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TOPIC: REQUEST THREAD: Post-Guest Interview Topics

REQUEST THREAD: Post-Guest Interview Topics 3 months 3 weeks ago #1

  • ErikTownsend
    Erik Townsend
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Please post requests here for topics for Aaron and me to discuss after our featured guest interview.

We also welcome feedback on how you like this format vs. the previous one where Aaron asked me questions about the content of the guest interview.

All the best,
Erik
Last Edit: 3 months 3 weeks ago by ErikTownsend.
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REQUEST THREAD: Post-Guest Interview Topics 3 months 3 weeks ago #2

  • JohnnyMac
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I would love to hear a short discussion on Gold vs. other currencies and what signals investors can take away from this.

When I look at Gold vs the Canadian Dollar it is currently sitting at ~1746$. This is ~100$ from its all time high set in the fall of 2011 at 1842$. The story repeats itself across most other major currencies. However, when gold is discussed in the media, financial articles, news letters or podcasts it is always discussed in USD terms for obvious reasons.

I think looking at gold from the non US dollar perspective can add some value to the gold story and would love to hear more discussion on this topic.

Thanks.
Last Edit: 3 months 3 weeks ago by JohnnyMac.
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REQUEST THREAD: Post-Guest Interview Topics 3 months 1 day ago #3

  • anniem
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I would be interested in hearing about the effects of changes in initial margin requirements for derivatives and the upcoming changes to money market funds and their effects on liquidity in the markets. Your recent guests Richard Duncan and Snyder make excellent points about the importance of liquidity and credit growth and I wonder if we will not see dramatic effects of shrinking liquidity due to regulatory changes. Libor and TED spreads seem to be suggesting more to come......
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REQUEST THREAD: Post-Guest Interview Topics 2 months 3 weeks ago #4

  • Michael Gebhart
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It would be nice to know more about global equities that are impacted by oil and how their valuations will be effected by the oil decline often talked about. Russian equities in particular are vulnerable but also other places like Nigeria. Also will that be the end of Venezuela?

The Uranium sector is dirt cheap from where I stand so it would be nice to hear more information about that sector. For disclosure I own 53 shares of URA.

Thank you guys. Love your podcast.
Last Edit: 2 months 3 weeks ago by Michael Gebhart.
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REQUEST THREAD: Post-Guest Interview Topics 2 months 2 weeks ago #8

  • jimbud
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I would also like to hear a bit a more about the uranium side of things. I looked at the ETFs available, and saw that there are basically one--and it is relatively small and unloved. Would like to hear thoughts about bonds vs. stocks in this kind of situation--often the bonds of these guys are pretty beaten down, and can end up with healthy yields even if the market doesn't rebound in the near term.
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REQUEST THREAD: Post-Guest Interview Topics 2 months 3 weeks ago #5

  • vitabrevis
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Hey guys,
What about international investing and the complications of gold/oil pricing. As it effect other countries economic success and/or political stability?
Many Thanks,
Robert Cooper
Oklahoma City
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REQUEST THREAD: Post-Guest Interview Topics 2 months 3 weeks ago #6

  • debu
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Really impressed by the podcasts. Thanks to all involved.

Chris Martenson would be an interesting guest I think. A chat with him would broaden the focus of what has been considered so far from markets to the larger context of the economic system markets exist in.
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REQUEST THREAD: Post-Guest Interview Topics 2 months 2 weeks ago #7

  • Npard23
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Deutsche Bank- opinion on solvency and systemic impact of its failure and how German govt handles bailout)
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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 Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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