Macro Voices

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July 16, 2019  

All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted

All-Star Prof.Steve Keen pulls no punches telling Erik Townsend how and why the field of economics lost touch with the real world. Link:

July 15, 2019  

All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER

All-Star Jeff Snider explains why the Fed's IOER hasn't worked as a ceiling over Fed Funds, and the significance of each, including the recent move of FF well above IOER and how this relates to the EuroDollar System.

July 12, 2019  

Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq

Fund manager Alex Gurevich is in the hot seat this month, pitching his “perfect trade” from 2014 long bonds and short the Euro. Alex explains why he believes this was truly a ‘perfect’ can’t lose trade, then we translate to current markets. Link:

July 12, 2019  

All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar

All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link:

July 11, 2019  

MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs

Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss the theories on the length of this market cycle, outlook on the dollar and bond yields, and the unwind of institutional risk parity trade and much more. Link:

July 11, 2019  

Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman

Energy Week episode #10: What’s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation. Link:

July 10, 2019  

All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze

All-Star Luke Gromen tells Erik Townsend he understands and agrees with the “global dollar squeeze” argument, but it doesn’t deter him from being bullish Gold, Bitcoin, and risk assets generally. Link:

July 9, 2019  

All-Stars #29 Brent Johnson: Still not chasing Gold at these levels

All-Star Brent Johnson tells Erik Townsend he's not chasing gold at these prices, and his conviction that the USD is headed much higher has never been stronger. Brent also thinks SPX 4000 is possible in the next 2-3 years. Link:

July 8, 2019  

All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt

All-star Louis-Vincent Gave tells Erik Townsend that $13.5tn of negative-yielding sovereign debt around the world is a sign the global economy is in serious trouble. U.S. Stocks may be at all-time highs, but the rest of the world is in decline. Link:

July 5, 2019  

All Stars #27 Dr.Pippa Malmgren: Don’t underestimate the importance of data security

Today's All-Star Dr.Pippa Malmgren says why privacy will be the governance issue of our time. Link ->

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