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.
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.
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?
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.
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?
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.
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.
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.