Episodes
Monday Sep 30, 2019
Monday Sep 30, 2019
All-star Brent Johnson says that even if Juliette Declercq is proven right and the Fed launches QE4, the reversal in the Dollar’s rise would only be temporary. Stocks higher, gold pullback.
Link: http://bit.ly/2mU4aPG
Friday Sep 27, 2019
Friday Sep 27, 2019
All-star Juliette Declercq joins Jeff Snider and Danielle DiMartino Booth in saying the Fed is clueless with respect to the ongoing Repo crisis. Juliette gives the high-level picture to contrast Jeff’s deep analysis of the “plumbing”.
Link: http://bit.ly/2nfMBJi
Thursday Sep 26, 2019
MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk
Thursday Sep 26, 2019
Thursday Sep 26, 2019
Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. They discuss the MOVE index as a leading economic indicator, how the upcoming election may affect both fiscal and monetary policy, and Harley’s article “The Opposite of Bad is Worse” and more.
Link: http://bit.ly/2lXbae7
Wednesday Sep 25, 2019
Energy Week #17: In the aftermath of Abqaiq
Wednesday Sep 25, 2019
Wednesday Sep 25, 2019
This episode of Energy Week focuses on the future of the oil market and how the #Abqaiq attacks will change energy security policy. ALSO: Big announcement re: the future of Energy Week
Link: http://bit.ly/2nl04zO
Wednesday Sep 25, 2019
All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means
Wednesday Sep 25, 2019
Wednesday Sep 25, 2019
All-Star Prof. Steve Keen is back with his perspective on last week’s repo market dislocation. Spoiler: this was NOT because the fiat system is collapsing, as some crypto die-hards have suggested
Link: http://bit.ly/2mzL5BN
Tuesday Sep 24, 2019
Tuesday Sep 24, 2019
All-Star Danielle DiMartino-Booth says the Federal Reserve has a serious management problem and is literally out of control.
Link: http://bit.ly/2mn84jd
Monday Sep 23, 2019
All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup
Monday Sep 23, 2019
Monday Sep 23, 2019
All-Star Jeff Snider is back by popular demand to explain why the mainstream explanations for last week’s explosion in repo rates just doesn’t add up with the facts!
Link: http://bit.ly/2mcArQV
Friday Sep 20, 2019
Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview
Friday Sep 20, 2019
Friday Sep 20, 2019
Honte Investments’ hedge fund manager Alex Gurevich was so intrigued by Erik’s interview with Grant Williams that he wanted to add a few thoughts of his own…. Link: http://bit.ly/2kuLbtG
Thursday Sep 19, 2019
MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating
Thursday Sep 19, 2019
Thursday Sep 19, 2019
Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. They discuss the latest FOMC statement, recent dislocation in value & growth, outlook on the bond market and more. Link: http://bit.ly/2kU8sp4
Wednesday Sep 18, 2019
Energy Week #16: Abqaiq Processing Facility Attacks and their consequences
Wednesday Sep 18, 2019
Wednesday Sep 18, 2019
This episode focuses entirely on #Abqaiq attacks and their knock-on consequences and effects. Anas Alhajji is boots-on-the-ground, reporting from Riyadh Saudi Arabia and Joe McMonigle joins us from Washington, DC. Link: http://bit.ly/2lWlqmm