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 #26 Juliette Declercq: Should lawyers be in charge of Central Banks?

All-Stars #26 Juliette Declercq: Should lawyers be in charge of Central Banks?

After Juliette Declercq stirred up some commotion with her tweet asking whether it makes sense for lawyers to be in charge of the 2 main central banks, we wanted the full story…

4 Juli 201911min

Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. Panel Hansen/Cook

Energy Week #9: OPEC+, G20, And a Deep Dive on Forward Curves. Panel Hansen/Cook

This week's panel includes Ole Hansen and Chris Cook. Topics include G20, OPEC+, market reaction to both, and Chris takes a deep dive on forward curves.

4 Juli 20191h 1min

All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown

All-Stars #25 Danielle DiMartino-Booth: The U.S. is not immune to the global economic slowdown

All-Star Danielle DiMartino Booth tells host Erik Townsend that the U.S. is anything but immune to the global economic recession that is now beginning. Also Fed vs. Trump and why it's important to hav...

3 Juli 201914min

All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!

All-Stars #24 Prof. Steve Keen: Credit MATTERS to Aggregate Demand!

All-Star Professor Steve Keen debunks mainstream economists failure to consider Credit as a determinant of aggregate demand

2 Juli 201915min

All-Stars #23 Jeff Snider: Rate cuts are coming!

All-Stars #23 Jeff Snider: Rate cuts are coming!

All-Star Jeff Snider says interest rates are coming, but he thinks the actual reasons differ from market perceptions. Hear Jeff explain the clues interest rate swaps and offshore repo transactions pro...

1 Juli 201917min

All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up

All-Stars #22 Luke Gromen: We’re in the early innings of Dollar down, Gold & Bitcoin up

All-Star Luke Gromen says the long gold, long bitcoin, short U.S. Dollar trade is just getting started.

28 Juni 201916min

MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!

MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!

Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss his outlook on uranium, perspective on shale oil over the next decade, and how to play the energy sector.

27 Juni 20191h 45min

Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji

Energy Week #8: Massive inventory drawdown, PES Fire, OPEC+, G20. Panel Shuchart/Berman/Alhajji

This week's Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics: Massive EIA inventory drawdowns, lower Brent+WTI open interest, PES Fire, OPEC+ G20 & More.

27 Juni 201957min

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