Macro Voices

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April 30, 2020  

MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market 

Link: https://bit.ly/2xrUpgO

April 29, 2020  

All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)

All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.

April 27, 2020  

Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco

The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market!

Link: https://bit.ly/2zuF2ok

April 23, 2020  

MacroVoices #216 David Rosenberg: Stagflation is coming but not yet

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more.

Link: https://bit.ly/2S4WOoF

April 20, 2020  

All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality

All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis.

Link: https://bit.ly/3cChnRl

April 16, 2020  

MacroVoices #215 Chris Cole: Dragon portfolio revisited in the eye of the storm

MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole to the show to give us a recap on what dragon portfolio is, how it has performed in the COVID-19 crisis and what implications a dragon portfolio can face in secular inflation & more.

Link: https://bit.ly/3et5EWP

April 13, 2020  

All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19

All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market

Link: https://bit.ly/2Xx20VL

April 9, 2020  

MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis

MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more.

Link: https://bit.ly/3c7Doaa

April 8, 2020  

Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.

CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works.

Link: https://bit.ly/3dYyCO2

April 7, 2020  

All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis

All-Star Dr. Pippa Malmgren returns to share her insights on whether the virus or the government ‘cure’ will be worse, and what lies ahead for the U.S. economy

Link: https://bit.ly/2JO2FKE

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