Episodes
Thursday Jun 28, 2018
Eric Peters: USD Reserve Status, Unfunded Liabilities, Inflation & More
Thursday Jun 28, 2018
Thursday Jun 28, 2018
MacroVoices and Erik Townsend welcomes Eric Peters as this week’s guest, co-hosted by Kevin Muir. Erik and Eric discuss the future of the USD as the world reserve currency, the impact of protectionist policies on financial markets and the FED reductions and their impact around the world. The further discuss inflation, entitlements and the changes we can expect in central bank attitudes moving forward. Later in the podcast the discuss demographics, baby boomers, and millennials and their impact over the coming years on financial markets.
Thursday Jun 21, 2018
Luke Gromen: Secular Dollar Bear goes Tactically Dollar Bullish
Thursday Jun 21, 2018
Thursday Jun 21, 2018
Erik Townsend and Patrick Ceresna welcome back Luke Gromen to MacroVoices. Erik and Luke discuss the outlook on the U.S. dollar, funding the U.S. deficits and the U.S. “Impossible Trilemma”. They further discuss Luke’s perspective of the Fed taking the “Shoot the Hostage” stance on the markets and particularly the influence on the emerging markets. They discuss China accelerating global de-dollarization and the U.S. weaponizing the USD and oil against Russia and Iran.
Thursday Jun 14, 2018
Crude Oil Special: Anas Alhajji, Joe McMonigle, Dr. Ellen Wald
Thursday Jun 14, 2018
Thursday Jun 14, 2018
Erik Townsend and Patrick Ceresna welcome Anas Alhajji, Joe McMonigle and Dr. Ellen Wald to the show. Erik and Ellen discuss how does Saudi Arabia looks at the oil market, perspective about Saudi Aramco, understanding Mohammad bin Salman and the social politics in Saudi Arabia. During the second part of the interview, Erik, Joe and Anas discuss what is driving the oil markets, Iranian sanctions, OPEC and backwardation.
Thursday Jun 07, 2018
DoubleLine’s Jeffrey Sherman: Bond Bear Market is Pausing but Not Over!
Thursday Jun 07, 2018
Thursday Jun 07, 2018
Erik Townsend and Patrick Ceresna welcome Jeffrey Sherman to MacroVoices. Erik and Jeffrey discuss the big picture outlook on the economy, bonds and interest rates. They ask if there is a recession coming in the U.S. and how much upside on the U.S. Dollar? They further debate how will the economy deal with higher rates and inflation, the outlook on gold and commodities.
Thursday May 31, 2018
Nomi Prins: Central Bank Collusion; Pat Hemsworth: Crude Oil Update
Thursday May 31, 2018
Thursday May 31, 2018
Erik Townsend and Patrick Ceresna welcome Nomi Prins to MacroVoices. Erik and Nomi discuss central bank collusion to prop up asset prices. They further look into why QE never led to runaway inflation and why there has been no consequences over the last 10 years. For the second interview Erik welcomes Pat Hemsworth to the show to discuss everything oil.