Macro Voices

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October 28, 2016  

Hugh Hendry: USD Breakout, Post-Brexit Europe, Benign on Japan, Equity Outlook, & More

Erik Townsend and Aaron Chan welcome Hugh Hendry to MacroVoices. Erik and Hugh discuss USD breakout and binary consideration of US economy's condition in a strong-dollar environment, Brexit contagion and likelihood of strong vs. weaker countries disbanding from the EU, the "time stop-loss" and when it's appropriate to pivot theses, global transfer from creditors to debtors via the machinations of QE, Hugh's response to Kyle Bass' China devaluation thesis, maintaining intellectual honesty in the face of professional ramifications, and much more.

October 23, 2016  

RVTV Encore: Kyle Bass

An interview which was originally published on July 1, 2016 between Grant Williams of Real Vision and Kyle Bass, Managing Partner, Chief Investment Officer, Portfolio Manager, and Founder of Hayman Capital Management.

October 21, 2016  

Robin Griffiths: Cyclical and Technical Frameworks, Central Bank Impotence, DM/EM Outlooks, Gold, and More

Erik Townsend and Aaron Chan welcome Robin Griffiths to MacroVoices. Erik and Robin discuss technical and cyclical frameworks for evaluating financial markets, hierarchy of cycles from seasonal variation to generational, potential panicked selloff in the trade-weighted U.S. dollar, outlook for global equities and central bank-induced flash crashes, gold's resistance at $1,400 and ability to shoot back to all-time highs, and much more.

October 13, 2016  

Mark Yusko: Short Dollar, Long Deutsche Bank, China eCommerce, Oil, and More

Erik Townsend and Aaron Chan welcome Mark Yusko to MacroVoices. Erik and Mark discuss bearish outlook for and reserve status deterioration of U.S. dollar, the "Everything Bubble" and similarities to 2000, misplaced comparisons between Deutsche Bank and Lehman Brothers, exciting trends and generational opportunities in China retail and eCommerce, dangerous paradigm of buying stocks for yield and bonds for capital appreciation, and much more.

October 9, 2016  

RVTV Encore: Michael Lewitt

An interview which was originally published on July 20, 2016 between Grant Williams of Real Vision and Michael Lewitt, founder of The Credit Strategy Group and writer of The Credit Strategist, a popular and acclaimed investment newsletter.

October 7, 2016  

Simon Hunt: Chinese Political War, IMF Special Drawing Rights, Russia-China Alliance, 2020 Global Market Crash

Erik Townsend and Aaron Chan welcome Simon Hunt to MacroVoices. Erik and Simon discuss internal politcal wars within China stagnating economic growth, China's steady, step-wise approach to allowing firm bankruptcies, Internal IMF battle for RMB's inclusion in SDR, logic behind China's stockpiling of raw commodities and base metals, impending global stock market crash and economic reset within the next 5 years, and much more.

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