Episodes
Thursday Mar 28, 2019
Thursday Mar 28, 2019
Erik Townsend and Patrick Ceresna welcome Eric Peters back to MacroVoices. Erik and Eric discuss equity markets, volatility, treasury bonds and the biggest risks in the markets today. During the post game, Juliette Declercq joins the conversation to discuss her Financial Repression Theme.
Thursday Mar 21, 2019
David Rosenberg: stocks, yields headed lower
Thursday Mar 21, 2019
Thursday Mar 21, 2019
Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and Dave discuss the FOMC policy shift, market topping formation and ask if we are headed for an earnings recession. They further discuss treasury bonds and what is in store for the corporate bond markets. They leave things off by discussing modern monetary theory, helicopter money and Ben Bernanke’s playbook from 2002.
Thursday Mar 14, 2019
Art Berman: The world is still over-supplied with oil
Thursday Mar 14, 2019
Thursday Mar 14, 2019
Erik Townsend and Patrick Ceresna welcome Art Berman back to MacroVoices. Erik and Art ask the question was the oil price collapse more than just a correction? The look at world production surplus for 2019-2020, U.S. oil production and ask if OPEC matters anymore. The further look at trends in world liquid production, perspectives on the Brent and WTI curves and ask why is Brent trading at a premium to WTI.
Thursday Mar 07, 2019
Barry Ritholtz: Quantitative tightening is not a good reason to be bearish
Thursday Mar 07, 2019
Thursday Mar 07, 2019
Erik Townsend and Patrick Ceresna welcome Barry Ritholtz to MacroVoices. Erik and Barry start by defining bull and bear markets and discuss the bullish case for equities. They proceed to discuss the U.S Dollar, interest rate trends, junk bonds and the China credit risks. They then take a deep dive into populism, the growing trends in socialism, crony capitalism and what is wrong with MMT. Special post game guest Charlie McElligott.
Thursday Feb 28, 2019
Thursday Feb 28, 2019
Erik Townsend and Patrick Ceresna welcome back Pippa Malmgren to MacroVoices. Erik and Pippa discuss the U.S./China trade war, the Korean peninsula and the China South Sea. They move on to discuss the future of Donald Trump, China/Russia relations and the future of hypersonic warfare. They wrap up talking about socialism, populism, surveillance capitalism and the outlook for the equity markets.