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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
Episodes
Dec 31, 2019
Dec 31, 2019
1 hr 20 min
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
Dec 25, 2019
Dec 25, 2019
23 min
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
Dec 24, 2019
Dec 24, 2019
1 hr 19 min
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
Dec 23, 2019
Dec 23, 2019
19 min
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
Dec 19, 2019
Dec 19, 2019
1 hr 25 min
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
Dec 16, 2019
Dec 16, 2019
18 min
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
Dec 12, 2019
Dec 12, 2019
1 hr 26 min
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
Dec 9, 2019
Dec 9, 2019
26 min
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
Dec 5, 2019
Dec 5, 2019
1 hr 36 min
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.
Dec 4, 2019
Dec 4, 2019
19 min
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