Episodes
Friday Apr 28, 2017
Martin Armstrong: Stocks could DOUBLE from here!
Friday Apr 28, 2017
Friday Apr 28, 2017
Erik Townsend welcomes Martin Armstrong to MacroVoices. Erik and Martin discuss his views on the U.S. Dollar and the future of the European Union. Martin discusses his bullish case for U.S. stocks and considerations for international money flows. They discuss future interest rate trends, government debt, the geopolitics of North Korea and Syria and considerations on China and the debt crisis.
Wednesday Apr 19, 2017
Danielle DiMartino Booth: Fed Up with the Federal Reserve
Wednesday Apr 19, 2017
Wednesday Apr 19, 2017
Erik Townsend welcomes Danielle DiMartino Booth to MacroVoices. Erik and Danielle discuss a look at the Fed from the inside. They further discuss the shadow banking system, reflect on the global financial crisis and the culture at the regional reserve banks.
Thursday Apr 13, 2017
Lance Roberts: Record margin debt threatens fed-fueled bull market
Thursday Apr 13, 2017
Thursday Apr 13, 2017
Erik Townsend welcomes Lance Roberts to MacroVoices. Erik and Lance discuss the liquidity driven markets and the Fed balance sheet driving asset prices. They further discuss the margin debt vs. the net credit balance and as a % of real GDP. The further discuss the total system leverage, the economic deficit and peaks in real profit margins.
Thursday Apr 06, 2017
Juliette Declercq: A Red string of fate ties U.S. to China
Thursday Apr 06, 2017
Thursday Apr 06, 2017
Erik Townsend welcomes Juliette Declercq to MacroVoices. Erik and Juliette discuss the US Dollar, 10-year UST and the FOMC. They reflect on Juliette’s perspectives on the red string of fate ties U.S. to China, future FOMC policy and the current business cycle. They further discuss where is the ISM heading next, the impact on Trump’s tax and infrastructure spending and the potential surprises for the upcoming French election.