Macro Voices

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February 20, 2020  

MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper

MacroVoices Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to the show. They discuss some of the knock-on implications of the US Treasury bond, why treasury and investment grade bond demand flows will remain solid and the US treasury demand impact of Dodd Frank and more. 


February 13, 2020  

MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times

MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole  to the show to discuss his latest article "The Allegory of the Hawk and Serpent", the law of cosmic duality in investing, and the role of long-vol and commodity trends following have in dragon portfolio & more. Then Emil Kalinowski joins in postgame.


February 10, 2020  

All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation

FFTT founder Luke Gromen is back to talk about the conclusions we can draw from the U.S. government charging JP Morgan with criminal gold price manipulation


February 6, 2020  

MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. They discuss the 2020 demand growth, how oversold is the price of oil and what effect the over-reaction to Coronavirus has on world oil demand. Then Kevin Muir joins postgame segment to discuss Tesla's parabolic rise and blow-off top.


February 4, 2020  

All-Stars #92 Jeff Snider: Did anything really get “better” last September?

All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since September


February 3, 2020  

All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook

All-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reaction to Kyle Bass’ allegations about China mining American genetic data, and an update on the U.S. election outlook


January 30, 2020  

MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity

MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris Martenson


January 28, 2020  

All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4

All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019


January 27, 2020  

MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2

New updated version re-recorded 1/28/20 to reflect new information and correct errors in first version. WE RECOMMEND YOU LISTEN AGAIN #2019nCoV #Wuhan #Coronavirus

Host Erik Townsend weighs in with a summary of what he’s learned thus far about 2019-nCoV, the Wuhan Coronavirus, and his analysis of what it will mean to financial markets.



January 23, 2020  

MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.

Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more.