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  • 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.

  • Jesse Felder: The Party is Ending for Stock Bulls

    Erik Townsend welcomes Jesse Felder to MacroVoices. Erik and Jesse discuss the technicals on the markets, DeMark indicators and the potential turning points in the exhausted trends. They further discuss the VIX short positioning and debate if we are in a secular turn in share buybacks?

  • Julian Brigden: Where we stand in the US Dollar Story

    Erik Townsend and Julian Brigden of Macro Intelligence 2 Partners discuss the Dollar from a multitude of angles, as well as emerging markets, precious metals, equities and global bond markets.

  • Julian Brigden: Where we stand in the US Dollar Story

     

    julian brigden headshotErik Townsend welcomes Julian Brigden to MacroVoices. Erik and Julian discuss:

    • The difference between the DXY and the trade weighted broad Dollar index
    • The effect of emerging market fluctuations on the broad Dollar
    • Dollar pause or Dollar reversal?
    • The return of cyclical inflation in the US
    • Chinese capital outflows and the effect on real estate markets
    • How the Dollar story will affect precious metals
    • Emerging market equites
    • A lack of real cooperation between central banks
    • Global sovereign debt markets and what they are signaling about inflation
    • How a perfect storm of Dollar strength and a return of inflation will take away the central bank "put"
    • ...and bunches upon bunches more...

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  • Luke Gromen: Secular Dollar Bear goes Tactically Dollar Bullish

    Erik Townsend and Patrick Ceresna welcome back Luke Gromen to MacroVoices. Erik and Luke discuss the outlook on the U.S. dollar, funding the U.S. deficits and the U.S. “Impossible Trilemma”. They further discuss Luke’s perspective of the Fed taking the “Shoot the Hostage” stance on the markets and particularly the influence on the emerging markets. They discuss China accelerating global de-dollarization and the U.S. weaponizing the USD and oil against Russia and Iran.

  • Luke Gromen: The “Dollar End Game” has already begun!

    Erik Townsend and Patrick Ceresna welcome back Luke Gromen to MacroVoices. Erik and Luke discuss the underlying motives & timing of the dollar and the particulars of oil, Petrodollar, and global Treasury Holdings. They elaborate on the drivers behind the strong dollar and timing of the dollar endgame. We welcome Brent Johnson to the post game show to discuss the different alternatives to how the dollar end game scenarios play out.

  • Luke Gromen: The biggest mean reversion in 50+ years is underway!

    Erik Townsend welcomes Luke Gromen to MacroVoices. Erik and Luke discuss his bearish perspectives on the US Dollars and why budget deficits matter. The discuss the new yuan oil contract and how it is changing global landscape and impacting the global Eurodollar system. The further discuss the gold/oil ratio, new rounds of QE, inflation and the starting of the economic endgame?

  • 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.

  • Marin Katusa: Oil, Steel & Diamonds on the Natural Resources Radar

    Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss uranium producers and the recent drop in oil prices. They then go on to discuss the opportunities in the steel and diamond industries. They finally wrap things up with a broader look at resource investing and what it takes to be a successful resource investor.

  • Mark Cudmore: Around the World of Macro

    Erik Townsend welcomes Bloomberg’s Mark Cudmore to MacroVoices. Erik and Mark discuss the outlook for the US dollar, rate differentials and the impact of the Yuan oil contract. They further discuss bonds, inflation and stagnation. They move on to commodities, equities, China and Europe.

  • Mark Yusko: Short Dollar, Long Deutsche Bank, China eCommerce, Oil, and More

    Erik Townsend and Aaron Chan welcome Mark Yusko to MacroVoices. Erik and Mark discuss bearish outlook for and reserve status deterioration of U.S. dollar, the "Everything Bubble" and similarities to 2000, misplaced comparisons between Deutsche Bank and Lehman Brothers, exciting trends and generational opportunities in China retail and eCommerce, dangerous paradigm of buying stocks for yield and bonds for capital appreciation, and much more.

  • Nomi Prins: Central Bank Collusion; Pat Hemsworth: Crude Oil Update

    Erik Townsend and Patrick Ceresna welcome Nomi Prins to MacroVoices. Erik and Nomi discuss central bank collusion to prop up asset prices. They further look into why QE never led to runaway inflation and why there has been no consequences over the last 10 years. For the second interview Erik welcomes Pat Hemsworth to the show to discuss everything oil.

  • Raoul Pal: Breaking Down the US Dollar, Past, Present, and Future

    Erik interviews Raoul Pal, and they breakdown the US dollar bull market and discuss where we're headed next.

  • Raoul Pal: Breaking Down the US Dollar; Past, Present, and Future

    Raoul PalErik Townsend welcomes Raoul Pal to MacroVoices. Erik and Raoul discuss:

    • The US Dollar backstory and how central bank policy divergence got us here
    • US government bonds and the potential for interest rates to move much lower
    • Weak growth in the US and a business cycle that is appearing to roll over
    • The risks of loaning money to insolvent governments in the form of sovereign bonds
    • Changing our operating framework to better understand a changing global macro picture
    • Gold and real estate becoming hedges to the currency risk involved with negative interest rates
    • Gold's ability to rally in the face of potential further Dollar strength
    • The European banking system and "CoCo Bonds"
    • The ban on cash and the real reasons the powers that be are moving in this direction
    • "The Big Uglies" and what could trigger an economic recession
    • Which forms further monetary or fiscal stimulus could take, and more...

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  • Raoul Pal: Inauguration Eve Macro Update

    Erik Townsend interviews Raoul Pal on MacroVoices. The interview with Raoul starts with asking if Trump can reverse the trend of a strong dollar. They look at the bond markets and ask if the secular bull market is over. Later in the interview, Erik and Raoul discuss the overcrowded VIX contango trade, the big opportunities for 2017 and the short-term outlook for gold, oil and junk bonds.

  • Richard Duncan: What the history of monetary policy tells us about our future

    Duncan headshotErik Townsend welcomes Richard Duncan to MacroVoices. Erik and Richard discuss:

    • The events in world world history which have led to increased government spending and record debt
    • The catalysts that made everything "pop" in 2008
    • How QE works, who benefits from it, and how likely it is to persist
    • The results of having a government directed economic system for over 76 years
    • Unique conditions which allowed extraordinary policy from the Fed, and how the US could capitalize on them
    • The looming threat of war increasing due to a "need" for increased government spending
    • The alternative forms of government spending we could see in lieu of war
    • The possibility, and likely futility of "helicopter money"
    • Why we won't see the end of the USD's role as world reserve currency anytime soon
    • And fistfuls of more good stuff...

     

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  • Richard Duncan: What the history of monetary policy tells us about our future

    Richard and Erik discuss the history of monetary policy, and what it suggests to us about the direction the global economy is headed.

  • Rick Rule: Deep dive into pre-revenue resource investing process & due diligence

    Erik Townsend interviews Rick Rule from Sprott Global. The interview with Rick starts with the outlook for the precious metals markets in 2017. Erik then proceeds to discuss the due diligence in making private placements in the gold and silver mining companies. Hear Rick’s insights on evaluating intellectual and physical properties and the common characteristics of successful and failed properties. Rick further puts into perspective how much time and capital is needed to invest into early stage startups.

  • RVTV Encore: Albert Edwards

    RealVision TV red 01Real Vision interviews Albert Edwards on February 27th, 2015

     

     

     

     

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  • RVTV Encore: Fred Hickey

    RealVision TV red 01Real Vision interviews Fred Hickey on September 18th, 2015

     

     

     

     

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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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