Macro Voices

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October 24, 2018  

Daniel Lacalle: Synchronized Global Growth was always a False Narrative

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel debate if this is a market correction or is it the end of the bull market? They touch on the Fed’s responsiveness to changing monetary policy and ask where bond yields are heading from here? They proceed to touch on Europe, the ECB, Italy, European junk bonds, Emerging Markets and more. During the post game Marin Katusa joins us to discuss Mohammed bin Salman, Saudi Arabia, oil prices and gold.

October 18, 2018  

Prof Steve Hanke: M4 is the most under appreciated indicator

Erik Townsend and Patrick Ceresna welcome Prof Steve Hanke to MacroVoices. Erik and Steve discuss drivers of the recessions over the last 30 years, perspectives on Lehman Brothers failure, M4 Money Supply as the broadest measure, dangers in quantitative tightening, commercial banks drive money supply, stabilizing the U.S. Dollar Euro rate, understanding past hyperinflation, and some perspective on Venezuela's hyperinflation

October 12, 2018  

Prof Steve Keen: The Real Risk is in Private Credit

Erik Townsend and Patrick Ceresna welcome Prof Steve Keen to MacroVoices. Erik and Steve put perspective on global sovereign and private debt. Erik asks if government debt is still a safe haven? They further touch on junk bonds, corporate debt, credit spreads and ask how another financial crisis occurs and which countries are most vulnerable. After the interview, post game guest Charlie McElligott joins Erik and Patrick to dissect the current market drop and where the next opportunities lie.

October 5, 2018  

Louis-Vincent Gave: Breakdown in Historical Norms between Emerging Markets and USTs

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss drivers in emerging markets route, the global equity markets and how long the divergence can last between US and global equity markets. The further discuss the impact on U.S. treasuries, global de-dollarization and the dissolution of Chimerica. They look at NAFTA and the changing of the supply chain as well as the outlook for gold and precious metals.

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