Episodes
Thursday Feb 22, 2018
Rick Rule: Natural Resource Investing
Thursday Feb 22, 2018
Thursday Feb 22, 2018
Erik Townsend welcomes back Rick Rule from Sprott Global to MacroVoices. Erik and Rick discuss using a top down macro perspective on resource investing. The delve into rare earths, lithium uranium and nuclear energy. The discuss the future of liquid fluoride thorium reactors, copper, potash and investing in water as a commodity.
Thursday Feb 15, 2018
Eric Peters: Systemic Risks are Mounting
Thursday Feb 15, 2018
Thursday Feb 15, 2018
Erik Townsend welcomes Eric Peters to MacroVoices. Erik and Eric discuss if this is just a small equity market dislocation or is this bigger, the VIX complex and why the Inverse VIX products were flawed. They put context on the increasing rates, the movement of the dollar, stagflation and inflation risks. They further consider the impact of the changes of leadership at the FED and the policy tools they will be able to use during the next recession.
Thursday Feb 08, 2018
Jared Dillian: The week short vol imploded
Thursday Feb 08, 2018
Thursday Feb 08, 2018
Erik Townsend welcomes Jared Dillian to MacroVoices. Erik and Jared discuss the drivers of this stock market drop and ask if higher volatility here to stay? The further discuss if this is the beginning of a sustained unwinding of the short vol trade and where are the markets heading from here. They further discuss bonds, interest rates, the US dollar and gold.
Thursday Feb 01, 2018
Art Berman: Crude Oil Special Double Header
Thursday Feb 01, 2018
Thursday Feb 01, 2018
Erik Townsend welcomes Art Berman to MacroVoices. Erik and Art discuss the current oil markets, comparative inventories and OPECs influence on the price. They further put into context on OPEC production cuts and how much new oil is coming from higher prices. They look at the economics on the shale oil fields, perspectives on US oil exports and the general underinvestment in new exploration and development.