Macro Voices

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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. 


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


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.


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


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.


October 9, 2019  

All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data

All-Star Danielle DiMartino-Booth is back to take a deeper look at last week’s Jobs report an share her analysis of what it means. Also free issue of Daily Feather newsletter.


October 8, 2019  

All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios

All-Star Jeff Snider responds to listeners who have questioned how Jeff can say there’s a treasury shortage when bid-to-cover ratios are declining in treasury auctions.


October 7, 2019  

All-Stars #66 Juliette Declercq: Break or Bounce time is here!

All-Star Juliette Declercq says it’s time for the global economy to either break or bounce. Hear Juliette explain in detail in this episode.


October 3, 2019  

MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance

Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more. 


October 2, 2019  

All-Stars #65 Luke Gromen: The Narrative Failure is upon us!

All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”.