Macro Voices

MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. 

Link: https://bit.ly/3fIMBIG

All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update

All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath.

Link: https://bit.ly/2SW5aPP

MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus

MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next.

Link: https://bit.ly/2Wce4dY

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

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.

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

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

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

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

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