Episodes
Thursday May 25, 2017
Jeffrey Snider: Dollar bulls don’t understand why they are right
Thursday May 25, 2017
Thursday May 25, 2017
Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at Eurodollars and the Eurodollar shortage. They discuss the real drivers of the US Dollar bull market and the flaws in the reflation trade narrative. The discuss the connection between Eurodollars and gold and the impact of QE on Eurodollar system.
Friday May 19, 2017
Russell Napier: Buy the Dollar Dip
Friday May 19, 2017
Friday May 19, 2017
Erik Townsend welcomes Professor Russell Napier to MacroVoices. Erik and Russell discuss if the U.S. Dollar bull market over, where we are in the secular treasury bond bull market and the coming pension crisis. They further discuss inflation expectations, the outlook for precious metals and the European exit contagion risk.
Thursday May 11, 2017
Lacy Hunt: The secular bond bull market is not over!
Thursday May 11, 2017
Thursday May 11, 2017
Erik Townsend welcomes Dr. Lacy Hunt to MacroVoices. Erik and Lacy discuss the important question as to if the secular lows are in for U.S. interest rates. The further discuss the work of Minsky and Kindelberger and ask the important question as if the world is turning Japanese? The further explore the impact of demographics, negative interest rates and the Fed hiking into deteriorating economy.
Thursday May 04, 2017
Steve Keen: On All Things Macro
Thursday May 04, 2017
Thursday May 04, 2017
Erik Townsend welcomes Steve Keen back to MacroVoices. Erik and Steve discuss the French election, the next move in the Euro and U.S. Dollar. The further discuss the bond bull market and considerations in private debt levels. They further discuss global geopolitics, China and ask if we could avoid another financial crisis.