Macro Voices

Marin Katusa: The setup for Uranium is better now than any time in the last decade

Erik Townsend and Patrick Ceresna welcome Marin Katusa back to MacroVoices. Erik and Marin discuss uranium and why it is an opportunity now and the political and geopolitical considerations in picking your investments. They further discuss the royalty and streaming business model for uranium and the private placement opportunities in the streaming model. They further discuss warrants on resource companies and what to focus on when looking for companies that are acquisition targets.

Danielle DiMartino Booth: Jay Powell is a new breed of Fed Chairman

Erik Townsend and Patrick Ceresna welcome Danielle DiMartino Booth to MacroVoices. Erik and Danielle discuss Jay Powell as the new Fed Chair. They discuss Jackson Hole, how Powell did and the absence of Draghi and Kuroda. They further discuss the impacts from the trade war, markets reaction to quantitative tightening, Fed policy and the economy. They further touch on inflation expectations, Europe and the outlook for China.

EuroDollar University, Season 2, Part 3

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 3 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff delve in the federal reserve intervention, the structural changes in the Eurodollar system and the shift in bank views from riskless return to returnless risk. They further look into its impact on sustained economic growth and impact on global economies.

EuroDollar University, Season 2, Part 2

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 2 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the collateral problems with gold during 2008. Jeff explains why the crisis was a liquidity risk, not a credit risk. They elaborate on the basic interbank functions, balance sheet capacity, negative swap spreads and the pro-cyclical positive monetary feedback loop.

EuroDollar University, Season 2, Part 1

Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 1 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the lost dollar decade and put into context the global dollar markets. They further dive into the shadows of the great financial crisis and the liquidity crisis in the CDS markets.

Jesse Felder: Equity Markets are in a Topping Process

Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss drivers behind the everything bubble, and will quantitative tightening be a trigger? Impacts of market leverage, the Buffet yard stick and what is in store for the FAANG stocks.

Martin Armstrong: There is no alternative to the Equity Market

Erik Townsend and Patrick Ceresna welcome back Martin Armstrong to MacroVoices. Erik and Martin discuss if there is room for the equity bull market to continue. They further discuss the outlook on global bond, U.S. Dollar, and gold. They further discuss the geopolitics in Europe, Russia and China and look at domestic politics in the U.S. going into the mid-term elections.

David Rosenberg: The top is probably in already

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik asks Dave if there is one more leg higher in the S And P 500 or is the top in? They further discuss the outlook on junk and investment grade bonds and how to play the short on low grade corporates. They further discuss inflation, USD, the business cycle and where yields are heading from hear. The end with the outlook on the Canadian dollar and the Canadian housing cycle.

Dr. Pippa Malmgren: Social Media Data Mining is the new Geopolitical Frontier

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss Trump, art of the deal, trade wars and North Korea. They further discuss Russia, Syria, US and chemical warfare and global de-dollarization. They finally end discussing Facebook’s impact on geo-politics and financial markets, social media data mining and the Leadership Lab: Understanding Leadership in the 21st century

Chris Cook: Energy Markets are Manipulated in Multiple Timeframe

MacroVoices welcomes Chris Cook to the show. Erik and Chris discuss the blow out of time spreads in WTI, oil deals outside of the market and the impact of Syncrude going offline. They further discuss dark inventories, what is it and how does it fit into the big picture. They further discuss the China and the Petro-Yuan contract and gaming US exports and inventories.