Macro Voices

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January 27, 2017  

David Rosenberg: Opportunities and Outlook for 2017

Macro Voices interview with David Rosenberg from Gluskin Sheff. David discusses when is it time to become bearish on the markets, US Dollar Outlook, Canadian Dollar and Canadian Monetary Policy, Future of European Union and asking if the 35-year bond bull market over?

January 20, 2017  

Raoul Pal: Inauguration Eve Macro Update

Erik Townsend interviews Raoul Pal on MacroVoices. The interview with Raoul starts with asking if Trump can reverse the trend of a strong dollar. They look at the bond markets and ask if the secular bull market is over. Later in the interview, Erik and Raoul discuss the overcrowded VIX contango trade, the big opportunities for 2017 and the short-term outlook for gold, oil and junk bonds.

January 13, 2017  

Rick Rule: Deep dive into pre-revenue resource investing process & due diligence

Erik Townsend interviews Rick Rule from Sprott Global. The interview with Rick starts with the outlook for the precious metals markets in 2017. Erik then proceeds to discuss the due diligence in making private placements in the gold and silver mining companies. Hear Rick’s insights on evaluating intellectual and physical properties and the common characteristics of successful and failed properties. Rick further puts into perspective how much time and capital is needed to invest into early stage startups.

January 6, 2017  

David Hay: The Trump Triumph Trade (TTT) is overdone!

Evergreek-Gavekal Chief Investment Officer David Hay joins Erik Townsend as this week’s feature interview guest. Topics include the equity market outlook under President Donald Trump, treasury yields, inflation, energy master limited partnerships, and much more.

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