgren says why privacy will be the governance issue of our time. Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/617-all-stars-27-pi...

5 Jul 201925min

MacroVoices #174 John Netto: Gold will hit $1500 this month

MacroVoices #174 John Netto: Gold will hit $1500 this month

Erik Townsend and Patrick Ceresna welcome John Netto to MacroVoices. Erik and John discuss what’s driving this market, where is gold heading next and how to apply sentiment indicators to investing str...

4 Jul 20191h 15min

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