Episodes
Thursday Jun 29, 2017
Alex Gurevich: ZERO evidence the secular bull market in bonds is over
Thursday Jun 29, 2017
Thursday Jun 29, 2017
Erik Townsend welcomes Alex Gurevich to MacroVoices. Erik and Alex discuss Mario Draghi and ECB, his short Swiss Franc positioning and the US Dollar outlook. They further discuss trump reflation, equity markets and his views on secular interest rates and inflation. Further discussed China, Japan and the outlook on the Canadian economy.
Thursday Jun 22, 2017
Jesse Felder: The Party is Ending for Stock Bulls
Thursday Jun 22, 2017
Thursday Jun 22, 2017
Erik Townsend welcomes Jesse Felder to MacroVoices. Erik and Jesse discuss the technicals on the markets, DeMark indicators and the potential turning points in the exhausted trends. They further discuss the VIX short positioning and debate if we are in a secular turn in share buybacks?
Thursday Jun 15, 2017
Keith McCullough: Tech Rally is Not Over!
Thursday Jun 15, 2017
Thursday Jun 15, 2017
Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss his outlook on the US Dollar, his views on the reflation trade rolling over and his bullish outlook on the US markets and the Nasdaq. They further discuss bond yields, the Euro and his outlook on the emerging markets.
Thursday Jun 08, 2017
Axel Merk: Trump reflation trade is dead. Equity market hasn’t noticed yet.
Thursday Jun 08, 2017
Thursday Jun 08, 2017
Erik Townsend welcomes back Axel Merk to MacroVoices. Erik and Axel discuss Europe, ECB policy, UK elections and the future of the European union. They further debate the Trump reflation trade, the U.S. dollar and fiscal/monetary policy. Looking around the globe, the look at the Chinese Yuan devaluation, Japan and the outlook on gold.
Thursday Jun 01, 2017
Art Berman: Crude Oil Special Part 2
Thursday Jun 01, 2017
Thursday Jun 01, 2017
Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art put perspective on OPEC, the 9-month extension on production cuts and OPEC’s goal to keep a floor under oil prices. They look at the positioning of oil traders since February and the reasons for lower oil prices. This is Part 2 of a 2 Part episode.
Thursday Jun 01, 2017
Art Berman: Crude Oil Special Part 1
Thursday Jun 01, 2017
Thursday Jun 01, 2017
Erik Townsend welcomes back Art Berman to MacroVoices. Erik and Art put perspective on OPEC, the 9-month extension on production cuts and OPEC’s goal to keep a floor under oil prices. They look at the positioning of oil traders since February and the reasons for lower oil prices.