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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
Episodes
Jun 28, 2019
Jun 28, 2019
16 min
All-Star Luke Gromen says the long gold, long bitcoin, short U.S. Dollar trade is just getting started.
Jun 27, 2019
Jun 27, 2019
1hr 45 min
Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss his outlook on uranium, perspective on shale oil over the next decade, and how to play the energy sector.
Jun 26, 2019
Jun 26, 2019
57 min
This week's Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart. Topics: Massive EIA inventory drawdowns, lower Brent+WTI open interest, PES Fire, OPEC+ G20 & More.
Jun 25, 2019
Jun 25, 2019
17 min
All-star Julian Brigden opines on the China-U.S. trade negotiations, middle-east geopolitical tensions, and much more.
Jun 21, 2019
Jun 21, 2019
17 min
Today's Macrovoices All-Star Louis-Vincent Gave weighs in on the protests which brought 25% of Hong Kongers to the streets and opines on the longer term outlook for the Chinese Yuan
Jun 20, 2019
Jun 20, 2019
1hr 25 min
Erik Townsend and Patrick Ceresna welcome Greg Weldon to MacroVoices. Erik and Greg discuss his outlook on the dollar, possible dollar breakout and its risks on gold and using commodity indicators as economic indicators.
Jun 19, 2019
Jun 19, 2019
51 min
This week's ENERGY WEEK features Anas Alhajji, Joe McMonigle and Patricia Hemsworth. Gulf tanker attacks and their consequences, China Trade, G20, OPEC+ and much more.
Jun 18, 2019
Jun 18, 2019
10 min
Today's MacroVoices All-Star Prof.Steve Keen recaps his recent trip to Sweden for the Central Bank Digital Currency conference, and comments on Swedish and Nordic economic outlooks.
Jun 17, 2019
Jun 17, 2019
14 min
Today's MacroVoices All-Star is JDI Research founder Juliette Declercq. Juliette weighs in on what we can expect from this week's FOMC statement, and the disparity between equity and fixed income markets discounting different growth expectations. Also Yuan deval risk.
Jun 14, 2019
Jun 14, 2019
18 min
All-Star Danielle DiMartino Booth is on fire this week! Danielle says the Fed's language change at the Chicago conference can only mean one thing: They're getting markets ready for NIRP. Not ZIRP, but NIRP!