Macro Voices

All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up

All-Star Luke Gromen responds to Jeff Snider's All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it’s about domestic private sector balance sheet capacity. Link: http://bit.ly/2XVNVmh

All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut

All-Star Danielle DiMartino-Booth explains “Double Easing” (rate cuts and QE at the same time) and why it’s a possibility, and explains why the stock market can rally a bit longer despite the global growth slowdown. Link: http://bit.ly/2YfP1c2

MacroVoices #176 Jim Rickards on his new book, Aftermath

Erik Townsend and Patrick Ceresna welcome Jim Rickards to MacroVoices. Erik and Jim discuss the progression of growing debt, the cost of low growth and high debt, and Jim’s new book “Aftermath: Seven Secrets of Wealth Preservation in the Coming Chaos” Link: http://bit.ly/2SliM5K

Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle

Energy Week covers the price reversal, Iran policy, EIA, Venezuela & Canadian crude differentials. Panel Anas Alhajji, Joe McMonigle and Patricia Hemsworth with host Erik Townsend. Link: http://bit.ly/2Y6gM6B

All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted

All-Star Prof.Steve Keen pulls no punches telling Erik Townsend how and why the field of economics lost touch with the real world. Link: http://bit.ly/2JLJ3WO

All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER

All-Star Jeff Snider explains why the Fed's IOER hasn't worked as a ceiling over Fed Funds, and the significance of each, including the recent move of FF well above IOER and how this relates to the EuroDollar System.

Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq

Fund manager Alex Gurevich is in the hot seat this month, pitching his “perfect trade” from 2014 long bonds and short the Euro. Alex explains why he believes this was truly a ‘perfect’ can’t lose trade, then we translate to current markets. Link: http://bit.ly/2G8uawM

All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar

All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C

MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs

Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss the theories on the length of this market cycle, outlook on the dollar and bond yields, and the unwind of institutional risk parity trade and much more. Link: http://bit.ly/2xKZugy

Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman

Energy Week episode #10: What’s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation. Link: http://bit.ly/2LKEOxu