macroeconomics

  • Holiday Special RVTV Encore: Paul J. Isaac

    An interview which was originally published on August 2, 2016, between Grant Williams of Real Vision and Paul J. Isaac, CEO and Founder of Arbiter Partners Capital Management.

  • Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team

    This special interview with Dr. Harald Malmgren and Dr. Pippa Malmgren was a real treat to record! The father/daughter team disagrees on many present economic issues, and we get a glimpse into growing up Malmgren. Link: http://bit.ly/2Zw96Iv

  • Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview

    Honte Investments’ hedge fund manager Alex Gurevich was so intrigued by Erik’s interview with Grant Williams that he wanted to add a few thoughts of his own…. Link: http://bit.ly/2kuLbtG

  • Hugh Hendry: USD Breakout, Post-Brexit Europe, Benign on Japan, Equity Outlook, & More

    Erik Townsend and Aaron Chan welcome Hugh Hendry to MacroVoices. Erik and Hugh discuss USD breakout and binary consideration of US economy's condition in a strong-dollar environment, Brexit contagion and likelihood of strong vs. weaker countries disbanding from the EU, the "time stop-loss" and when it's appropriate to pivot theses, global transfer from creditors to debtors via the machinations of QE, Hugh's response to Kyle Bass' China devaluation thesis, maintaining intellectual honesty in the face of professional ramifications, and much more.

  • Inside the Investment Committee: The 2016 big short in fixed income

    The inaugural episode of MacroVoices INSIDE THE INVESTMENT COMMITTEE featuring Julian Brigden, Juliette Declercq and Alex Gurevich takes you inside the process professional fund managers and their advisers use to source and vet macro trading strategies.

  • Jack Schwager: The Journey from Market Wizards to FundSeeder.com

    JSchwager Photo Barcelona FINALErik Townsend welcomes Jack Schwager to MacroVoices. Erik and Jack discuss:

    • The history of the Market Wizards project
    • The importance of finding your "own process" in achieving success in trading
    • Discipline, risk management, organization, perseverance 
    • The range of possible successful approaches an investor or trader can take
    • Early failure not necessarily being predicitive of future success/failure, learning from mistakes
    • Mr. Schwager's own experience interviewing traders who have been widely influenced by his early books
    • The genesis and mission of FundSeeder.com
    • Finding new ways of linking capital with talented traders and changing the business of capital introduction
    • The technologies that could ultimately provide disruptions in the capital allocation space
    • Assisting an amateur trader in making the leap to full-time professional, and more...

     

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  • Jack Schwager: The Journey from Market Wizards to FundSeeder.com

    Erik and Jack Schwager discuss the Market Wizards project, Fundseeder.com, and how the future of capital introduction is likely to change.

  • Jared Dillian: The week short vol imploded

    Erik Townsend welcomes Jared Dillian to MacroVoices. Erik and Jared discuss the drivers of this stock market drop and ask if higher volatility here to stay? The further discuss if this is the beginning of a sustained unwinding of the short vol trade and where are the markets heading from here. They further discuss bonds, interest rates, the US dollar and gold.

  • Jeff Snider: Eurodollar System Overview

    Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss the history of Eurodollar, Eurodollar as global reserve currency, and how the global economy and the global financial system depend on the Eurodollar system. They also discuss the breakdown of Eurodollar system, the Great Global Monetary Crisis and the effect the Eurodollar squeeze has on the global system.

  • Jeff Snider: U.S. Treasury Yield Curve Deep Dive

    Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeff discuss what the current yield curve is telling us? They touch on the changes from an era of fed funds rate targeting and reflect on the 2006-2009 period for interest rates and the reflation trends in the post “Great Financial Crisis”. Jeff continues to deconstruct rates, the negative term premiums and the markets inflation expectations. They conclude looking at central bank failure and why this flat curve is bad.

