Welcome to Macro Voices

Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss:

• How the investment landscape has evolved?
• Marginal rates of change in growth and inflation
• Why are deflationary pressures on the horizon? 
• Global economic landscape
• Staying ahead of the curve with the study of rates of change
• U.S. real GDP and CPI forecasts
• Key macro themes into the year-end
• Closer look at the underlying drivers going into 2019
• Are companies likely to experience a margin squeeze
• Trouble for China in 2019

TD/TMX Options Education Day - Free to attend - November 21, 2018

BONUS: Beyond Blockchain, The Death of the Dollar and the Rise of Digital Currency - Chapter 1 Preview

by Erik Townsend

The cryptocurrency trend of the past few years has continued to grow despite widespread predictions that it would just be a flash in the pan. Blockchain is suddenly everyone's favorite buzzword. But what if there's more to this story than meets the eye? What if Digital Currency is about to change the world in ways beyond our imagination? And what if geopolitical forces our politicians don't even understand have already inspired China and Russia to use Digital Currency to attack the U.S. Dollar's dominance over the global financial system?

Erik covers these subjects and more in his recently published book.Listen to a preview of Chapter 1 here.

For more information and to order the paperback, Kindle, or audiobook Click Here

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Erik Townsend and Patrick Ceresna welcome Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

• Opportunities on drone technology
• The leaders in unmanned aerial vehicles
• Data privacy in the firmware
• Drones and risks in being used for terrorism
• Leadership and the new paradigms
• Speed of technological change and government
• Situational awareness

MacroVoices LIVE - VANCOUVER 2019 - Early Bird Special Available Now

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SPECIAL POST GAME GUEST- Marin Katusa - Katusa Research 

• Is the gold breakout for real?
• Update on Mohammed bin Salman and Saudi Arabia

Information about the Silver & Gold Summit in San Francisco October 28-29, 2018 - 30%off promo code: MACRO

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Erik Townsend and Patrick Ceresna welcome Prof Steve Hanke to MacroVoices. Erik and Steve discuss:

• Drivers of the recessions over the last 30 years
• Perspectives on Lehman Brothers failure
• M4 Money Supply as the broadest measure
• Dangers in quantitative tightening
• Commercial banks drive money supply
• Stabilizing the U.S. Dollar Euro rate
• Understanding past hyperinflation
• Perspective on Venezuela's hyperinflation 

Information about the Silver & Gold Summit in San Francisco October 28-29, 2018 - 30%off promo code: MACRO

Chart Book for this week's episode

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SPECIAL POST GAME GUEST- CHARLIE MCELLIGOTT - UPDATE ON THE EQUITY MARKETS

Discussing the market selloff and the drivers for the next move in the S&P500 .  

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SPECIAL POST GAME GUEST- Julian Brigden: Update on the Breakout on Yields

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Erik Townsend and Patrick Ceresna welcome Keith Dicker to MacroVoices. Erik and Keith discuss:

• Understanding the government bond bubble
• Can equities rally during a bond route?
• Rethinking bonds and portfolio allocations
• Artificially suppressed interest rates
• Has the bear market in bonds started?
• Growth in the sovereign debt markets
• Impact of higher rates on governments
• Outlook on equities and the gold

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Information about the Silver & Gold Summit in San Francisco October 28-29, 2018 - 30%off promo code: MACRO

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Erik Townsend and Patrick Ceresna welcome Art Berman back to MacroVoices. Erik and Art discuss:

• Comparative inventory on oil
• Inventory correlation to price
• Price cycles and the oil-price yield curve
• Impact of U.S. exporting oil
• Trends in tight oil rig counts
• Managed money unwinding net long positions
• Distillate and gasoline inventories
• Why is backwardation collapsing on WTI
• Sensitivities to supply concerns
• Discrepancies between IEA and OPEC forecasts
• Where are oil prices going in 2019?

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Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss:

• Curve steepener as a recession signal
• Dollar, real rates and inflation expectations impact on S&P500
• Gauging tighter financial conditions
• Chinese credit/financing impulse
• Late cycle behavior from autos and homebuilders
• Fearing the inversion or the steepener on the yield curve?
• Nabe wage surveys, unemployment and recessions
• Hedge fund underperformance and the performance chase

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Erik Townsend and Patrick Ceresna welcome Marin Katusa back to MacroVoices. Erik and Marin discuss:

• Why uranium and why now?
• Political and geopolitical considerations
• Understanding the royalty and streaming business
• Uranium royalties
• Private placements in a streaming model
• Understanding warrants on resource companies
• Focusing on companies that are acquisition targets

Information about Marin Katusa's Premium Research 

MacroVoices LIVE Toronto 2018 - Trailer for Video Access

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