Macro Voices

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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Avsnitt(300)

All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models

All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models

All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential. Link: http://bit.ly/2Nn3e0e

13 Jan 202029min

MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming...

9 Jan 20201h 33min

All-Stars #87 Brent Johnson: USD, Stocks, Gold & More

All-Stars #87 Brent Johnson: USD, Stocks, Gold & More

All-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price levels. Link: http://bit.ly/2Fn94tW

6 Jan 202015min

MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications

MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications

Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequenc...

31 Dec 20191h 20min

All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us

All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us

All-Star Luke Gromen says the repo crisis was the Fed’s “Whatever it takes moment”, and balance sheet expansion is the name of the game for the foreseeable future Link:http://bit.ly/2ZrQNVt

25 Dec 201923min

MacroVoices #199 Art Berman: Crude Oil Special

MacroVoices #199 Art Berman: Crude Oil Special

Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more.   Link:...

24 Dec 20191h 19min

All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook

All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook

All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system Link: http://bit.ly/2Mn3DPr

23 Dec 201919min

MacroVoices #198 Jim Bianco: Deep dive into fixed income

MacroVoices #198 Jim Bianco: Deep dive into fixed income

Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the hor...

20 Dec 20191h 25min

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