  • Jeffrey Christian: Around the world in 50 minutes

    J ChristianErik Townsend welcomes Jeffrey Christian to MacroVoices. Erik and Jeffrey discuss:

    • The advantages held by the US over other economies
    • The reasons for the recent USD strength and where it is headed next
    • The market reaction to the most recent round of hawkishness from the Fed
    • The Gold market internals which have supported its price in 2016, and the possibility of a pullback
    • The relevance of the Commitments of Traders report in the Gold market
    • What institutional positioning in precious metals tells us about liquidity flows
    • Platinum, Palladium, their extraction methods and uses, their relationship to each other and other PMs
    • Where we are currently in the broader commodities cycle
    • The problems facing China, Japan, and Europe
    • Economic, social, and political issues in Russia
    • Possibilities for Gold and non-USD currencies playing a bigger role in central bank reserves, and more...

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  • Jeffrey Christian: Around the world in 50 minutes

    Erik and Jeff literally circle the globe bringing macroeconomic insight for each stop along the way.

  • Jeffrey Christian: Gold on course for new all-time highs by 2020

    Erik Townsend welcomes Jeffrey Christian back to MacroVoices. Erik and Jeffrey discuss the outlook on the US dollar, gold, silver and global de-dollarization. They further discuss considerations on new crude oil contract with settlement in yuan, backed by gold and the next Fed Chairman. Later in the interview, they discuss ECB policy considerations, decentralization trends in Europe, Russia and China

  • Jeffrey Christian: Investment demand for precious metals is bottoming

    Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. Jeffrey is the Managing Director and Founder of CPM Group. Erik and Jeffrey discuss the recent moves in gold and look at the forecast for 2019 and beyond. They further discuss why investment demand has dropped and more importantly, is it turning? The touch on silver and give perspective on the gold:silver ratio. Finally, they discuss the intermarket relationships of gold to other assets and give an update on the platinum and palladium markets. Stay tuned for the post-game where geologist Art Berman joins us to discuss the recent drop in crude oil prices.

  • Jeffrey Christian: Precious Metals, Macro Drivers, and More

    Erik Townsend and Aaron Chan welcome Jeffrey Christian to MacroVoices. Erik and Jeffrey discuss U.S. Dollar predictions and the range-bound outlook, Brexit contagion and potential impacts on gold and silver, rejecting old mental models with unprecedentedly low real and nominal interest rates, degradation of global political cooperation, Trump vs. Clinton implications for global markets and precious metals, and much more.

  • Jeffrey Christian: Secular BUY call on Gold

    Erik Townsend welcomes Jeffrey Christian back to MacroVoices. Erik and Jeffrey discuss the outlook on the US dollar, Jeff’s secular bullish call on gold and silver and the current demand for physical gold. Jeff further discusses the fundamentals for the platinum, palladium and lithium markets. Further, they wrap things up with Jeff’s macro outlook on the economy, the European Union and outlook for China and Russia.

  • Jeffrey Snider: All Signs Point to Global Systemic Reset

    Erik Townsend and Aaron Chan welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss rich equity valuations despite an on-going earnings recession, the mainstream misconception and myth that the Fed provides liquidity, Milton Friedman's Interest Rate Fallacy and how long-run low interest rates demonstrate tightness of money supply, wholesale eurodollar system not tracking with prior exponential growth and demonstrating permanent monetary disruption, and much more.

  • Jeffrey Snider: Dollar bulls don’t understand why they are right

    Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at Eurodollars and the Eurodollar shortage. They discuss the real drivers of the US Dollar bull market and the flaws in the reflation trade narrative. The discuss the connection between Eurodollars and gold and the impact of QE on Eurodollar system.

  • Jeffrey Snider: Eurodollar University Part 1

    Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at the evolution of Eurodollars. They explore what exactly are Eurodollars and where do they come from? They look at money as interbank liabilities and the transformation of banking into a wholesale model.

  • Jeffrey Snider: Eurodollar University Part 1

    Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at the evolution of Eurodollars. They explore what exactly are Eurodollars and where do they come from? They look at money as interbank liabilities and the transformation of banking into a wholesale model.

MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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