Erik Townsend welcomes John Llewellyn to MacroVoices. Erik and John discuss how the Brexit vote is simply a prelude to a highly uncertain process, polling accuracy and the distinct possibility of Britain exiting the EU, the near-term economic impacts of Brexit on the British economy including lower foreign-direct investment and trade re-negotiations, and much more.
Dr. Ben Hunt brings a fresh perspective on the current macroeconomic backdrop as viewed through the lenses of game theory and history. We discuss the US dollar, Chinese currency devaluation, Japan, the Brexit referendum and much more.
Erik interviews petroleum geologist Art Berman in his second appearance on MacroVoices as they revisit some of their fundamental analysis from Episode 3 back in February
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.