All-Stars #69 Louis-Vincent Gave: Rangebound Markets
All-Star Louis-Vincent gave returns for a detailed look at markets and an update on the developing situation in Hong Kong Link: http://bit.ly/2MynZ7S
11 Okt 201921min
MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. They discuss the economic and liquidity leading indicators, the implications of US-China trade war on the markets, translating econo...
10 Okt 20191h 18min
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
All-Star Danielle DiMartino-Booth is back to take a deeper look at last week’s Jobs report an share her analysis of what it means. Also free issue of Daily Feather newsletter. Link:http://bit.ly/2M0M...
9 Okt 201920min
All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios
All-Star Jeff Snider responds to listeners who have questioned how Jeff can say there’s a treasury shortage when bid-to-cover ratios are declining in treasury auctions. Link: http://bit.ly/2Vmfd0L
8 Okt 201927min
All-Stars #66 Juliette Declercq: Break or Bounce time is here!
All-Star Juliette Declercq says it’s time for the global economy to either break or bounce. Hear Juliette explain in detail in this episode. Link: http://bit.ly/31W7B7p
7 Okt 201917min
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impac...
3 Okt 20191h 14min
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”. Link: http://bit.ly/2mUbElv
2 Okt 201924min
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
All-star Brent Johnson says that even if Juliette Declercq is proven right and the Fed launches QE4, the reversal in the Dollar’s rise would only be temporary. Stocks higher, gold pullback. Link: htt...
30 Sep 201922min
