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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
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Thursday Aug 25, 2016
Thursday Aug 25, 2016
Erik Townsend and Aaron Chan welcome Dr. Gary Shilling to MacroVoices. Erik and Gary discuss the continued perception of the U.S. Dollar as a safe haven currency, why the long-bond trade isn't over and the forces driving yields lower, reasoning behind going long defensive stocks despite a bearish view on equities, and much more.
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