Macro Voices

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October 31, 2019  

MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!

Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more. 

Link: http://bit.ly/2JC44nC

October 28, 2019  

All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!

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

October 24, 2019  

MacroVoices #190 Diego Parrilla: They’ll change the rules to bail out the system

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

October 22, 2019  

All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update

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 

October 21, 2019  

All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation

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

October 17, 2019  

MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits

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

October 16, 2019  

All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE

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

October 15, 2019  

All-Stars #70 Luke Gromen: The official narrative just FAILED!

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

October 11, 2019  

All-Stars #69 Louis-Vincent Gave: Rangebound Markets

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

October 10, 2019  

MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges

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

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