Macro Voices

All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective

All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook

Link: http://bit.ly/2O3C7Yt

All-Stars #78 Jeff Snider : Market complacency is misplaced!

All-Star Jeff Snider says markets are breathing a sigh of relief that the recession scare is over, but this complacency is misplaced!

Link: http://bit.ly/32ZfU29

MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. They discuss late cycle dynamics, how the CTA position estimating model works and if it’s time to buy gold & more. 

Link: http://bit.ly/2KoEGCh

All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!

All-Star Luke Gromen returns with an update on monetary policy and market outlook.

Link: http://bit.ly/2qSMRje

All-Stars #76 Juliette Declercq: Equity rally set to continue

All-star Juliette Declercq returns with an update on her views on monetary policy and the equity market rally, which she says is set to continue higher.

Link: http://bit.ly/2rrh5Ky

MacroVoices #192 Keith McCullough : Inflation Accelerating

Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more.

Link: http://bit.ly/2JYhb2E

All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest

All-Star Dr. Pippa Malmgren explains why the explosion in civil unrest around the globe is all about breakdown of the social contract. Also Trump News Network and market outlook.

Link: http://bit.ly/2CazFJ1

MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!

Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more. 

Link: http://bit.ly/2JC44nC

All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!

All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks.

Link: http://bit.ly/2Jqf7QQ

MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system

Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more. 

Link: http://bit.ly/2BEKcMn