Macro Voices

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. 

Link: http://bit.ly/2IABbIj

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”.

Link: http://bit.ly/2mUbElv

All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb

All-star Brent Johnson says that even if Juliette Declercq is proven right and the Fed launches QE4, the reversal in the Dollar’s rise would only be temporary. Stocks higher, gold pullback.

Link: http://bit.ly/2mU4aPG

All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one

All-star Juliette Declercq joins Jeff Snider and Danielle DiMartino Booth in saying the Fed is clueless with respect to the ongoing Repo crisis. Juliette gives the high-level picture to contrast Jeff’s deep analysis of the “plumbing”.

Link: http://bit.ly/2nfMBJi

MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk

Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. They discuss the MOVE index as a leading economic indicator, how the upcoming election may affect both fiscal and monetary policy, and Harley’s article “The Opposite of Bad is Worse” and more. 

Link: http://bit.ly/2lXbae7

Energy Week #17: In the aftermath of Abqaiq

This episode of Energy Week focuses on the future of the oil market and how the #Abqaiq attacks will change energy security policy. ALSO: Big announcement re: the future of Energy Week

Link: http://bit.ly/2nl04zO

All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means

All-Star Prof. Steve Keen is back with his perspective on last week’s repo market dislocation. Spoiler: this was NOT because the fiat system is collapsing, as some crypto die-hards have suggested

Link: http://bit.ly/2mzL5BN

All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!

All-Star Danielle DiMartino-Booth says the Federal Reserve has a serious management problem and is literally out of control.

Link: http://bit.ly/2mn84jd

All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup

All-Star Jeff Snider is back by popular demand to explain why the mainstream explanations for last week’s explosion in repo rates just doesn’t add up with the facts!

Link: http://bit.ly/2mcArQV

Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview

Honte Investments’ hedge fund manager Alex Gurevich was so intrigued by Erik’s interview with Grant Williams that he wanted to add a few thoughts of his own…. Link: http://bit.ly/2kuLbtG