Macro Voices

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April 26, 2018  

Marin Katusa: Copper, Uranium & the EV Revolution

Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show. They discuss uranium exports to from Russia to the U.S. and what options does the US have for new uranium sources? They further explore electric vehicles and why they’ll be a dominant trend over the coming years and why copper is a key component in playing the EV trend. They discuss if copper is a sole source material for EV or is there an alternative?

April 20, 2018  

Bassman/Cudmore/Snider: Market Correction Review

MacroVoices welcomes Harley Bassman, Mark Cudmore and Jeffrey Snider for a triple header episode asking if the market correction is over. The further discuss, bonds, commodities and the U.S. Dollar.

April 13, 2018  

Darius Dale: Hedgeye turn BEARISH U.S. Growth

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss the peak in the U.S. growth cycle, inflation and earnings. They further discuss the global divergence reiterated and the prognostications vs the reality of the markets. They further discuss China’s massive credit expansion, the US dollar and the breakdown in currency and interest differentials.

April 6, 2018  

Simon White: Equities are running out of road

Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss the equity markets and the post-crash dynamics. They look at the medium-term drivers of the U.S. dollar and ask if something has fundamentally changed in the U.S. treasury markets. They look that the yield curve, TED and LIBOR OIS spreads and conclude by looking at the outlook on the Canadian, Chinese and Japanese economies.