Macro Voices

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

Link: http://bit.ly/2tvZOAY

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!

Link: http://bit.ly/35sZUri

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.

Link: http://bit.ly/2Pedb1c

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.

Link: http://bit.ly/2PusQYZ

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. 

Link:http://bit.ly/33OC0EY

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

Link: http://bit.ly/2OLPvAZ

All-Stars #81 Brent Johnson: USD, S&P, China, Canada & Gold

All-Star Brent Johnson is back with an update on the US Dollar, stocks, China, Canadian interest rates, Gold & More!

Link: http://bit.ly/34HG9fd

MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update

Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. They discuss the uptrend of electric vehicles, what is going to be the mode of power in the future and how it will be delivered, and how replacing petroleum may impact geopolitics. 

Link: http://bit.ly/2OOtrEB

All-Stars #80 Prof. Steve Keen: QE by any other name is still QE!

All-Star Prof. Steve Keen is back, and he says the Fed can call it whatever they want, but what they’re doing is still Quantitative Easing.

Link: http://bit.ly/37C2xbA

MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy

Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more.

Link: http://bit.ly/337McIp