Episodes
Thursday Aug 30, 2018
Danielle DiMartino Booth: Jay Powell is a new breed of Fed Chairman
Thursday Aug 30, 2018
Thursday Aug 30, 2018
Erik Townsend and Patrick Ceresna welcome Danielle DiMartino Booth to MacroVoices. Erik and Danielle discuss Jay Powell as the new Fed Chair. They discuss Jackson Hole, how Powell did and the absence of Draghi and Kuroda. They further discuss the impacts from the trade war, markets reaction to quantitative tightening, Fed policy and the economy. They further touch on inflation expectations, Europe and the outlook for China.
Thursday Aug 23, 2018
EuroDollar University, Season 2, Part 3
Thursday Aug 23, 2018
Thursday Aug 23, 2018
Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 3 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff delve in the federal reserve intervention, the structural changes in the Eurodollar system and the shift in bank views from riskless return to returnless risk. They further look into its impact on sustained economic growth and impact on global economies.
Thursday Aug 16, 2018
EuroDollar University, Season 2, Part 2
Thursday Aug 16, 2018
Thursday Aug 16, 2018
Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 2 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the collateral problems with gold during 2008. Jeff explains why the crisis was a liquidity risk, not a credit risk. They elaborate on the basic interbank functions, balance sheet capacity, negative swap spreads and the pro-cyclical positive monetary feedback loop.
Thursday Aug 09, 2018
EuroDollar University, Season 2, Part 1
Thursday Aug 09, 2018
Thursday Aug 09, 2018
Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 1 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the lost dollar decade and put into context the global dollar markets. They further dive into the shadows of the great financial crisis and the liquidity crisis in the CDS markets.
Thursday Aug 02, 2018
Jesse Felder: Equity Markets are in a Topping Process
Thursday Aug 02, 2018
Thursday Aug 02, 2018
Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss drivers behind the everything bubble, and will quantitative tightening be a trigger? Impacts of market leverage, the Buffet yard stick and what is in store for the FAANG stocks.