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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
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2019-09-20 |
MacroVoices |
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Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. They discuss the latest FOMC statement, recent dislocation in value & growth, outlook on the bond market and more.
Link: http://bit.ly/2kU8sp4
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2019-09-19 |
MacroVoices |
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This episode focuses entirely on #Abqaiq attacks and their knock-on consequences and effects. Anas Alhajji is boots-on-the-ground, reporting from Riyadh Saudi Arabia and Joe McMonigle joins us from Washington, DC.
Link: http://bit.ly/2lWlqmm
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2019-09-18 |
MacroVoices |
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MI2 Partners founder Julian Brigden is back with an update on recession outlook, fixed income, and the geopolitical events of last weekend.
Link: http://bit.ly/2kntsUS
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2019-09-18 |
MacroVoices |
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All-Star Dr. Pippa Malmgren is back with a fantastic geopolitics interview focusing on the #Abqaiq (Saudi) drone attacks. Don’t miss this one, gang!
Link: http://bit.ly/2mfWoi5
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2019-09-17 |
MacroVoices |
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All-Star Louis-Vincent Gave explains last Monday’s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more.
Link: http://bit.ly/2mdWGGd
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2019-09-16 |
MacroVoices |
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When private investor Bob Coleman set out to find a place to store his own precious metals OUTSIDE the financial system, he found all the vaulting services had conflicts of interest, so he started his own!
Link: http://bit.ly/2lMOzAv
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2019-09-13 |
MacroVoices |
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Erik Townsend and Patrick Ceresna welcome Jeff Snider and Luke Gromen to MacroVoices. They discuss the impact of changing Eurodollar markets, the global dollar liquidity shortage and the future changes in global reserve currencies and more.
Link: http://bit.ly/2lOWHQP
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2019-09-12 |
MacroVoices |
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Due to panelist travel schedules we were unable to bring you Energy Week this week. This oil market update from Dr. Anas Alhajji will substitute for this week’s ENERGY WEEK podcast.
Link: http://bit.ly/2kF32hq
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2019-09-11 |
MacroVoices |
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All-Star Danielle DiMartino-Booth says Jay Powell’s Zurich speech doesn’t jibe with economic reality. Also Carney’s Jackson Hole pitch and more.
Link: http://bit.ly/2lLXNgb
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2019-09-11 |
MacroVoices |
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All-Star Prof. Steve Keen is back for an update on China’s move over this past weekend to lower their required reserve ratio (RRR) and what it means.
Link: http://bit.ly/2lMpBRu
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2019-09-10 |
MacroVoices |
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All-Star Juliette Declercq weighs in on what to expect from the ECB this Thursday, as well as her own prescriptions for monetary policy.
Link: http://bit.ly/2kAtLfb
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2019-09-09 |
MacroVoices |
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In the inaugural episode of MacroVoices Spotlight, Niels Kaastrup-Larsen explains why Trend Following has been the most successful long-term algorithmic trading strategy.
Link: http://bit.ly/2lZOFEM
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2019-09-06 |
MacroVoices |
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Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss global negative yielding debt, outlook on Gold and what effect recession will have on the US stock market & more.
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2019-09-05 |
MacroVoices |
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All-Star Brent Johnson says the U.S. Dollar breakout is set to continue higher. Brent still expects a pullback in gold, but sees it moving higher long-term.
Link: http://bit.ly/2jZsUV0
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2019-09-04 |
MacroVoices |
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All-Star Luke Gromen explains why the Fed will soon be forced to monetize U.S. government deficits, and why that has to spell serious trouble for the USD.
Link: http://bit.ly/2kgI1tx
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2019-09-03 |
MacroVoices |
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Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss financial repression, outlook on US dollar, Europe, the ECB and Christine Lagarde & more.
Link: http://bit.ly/2ZybGkr
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2019-08-29 |
MacroVoices |
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All-Star Prof. Steve Keen explains why central bankers often make their boldest moves on their way OUT of office and what drove Mark Carney to propose a CBDC reserve currency at Jackson Hole
Link: http://bit.ly/2Zr4oQo
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2019-08-28 |
MacroVoices |
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All-Star Jeff Snider explains why Janet Yellen is wrong to think term premia explain why the bond market is signaling deflation. Great slide deck too!
Link: http://bit.ly/2zoJVvS
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2019-08-26 |
MacroVoices |
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Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss the FOMC statement, risks of a recession in the U.S. and inflation risks moving forward, and much more.
Link: http://bit.ly/31UNp5C
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2019-08-22 |
MacroVoices |
