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episodes

  • 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.
    1 hr 19 min
  • Joe McMonigle: Crude Oil Special
    Erik Townsend welcomes Joe McMonigle to MacroVoices. Erik and Joe discuss the oil supply glut, the
    import data, oil inventories and the outlook for U.S. oil production. They further discuss the geopolitics of Venezuela and Iran and debate if the Saudi Aramco IPO going to happen?
    1 hr 22 min
  • Josh Crumb: All About Gold
    Erik Townsend welcomes Josh Crumb to MacroVoices. Erik and Josh discuss his perspectives on gold and the influences of energy and interest rates. They further discuss the outlook for currencies and cryptocurrencies including bitcoin.
    1 hr 19 min
  • Neil Howe: The really big crisis has yet to arrive!
    Erik Townsend welcomes Neil Howe to MacroVoices. Erik and Neil discuss the Fourth Turning, when it started and how long it will last. They ask if there another big global event on the horizon and what to expect for the next decade? The further explore the impact of baby boomers retiring, the Homelander generation and reflections on the book which was written over 20 years ago.
    1 hr 30 min
  • Chris Whalen: Equity markets overvalued but not ready to crash
    Erik Townsend welcomes Chris Whalen to MacroVoices. Erik and Chris discuss his views on the U.S. dollar and the overvalued equity markets. The further discuss corporate debt, interest rates, bonds and the high levels of private debt. They further discuss Chris’s books “Inflated” and “Ford Men”.
    1 hr 43 min
  • Dr. Ben Hunt: The Federal Reserve is no longer your friend!
    Erik Townsend welcomes Dr. Ben Hunt back to MacroVoices. Erik and Ben discuss the sea of change at central banks and the negative impact of Fed shrinking their balance sheet. They further discuss the -impact on the markets and the considerations on interest rate and bond trends. They later touch on the flaws of the volatility ETFs and considerations in the real estate markets.
    1 hr 11 min
  • Tian Yang: It’s not time to be short the stock market. Yet.
    Erik Townsend welcomes Tian Yang to MacroVoices. Erik and Tian discuss the US growth and credit cycles and the global liquidity conditions deteriorating sharply. They further discuss China, global equities and fixed income. They further explore the current conditions in Europe, Japan and Australia
    1 hr 14 min
  • Alex Gurevich: ZERO evidence the secular bull market in bonds is over
    Erik Townsend welcomes Alex Gurevich to MacroVoices. Erik and Alex discuss Mario Draghi and ECB, his short Swiss Franc positioning and the US Dollar outlook. They further discuss trump reflation, equity markets and his views on secular interest rates and inflation. Further discussed China, Japan and the outlook on the Canadian economy.
    1 hr 8 min