Episodes
Wednesday Jan 23, 2019
Russell Napier: PBOC dictating global inflation
Wednesday Jan 23, 2019
Wednesday Jan 23, 2019
Erik Townsend and Patrick Ceresna welcome Russell Napier back to MacroVoices. Erik and Patrick discuss treasury bonds, China and the tightening of Chinese monetary policy. They ask which central bank is dictating global inflation, the fed monetary policy and ask if the Fed is out of bullets? They end with an outlook for developed stock markets and ask if the decade long bull market over?
Tuesday Jan 15, 2019
Charlie McElligott: Fear the Steepener
Tuesday Jan 15, 2019
Tuesday Jan 15, 2019
Erik Townsend and Patrick Ceresna welcome Charlie McElligott back to MacroVoices. Erik and Charlie discuss the china credit impulse and PBoC liquidity operations. The discuss if this is a bear market rally or continuation of bull market and fading the Fed’s economic optimism. They update CTA positioning across asset classes and positioning in risk parity funds. They finally end with a conversation on the yield curve steepener.
Thursday Jan 03, 2019
Marin Katusa: Oil, Steel & Diamonds on the Natural Resources Radar
Thursday Jan 03, 2019
Thursday Jan 03, 2019
Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss uranium producers and the recent drop in oil prices. They then go on to discuss the opportunities in the steel and diamond industries. They finally wrap things up with a broader look at resource investing and what it takes to be a successful resource investor.