Welcome to Macro Voices

Erik Townsend welcomes Dr. Marc Faber to MacroVoices. Erik and Marc discuss:

• The Fed, Treasury, and U.S. Government are one and the same - Neo-Keynesian Interventionists
• Negative interest rates, and the possibility of seeing them in The U.S.
• "The War on Cash" and other trends driving insecurity and leading to increased rates of saving
• "Helicopter Money" and other Fed options for direct stimulus to spenders
• The political forces driving huge foreign investment in Indochina
• The contrast between the great Asian success stories, and the failures of other emerging markets
• India, its potential, particularly for stock pickers, and the problems it faces
• "China Beach," Vietnamese real estate, and the difficulties of investing in many Asian nations
• The inevitable deflating of the "Chinese credit bubble"
• Kyle Bass' outsized bet against the Yuan
• Precious metals, gold mining stocks, and much, much more

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Erik Townsend welcomes legendary investor Jim Rogers as MacroVoices’ first feature interview. Erik and Jim discuss:

• China both long and short-term
• Falling currencies around the world
• The coming market turmoil and its tactical bullish implications for the U.S. dollar, even in the face of longer-term bearish forces that will also affect the dollar
• U.S. monetary policy and the failure of Quantitative Easing
• Weakness in the banking sector despite massive injections of liquidity
• The 35-year bond bull market and its eventual end
• Current trouble in high-yield credit (junk bonds)
• Whether the recent breakout in gold prices is sustainable or a parabolic surge that could lead to a blow-off to
• U.S. debt levels, and their consequences and market implications
• Implications of the upcoming U.S. Presidential election on markets
• Sovereign debt crises
• De-dollarization and much more.

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