Episodes
Thursday Jun 13, 2019
Thursday Jun 13, 2019
Erik Townsend and Patrick Ceresna welcome Josh Steiner to MacroVoices. Erik and Josh discuss U.S. and Canadian real estate, swelling mortgage debt in Canada and deteriorating household finances and more.
Wednesday Jun 12, 2019
Energy Week: Natural gas backwardation in mid-summer?
Wednesday Jun 12, 2019
Wednesday Jun 12, 2019
Energy Week panelists Art Berman, Chris Cook and Patricia Hemsworth weigh in on anomalies in natural gas forward curves and what they mean. Also an update on the market sell-off and where it's headed.
Tuesday Jun 11, 2019
Tuesday Jun 11, 2019
Today’s MacroVoices All-Star is Santiago Capital's Brent Johnson, who says this past weekend's ECB and US-Mexico developments do NOT change his dollar-bullish outlook.
Monday Jun 10, 2019
All-Star Luke Gromen: The USD-centric system is slowly losing ground
Monday Jun 10, 2019
Monday Jun 10, 2019
All-Star Luke Gromen says oil isn't the only commodity China will begin pricing in its own currency for international settlement, further evidencing China's commitment to de-dollarization. Also an update on Luke's tactical views on the USD.
Friday Jun 07, 2019
Friday Jun 07, 2019
Today’s MacroVoices All-Star is Jeff Snider, who says the yield curve and Eurodollar futures spreads spell a clear message for markets! Be sure to download the associated chartbook.
Thursday Jun 06, 2019
Brent Johnson: A big dollar rally could drag stocks higher with it
Thursday Jun 06, 2019
Thursday Jun 06, 2019
Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss Brent’s “Dollar Milkshake Theory”, short term and long term outlook on gold, and what impacts the dollar breakout will have on US and the global economy.
Wednesday Jun 05, 2019
Wednesday Jun 05, 2019
This week's MacroVoices Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics include the sentiment sea change and what's driving it, Iran, Saudi Arabia, & Venezuela, OPEC+ & much more.
Tuesday Jun 04, 2019
Inside the Investment Committee: The 2016 big short in fixed income
Tuesday Jun 04, 2019
Tuesday Jun 04, 2019
The inaugural episode of MacroVoices INSIDE THE INVESTMENT COMMITTEE featuring Julian Brigden, Juliette Declercq and Alex Gurevich takes you inside the process professional fund managers and their advisers use to source and vet macro trading strategies.
Tuesday Jun 04, 2019
All-Star Julian Brigden: The Fed needs to ease
Tuesday Jun 04, 2019
Tuesday Jun 04, 2019
Today’s MacroVoices All-Star is Julian Brigden, who says that the Fed needs to ease and why the dollar is crucial to kick off the next wave of the cycle
Monday Jun 03, 2019
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
Monday Jun 03, 2019
Monday Jun 03, 2019
Today’s MacroVoices All-Star is Professor Steve Keen, who says Nobel laureate William Nordhaus has failed to consider tipping points that will make the impact of climate change far worse than Nordhaus predicts.