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episodes
- Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interviewHonte 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/2kuLbtG25 min
- MacroVoices #185 David Rosenberg: Global Economy Still DeterioratingErik 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/2kU8sp41 hr 6 min
- Energy Week #16: Abqaiq Processing Facility Attacks and their consequencesThis 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/2lWlqmm56 min
- All-Stars #59 Julian Brigden: Can the Fed still save us from recession?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/2kntsUS16 min
- All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes nextAll-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/2mfWoi533 min
- All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growthAll-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/2mdWGGd19 min
- MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial SystemWhen 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/2lMOzAv53 min
- MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage DemystifiedErik 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/2lOWHQP1 hr 34 min
- All-Stars #56 Dr. Anas Alhajji: Oil Market Update (in lieu of ENERGY WEEK)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/2kF32hq28 min
- All-Stars #55 Danielle DiMartino-Booth: Jay Powell’s exuberance over U.S. economy is unfounded!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/2lLXNgb20 min