Episodes
Wednesday Nov 22, 2017
Francesco Filia: Positive Feedback Loops Threaten Systemic Risk Escalation
Wednesday Nov 22, 2017
Wednesday Nov 22, 2017
Erik Townsend welcomes Francesco Filia to MacroVoices. Erik and Francesco discuss the twin bubbles in equities and bonds and what the catalyst could be for the reversal. They further discuss the fake market narrative, feedback loops, European junk bonds and the big short VOL trade. Conversation continues in the postgame with guest Kevin Muir to further discuss bonds, inflation and the coming collapse of the short VOL trade.
Thursday Nov 16, 2017
Keith McCullough: Bullish Real Growth
Thursday Nov 16, 2017
Thursday Nov 16, 2017
Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss the bull narrative on equities and why valuations are not a catalyst. They further go into the trends in growth and inflation, and where we are in the economic cycle. They look at growth acceleration, earnings and the valuations on technology stocks.
Thursday Nov 09, 2017
Jeffrey Snider: Eurodollar University Part 4
Thursday Nov 09, 2017
Thursday Nov 09, 2017
Erik Townsend welcomes back Jeffrey Snider to MacroVoices for Part 4 of the Eurodollar University. Erik and Jeffrey discuss the failure of Primus and AIG back in 2008, the Gramm-Leach-Bliley Act, Henry Paulson and Glass–Steagall. They further discuss the Eurodollar system going parabolic in the 2000s, Banks manipulating regulations and the big picture end game of the Eurodollar system.
Thursday Nov 02, 2017
Grant Williams: Petroyuan Oil Contract could be a Game Changer
Thursday Nov 02, 2017
Thursday Nov 02, 2017
Erik Townsend welcomes back Grant Williams to MacroVoices. Erik and Grant discuss the outlook for the US dollar, the Petroyuan oil contract and the outlook on gold. They discuss inflation risks, interest rates and bonds, real estate and perspectives on China’s credit bubble. They wrap things up discussing cryptocurrencies and the outlook on Europe.