Episodes
Friday Dec 29, 2017
Anatomy of the U.S. Dollar End Game Part 4 of 5
Friday Dec 29, 2017
Friday Dec 29, 2017
MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 4 of the 5 Part Series, Mark Yusko and Luke Gromen debate the gold/oil ratio and gold as a reserve asset. They further discuss international attempts to bypass the U.S. Dollar and the U.S. Dollar shortage caused by the oil price. The finally debate the U.S. losing its status as a hegemonic power and the logistics in replacing the U.S. System.
Wednesday Dec 27, 2017
Anatomy of the U.S. Dollar End Game Part 3 of 5
Wednesday Dec 27, 2017
Wednesday Dec 27, 2017
MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 3 of the 5 Part Series, Mark Yusko and Luke Gromen discuss the cyclical patterns and technicals for the U.S. Dollar and ask if there is room for another rally. They discuss the gold and the oil for Yuan plan. They look at demographics, deflation, lower rates and the new multi-polar FX world.
Sunday Dec 24, 2017
Anatomy of the U.S. Dollar End Game Part 2 of 5
Sunday Dec 24, 2017
Sunday Dec 24, 2017
MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 2 of the 5 Part Series, Jeffrey Snider explains the post 2007 U.S. Dollar shortage and how the dollar scarcity play out? They move on to discuss the problems facing China at the moment and perspective on the China gold buying. They ask if American politicians even know there is a problem?
Saturday Dec 23, 2017
Anatomy of the U.S. Dollar End Game Part 1 of 5
Saturday Dec 23, 2017
Saturday Dec 23, 2017
MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 1 of the 5 Part Series, Jeffrey Snider presents perspectives on where we are today. Looks at how Russia and Brazil dealt with US dollar funding through derivatives and FX repo auctions. They further discuss China’s management of the U.S. dollar and the evolving Chinese response.
Thursday Dec 21, 2017
Prof. Steve Keen: Reinventing how Economics is Taught
Thursday Dec 21, 2017
Thursday Dec 21, 2017
Erik Townsend welcomes back Steve Keen to MacroVoices. Erik and Steve discuss the 2008 crisis and what could go wrong in the current cycle. They discuss the false narratives around QE and bank reserves and where is the risk to correction in asset pricing. They further discuss the walking dead of debt and the future zombies to be. They further discuss Japan, Canada and China and how long does this debt cycle last?
Thursday Dec 14, 2017
Juliette Declercq: 2018 Macro Outlook
Thursday Dec 14, 2017
Thursday Dec 14, 2017
Erik Townsend welcomes Juliette Declercq to MacroVoices. Erik and Juliette discuss the US and Chinese economy, inflation and the cautious outlook on equities for 2018. They further discuss interest rates, bond and the potential of a yield curve inversion. Finally, they discuss the Fed and her bearish outlook for the US dollar.
Thursday Dec 07, 2017
Marin Katusa: Mohamed bin Salman is reshaping Saudi Arabia
Thursday Dec 07, 2017
Thursday Dec 07, 2017
Erik Townsend welcomes Marin Katusa back to MacroVoices. Erik and Marin discuss Saudi Arabian politics and the power shift in the Middle East. They touch on the Petrodollar and the Yuan oil contract, the Saudi Aramco IPO and understanding the OPEC and Russia relationship. The further discuss the future of the electric vehicle market, uranium, global uranium enrichment, Russia and the future of Vladimir Putin.
Thursday Nov 30, 2017
Jonathan Tepper: Is Retail a Consensus Short or a Contrarian Long?
Thursday Nov 30, 2017
Thursday Nov 30, 2017
Erik Townsend welcomes Jonathan Tepper back to MacroVoices. Erik and Jonathan discuss the outlook on the US dollar, the momentum trade on global equities and VPs contrarian call on the retailers. They further discuss Australian real estate, the Canadian economy and the outlook on China. Special post game guest Devin Anderson to discuss the VIX complex and the short VOL trade.