Macro Voices

MacroVoices #183 Grant Williams: Gold’s rise has just begun

Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss global negative yielding debt, outlook on Gold and what effect recession will have on the US stock market & more.

All-Stars #52 Brent Johnson: Dollar breakout set to continue higher

All-Star Brent Johnson says the U.S. Dollar breakout is set to continue higher. Brent still expects a pullback in gold, but sees it moving higher long-term. Link: http://bit.ly/2jZsUV0

All-Stars #51 Luke Gromen: USD faces day of reckoning when it becomes clear Fed will have to monetize gov’t deficits

All-Star Luke Gromen explains why the Fed will soon be forced to monetize U.S. government deficits, and why that has to spell serious trouble for the USD. Link: http://bit.ly/2kgI1tx

MacroVoices #182 Summer Special Part 2: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss financial repression, outlook on US dollar, Europe, the ECB and Christine Lagarde & more. Link: http://bit.ly/2ZybGkr

All-Stars #50 Prof. Steve Keen: Why BOE’s Mark Carney just pitched a global digital reserve currency at Jackson Hole and how central bankers think abo...

All-Star Prof. Steve Keen explains why central bankers often make their boldest moves on their way OUT of office and what drove Mark Carney to propose a CBDC reserve currency at Jackson Hole Link: http://bit.ly/2Zr4oQo

All-Stars #49 Jeff Snider: Yield curves don’t lie. But central bankers sometimes do.

All-Star Jeff Snider explains why Janet Yellen is wrong to think term premia explain why the bond market is signaling deflation. Great slide deck too! Link: http://bit.ly/2zoJVvS

MacroVoices #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss the FOMC statement, risks of a recession in the U.S. and inflation risks moving forward, and much more. Link: http://bit.ly/31UNp5C

All-Stars #48 Dr. Pippa Malmgren: It’s not really 1929. Don’t panic.

All-Star Dr. Pippa Malmgren is back. She disagrees with the many market observers who believe we’re on the edge of the cliff, and offers bullish arguments for markets & the economy. Link: http://bit.ly/2ZkMaz4

All-Stars #47 Luke Gromen: It’s not Stocks or Bonds but the USD that is the “odd man out”

All-Star Luke Gromen is back for another fantastic All-Stars Interview. Why it’s the USD (not stocks or bonds) that is mispriced, and why it sets up an equity bear trap. Great interview! Link: http://bit.ly/2Z2EBxn

All-Stars #46 Prof. Steve Keen: Yield curve inversion, recession & private debt

All-Star Prof. Steve Keen is back for another great interview. Steve still doesn’t expect a MAJOR U.S. recession, but concedes the yield curve inversion is a signal to be taken seriously. More perspective on policy failure. Link: http://bit.ly/2TBOJaJ