Macro Voices

Macro Voices header image 1
November 30, 2018  

Julian Brigden: Secular Bond Bear Doesn’t Preclude Significant Rallies

Erik Townsend and Patrick Ceresna welcome Julian Brigden back to the show. Erik and Julian discuss what is driving the bond market, demographics and the global excesses in the equity markets. They ask is the U.S. housing markets overpriced, where is the next trade in treasuries and is the stock market due for a big bubble bounce? They finally touch on inflation considerations in 2019 and what is the next move for the Fed?

November 22, 2018  

Jeffrey Christian: Investment demand for precious metals is bottoming

Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. Jeffrey is the Managing Director and Founder of CPM Group. Erik and Jeffrey discuss the recent moves in gold and look at the forecast for 2019 and beyond. They further discuss why investment demand has dropped and more importantly, is it turning? The touch on silver and give perspective on the gold:silver ratio. Finally, they discuss the intermarket relationships of gold to other assets and give an update on the platinum and palladium markets. Stay tuned for the post-game where geologist Art Berman joins us to discuss the recent drop in crude oil prices.

November 16, 2018  

Keith McCullough: Bond Yields May Have Peaked

Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss how the investment landscape has evolved, why deflationary pressures are on the horizon. They further discuss the marginal rates of change in growth and inflation, U.S. real GDP and CPI forecasts, the global economic landscape and the key macro themes into the year end.

November 14, 2018  

BONUS: Beyond Blockchain Audiobook Chapter 1

Audiobook Chapter 1 FREE Preview The cryptocurrency trend of the past few years has continued to grow despite widespread predictions that it would just be a flash in the pan. Blockchain is suddenly everyone’s favorite buzzword. But what if there’s more to this story than meets the eye? What if Digital Currency is about to change the world in ways beyond our imagination? And what if geopolitical forces our politicians don’t even understand have already inspired China and Russia to use Digital Currency to attack the U.S. Dollar’s dominance over the global financial system?

November 9, 2018  

Jonathan Tepper: The Myth of Capitalism

Erik Townsend and Patrick Ceresna welcome Jonathan Tepper to MacroVoices. Erik and Jonathan discuss if the market correction over, the outlook for U.S. interest rates and the short and longer-term drivers in the U.S. Dollar. They further touch on China, Europe, inflation, oil, and real estate in Australia, Canada and the United States. Finally, they discuss his new book, the Myth of Capitalism and delve into monopolies and competition.

November 1, 2018  

Dr. Pippa Malmgren: Embracing Entrepreneurship

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss the opportunities on drone technology and the leaders in unmanned aerial vehicles. They further discuss the issues of data privacy in the firmware and the risks of drones being used for terrorism. They go on to discuss her new book Leadership Lab. They discuss the new paradigms of leadership, the speed of technological change and slow rate at which governments are adapting.