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Weekly market commentary by retired Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.
Episodes
Oct 28, 2019
Oct 28, 2019
14 min
All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks.
Link: http://bit.ly/2Jqf7QQ
Oct 24, 2019
Oct 24, 2019
1 hr 12 min
Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more.
Link: http://bit.ly/2BEKcMn
Oct 22, 2019
Oct 22, 2019
14 min
All-Star Prof. Steve Keen is back with an update on the recent surge in populism around the globe and Steve’s outlook for the resolution of the Brexit dilemma
Link: http://bit.ly/31Amewu
Oct 21, 2019
Oct 21, 2019
25 min
All-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation.
Link: http://bit.ly/2Jb9aXV
Oct 17, 2019
Oct 17, 2019
1 hr 24 min
Erik Townsend and Patrick Ceresna welcome Stephanie Pomboy to MacroVoices. They discuss the expansion of the FED’s balance sheet, the significance of the recent liquidity shock and the divergence between corporate profits and S&P and much more. In postgame, Rick Rule joins to discuss the strategies for participating in gold equity bull market.
Link: http://bit.ly/2qnxO0Y
Oct 16, 2019
Oct 16, 2019
13 min
All-Star Julian Brigden weighs in on the Saudi Arabia oil infrastructure attacks, Chinese liquidity, and the Fed’s QE that isn’t QE according to the Fed
Link: http://bit.ly/33CcXFC
Oct 15, 2019
Oct 15, 2019
18 min
All-Star Luke Gromen says the official narrative just failed: The notion that the USD shortage would affect the rest of the world before it would affect the U.S. just collapsed according to Luke, and this creates investable opportunities.
Link: http://bit.ly/35yXnw4
Oct 11, 2019
Oct 11, 2019
21 min
All-Star Louis-Vincent gave returns for a detailed look at markets and an update on the developing situation in Hong Kong
Link: http://bit.ly/2MynZ7S
Oct 10, 2019
Oct 10, 2019
1 hr 18 min
Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. They discuss the economic and liquidity leading indicators, the implications of US-China trade war on the markets, translating economic signals into market decisions and more. Later, Amir Adnani from Uranium Energy Corp joins in the postgame segment.
Link: http://bit.ly/2M2Ke6P
Oct 9, 2019
Oct 9, 2019
20 min
All-Star Danielle DiMartino-Booth is back to take a deeper look at last week’s Jobs report an share her analysis of what it means. Also free issue of Daily Feather newsletter.