Episodes
Thursday Jul 26, 2018
Martin Armstrong: There is no alternative to the Equity Market
Thursday Jul 26, 2018
Thursday Jul 26, 2018
Erik Townsend and Patrick Ceresna welcome back Martin Armstrong to MacroVoices. Erik and Martin discuss if there is room for the equity bull market to continue. They further discuss the outlook on global bond, U.S. Dollar, and gold. They further discuss the geopolitics in Europe, Russia and China and look at domestic politics in the U.S. going into the mid-term elections.
Thursday Jul 19, 2018
David Rosenberg: The top is probably in already
Thursday Jul 19, 2018
Thursday Jul 19, 2018
Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik asks Dave if there is one more leg higher in the S And P 500 or is the top in? They further discuss the outlook on junk and investment grade bonds and how to play the short on low grade corporates. They further discuss inflation, USD, the business cycle and where yields are heading from hear. The end with the outlook on the Canadian dollar and the Canadian housing cycle.
Thursday Jul 12, 2018
Dr. Pippa Malmgren: Social Media Data Mining is the new Geopolitical Frontier
Thursday Jul 12, 2018
Thursday Jul 12, 2018
Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss Trump, art of the deal, trade wars and North Korea. They further discuss Russia, Syria, US and chemical warfare and global de-dollarization. They finally end discussing Facebook’s impact on geo-politics and financial markets, social media data mining and the Leadership Lab: Understanding Leadership in the 21st century
Thursday Jul 05, 2018
Chris Cook: Energy Markets are Manipulated in Multiple Timeframe
Thursday Jul 05, 2018
Thursday Jul 05, 2018
MacroVoices welcomes Chris Cook to the show. Erik and Chris discuss the blow out of time spreads in WTI, oil deals outside of the market and the impact of Syncrude going offline. They further discuss dark inventories, what is it and how does it fit into the big picture. They further discuss the China and the Petro-Yuan contract and gaming US exports and inventories.