Macro Voices

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January 26, 2018  

Chris Cole: Volatility and the Alchemy of Risk

Erik Townsend welcomes Chris Cole to MacroVoices. Erik and Chris discuss all things about underlying risks in the current low volatility market. They discuss share buybacks, the explicit vs implicit short vol positions and the impact of risk parity, VAR control, funds. The look at the potential impact of the unwind in the short VIX trade and why the scenarios echo the period prior to the 1987 market drop.

January 19, 2018  

Mark Cudmore: Around the World of Macro

Erik Townsend welcomes Bloomberg’s Mark Cudmore to MacroVoices. Erik and Mark discuss the outlook for the US dollar, rate differentials and the impact of the Yuan oil contract. They further discuss bonds, inflation and stagnation. They move on to commodities, equities, China and Europe.

January 12, 2018  

Josh Steiner: Global Housing Market Analysis

Erik Townsend welcomes Josh Steiner to MacroVoices. Erik and Josh discuss the macro drivers of the Canadian and Australian real estate markets. They look at Canada’s minsky moment, the new government policies and the impact on the Canadian banks. They move on to discuss the Australian one-cylinder economy, perspectives on the Australian construction boom and the high levels of home equity withdrawal. They further discuss the U.S. real estate markets and why there is still room to run.

January 5, 2018  

Anatomy of the U.S. Dollar End Game Part 5 of 5

MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 5 of the 5 Part Series, the panel discuss the possible sign posts for the big change and the potential triggers for a lower U.S. dollar. They ask if structural changes be implemented to change the course of the dollar and ask which investment assets will work the best?

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