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June 07, 2019All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!Today’s MacroVoices All-Star is Jeff Snider, who says the yield curve and Eurodollar futures spreads spell a clear message for markets! Be sure to download the associated chartbook....more23minPlay
June 06, 2019Brent Johnson: A big dollar rally could drag stocks higher with itErik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss Brent’s “Dollar Milkshake Theory”, short term and long term outlook on gold, and what impacts the dollar breakout will have on US and the global economy....more1h 25minPlay
June 06, 2019Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/ShuchartThis week's MacroVoices Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics include the sentiment sea change and what's driving it, Iran, Saudi Arabia, & Venezuela, OPEC+ & much more....more54minPlay
June 04, 2019Inside the Investment Committee: The 2016 big short in fixed incomeThe inaugural episode of MacroVoices INSIDE THE INVESTMENT COMMITTEE featuring Julian Brigden, Juliette Declercq and Alex Gurevich takes you inside the process professional fund managers and their advisers use to source and vet macro trading strategies....more1h 3minPlay
June 04, 2019All-Star Julian Brigden: The Fed needs to easeToday’s MacroVoices All-Star is Julian Brigden, who says that the Fed needs to ease and why the dollar is crucial to kick off the next wave of the cycle...more21minPlay
June 03, 2019All-Star Steve Keen: Debunking the fake climate science of William NordhauseToday’s MacroVoices All-Star is Professor Steve Keen, who says Nobel laureate William Nordhaus has failed to consider tipping points that will make the impact of climate change far worse than Nordhaus predicts....more24minPlay
May 31, 2019All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stageToday’s MacroVoices All-Star Danielle DiMartino Booth says deflation, lower commodity prices, and lower bond yields will be the theme going forward unless/until the political process brings MMT or other “Helicopter Money” into the equation....more22minPlay
May 30, 2019Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycleErik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss the concept of late cycle and how the cycle works, correlation between growth rate downturn and risks of a recession, and what the leading indicators show when the cycle is ending....more1h 20minPlay
May 30, 2019Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)This week's MacroVoices Energy Week features Ole Hansen, Chris Cook and Patricia Hemsworth. What's driving this week's roller coaster ride in oil prices? China Trade? Iran? Inventory builds? Our panel weighs in....more53minPlay
May 29, 2019All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping hereToday's MacroVoices All-Star Luke Gromen says that the Fed Funds rate moving stubbornly over IOER is a clear sign that the Fed will soon be forced to supply more dollar liquidity, a bearish sign given current sentiment extremes....more15minPlay