Macro Voices

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December 31, 2019  

MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications

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. 


December 25, 2019  

All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us

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


December 24, 2019  

MacroVoices #199 Art Berman: Crude Oil Special

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.



December 23, 2019  

All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook

All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system


December 19, 2019  

MacroVoices #198 Jim Bianco: Deep dive into fixed income

 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


December 16, 2019  

All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high

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!


December 12, 2019  

MacroVoices #197 Juliette Declercq: Inflations is not in the cards

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.


December 9, 2019  

All-Stars #83 Jeff Snider: Objective analysis of global USD liquidity yields a different story than financial media are telling

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.


December 5, 2019  

MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end

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. 


December 4, 2019  

All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation

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


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