Macro Voices

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June 13, 2019  

MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites

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.

June 13, 2019  

Energy Week: Natural gas backwardation in mid-summer?

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.

June 11, 2019  

All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view

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.

June 10, 2019  

All-Star Luke Gromen: The USD-centric system is slowly losing ground

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.

June 7, 2019  

All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!

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.

June 6, 2019  

Brent Johnson: A big dollar rally could drag stocks higher with it

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.

June 6, 2019  

Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart

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.

June 4, 2019  

Inside the Investment Committee: The 2016 big short in fixed income

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.

June 4, 2019  

All-Star Julian Brigden: The Fed needs to ease

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

June 3, 2019  

All-Star Steve Keen: Debunking the fake climate science of William Nordhause

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.

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