Episodes
Tuesday Dec 31, 2019
Tuesday Dec 31, 2019
Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future.
Link: http://bit.ly/2QFZXKi
Wednesday Dec 25, 2019
All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us
Wednesday Dec 25, 2019
Wednesday Dec 25, 2019
All-Star Luke Gromen says the repo crisis was the Fed’s “Whatever it takes moment”, and balance sheet expansion is the name of the game for the foreseeable future
Tuesday Dec 24, 2019
MacroVoices #199 Art Berman: Crude Oil Special
Tuesday Dec 24, 2019
Tuesday Dec 24, 2019
Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more.
Link: http://bit.ly/35SOKfI
Monday Dec 23, 2019
All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook
Monday Dec 23, 2019
Monday Dec 23, 2019
All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system
Link: http://bit.ly/2Mn3DPr
Thursday Dec 19, 2019
MacroVoices #198 Jim Bianco: Deep dive into fixed income
Thursday Dec 19, 2019
Thursday Dec 19, 2019
Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the horizon for the bond market and the fixed income market & more
Link: http://bit.ly/2tvZOAY
Monday Dec 16, 2019
Monday Dec 16, 2019
All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperformed despite the trade war, & Much more!
Link: http://bit.ly/35sZUri
Thursday Dec 12, 2019
MacroVoices #197 Juliette Declercq: Inflations is not in the cards
Thursday Dec 12, 2019
Thursday Dec 12, 2019
MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo.
Link: http://bit.ly/2Pedb1c
Monday Dec 09, 2019
Monday Dec 09, 2019
All-Star Jeff Snider is back with an update on global U.S. Dollar liquidity and what it means for the global economy and markets.
Link: http://bit.ly/2PusQYZ
Thursday Dec 05, 2019
MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end
Thursday Dec 05, 2019
Thursday Dec 05, 2019
Erik Townsend and Patrick Ceresna welcome Mark Gordon to MacroVoices. They discuss why inventory is not what drives the price, the regime change from the age of peak oil to the age of oil abundance and possible impacts the recession will have on oil prices and more.
Wednesday Dec 04, 2019
All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation
Wednesday Dec 04, 2019
Wednesday Dec 04, 2019
All-star Dr.Pippa Malmgren is back with an update on the rule of Law and the Hong Kong protests, plus why Pippa remains bullish on innovation and global growth
Link: http://bit.ly/2OLPvAZ