Episodes
Thursday Sep 27, 2018
Keith Dicker: The next major financial crisis will happen in the Bond market
Thursday Sep 27, 2018
Thursday Sep 27, 2018
Erik Townsend and Patrick Ceresna welcome Keith Dicker back to MacroVoices. Erik and Keith discuss the government bond bubble, artificially suppressed interest rates and rethinking bonds for portfolio allocations. They discuss what impact that a bond market route could have on equities and if the bond bear market has started. They conclude with their outlook on equities and gold.
Thursday Sep 20, 2018
Art Berman: The market has de-valued the oil price yield curve
Thursday Sep 20, 2018
Thursday Sep 20, 2018
Erik Townsend and Patrick Ceresna welcome Art Berman back to MacroVoices. Erik and Art discuss comparative inventory and inventory correlation to price on oil. They further look at price cycles, the oil-price yield curve and the impact of U.S. exporting oil. They further discuss why backwardation is collapsing on WTI, sensitivities to supply concerns and the discrepancies between IEA and OPEC forecasts.
Thursday Sep 13, 2018
Charlie McElligott: Phase one is over. The easy money has already been made.
Thursday Sep 13, 2018
Thursday Sep 13, 2018
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to Macrovoices. Erik and Charlie discuss the curve steepener as a recession signal and the current impact that the dollar, real rates and inflation expectations have on the markets. They further touch on the Chinese credit/financing impulse and the late cycle behavior from autos and homebuilders. They discuss the yield curve, the Nabe wage surveys, unemployment and what they tell us about future recessions.
Thursday Sep 06, 2018
Marin Katusa: The setup for Uranium is better now than any time in the last decade
Thursday Sep 06, 2018
Thursday Sep 06, 2018
Erik Townsend and Patrick Ceresna welcome Marin Katusa back to MacroVoices. Erik and Marin discuss uranium and why it is an opportunity now and the political and geopolitical considerations in picking your investments. They further discuss the royalty and streaming business model for uranium and the private placement opportunities in the streaming model. They further discuss warrants on resource companies and what to focus on when looking for companies that are acquisition targets.