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Macro Voices episodes
- MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. They discuss late cycle dynamics, how the CTA position estimating model works and if it’s time to buy gold & more.
Link: http://bit.ly/2KoEGCh
1 hr 18 min - All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!
All-Star Luke Gromen returns with an update on monetary policy and market outlook.
Link: http://bit.ly/2qSMRje
16 min - All-Stars #76 Juliette Declercq: Equity rally set to continue
All-star Juliette Declercq returns with an update on her views on monetary policy and the equity market rally, which she says is set to continue higher.
Link: http://bit.ly/2rrh5Ky
18 min - MacroVoices #192 Keith McCullough : Inflation Accelerating
Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more.
Link: http://bit.ly/2JYhb2E
1 hr 33 min - All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest
All-Star Dr. Pippa Malmgren explains why the explosion in civil unrest around the globe is all about breakdown of the social contract. Also Trump News Network and market outlook.
Link: http://bit.ly/2CazFJ1
33 min - MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!
Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more.
Link: http://bit.ly/2JC44nC
1 hr 7 min - All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!
All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks.
Link: http://bit.ly/2Jqf7QQ
15 min - MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system
Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more.
Link: http://bit.ly/2BEKcMn
1 hr 13 min - All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit updateAll-Star Prof. Steve Keen is back with an update on the recent surge in populism around the globe and Steve’s outlook for the resolution of the Brexit dilemmaLink: http://bit.ly/31Amewu15 min
- All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equationAll-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation.Link: http://bit.ly/2Jb9aXV26 min
About Macro Voices
From the publisher's feed
Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.
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