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Macro Voices episodes
- MacroVoices #225 Harley Bassman: The long slow road to inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more.
Link: https://bit.ly/2CIZ4x5
1 hr 23 min - All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year
All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets.
Link: https://bit.ly/2BxlOPQ
24 min - MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more.
Link: https://bit.ly/2zIZPoG
1 hr 33 min - All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong
All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest
Link:https://bit.ly/2ADm67U
18 min - MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more.
Link: https://bit.ly/37qPgD5
1 hr 22 min - All-Stars #108 Luke Gromen: Central Banks on Steroids
All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets.
Link: https://bit.ly/3h65Jkt
18 min - MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook
MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more.
Link: https://bit.ly/30aOgSc
1 hr 32 min - All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?All-Star Jeff Snider is back to talk about how the most aggressive monetary program in the Fed's history hasn't moved the needle one bit and how Jay Powell took his show on the road to 60 Minutes and lied repeatedly.Link: https://bit.ly/2U0kgo326 min
- MacroVoices #221 Ronald Stöferle: In Gold We Trust
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more.
Link: https://bit.ly/2XCfA92
1 hr 21 min - All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations
All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward
Link: https://bit.ly/2ZG1QwC
29 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.