Welcome to Macro Voices

Erik Townsend and Patrick Ceresna welcome Charlie McElligott back to MacroVoices. Erik and Charlie discuss:

• China Trade Collapse
• Update on China Credit Impulse
• PBoC Liquidity Operations
• Bear market rally or continuation of bull market?
• Fading the Fed’s economic optimism
• Sequencing that could cause a force in on the equity markets
• CTA Model Positioning across asset classes
• Positioning in risk parity funds
• Purge in equity fund flows in Q4 2018
• Fear the steepener

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Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss:

• Update on uranium and uranium producers
• Outlook on oil prices
• Opportunities in the steel industry
• Investing in the diamond industry
• What is happening in the resource industry?
• How to be a successful resource investor

Katusa Research Promo for MacroVoice Listeners

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Join Erik Townsend and Patrick Ceresna as they spend an episode reviewing the best market calls of 2018:

• Calling the top of Bitcoin
• Francesco Filia and Kevin Muir on the VIX ETNs
• Chris Cole on VIX and system risks
• Darius Dale on Chinese economy
• Buy the dip calls in Q2
• Russell Napier on the Emerging Markets
• David Rosenberg on markets and corporate bonds
• Jesse Felder on the FAANG
• Charlie McElligott on liquidity
• Keith McCullough on bond yields peaked

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SPECIAL POST GAME GUEST- BRENT JOHNSON 

• Where is the U.S. Dollar going post FOMC
• What is the outlook for gold
• Where are the stock markets going next

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SPECIAL POST GAME GUEST- LOUIS-VINCENT GAVE - AN IMPORTANT CROSSROAD

• Why a Liquidity Squeeze?
• Havoc in the US corporate bond market
• The end of Chin-America

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Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss:

• Impact of trade war on the global economy
• PBOC and Chinese monetary policy
• Global growth outlook
• U.S. Dollar and U.S. monetary policy outlook
• Is the Powell dovish pivot a game changer?
• What is in the cards for 2019?
• Perspective on U.S. housing and its impact
• Political turmoil in France and outlook on Europe

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Erik Townsend and Patrick Ceresna welcome Julian Brigden back to MacroVoices. Erik and Julian discuss:

• What is driving the bond market right now?
• Is it all about demographics?
• The global excesses in the equity markets
• Are the U.S. housing markets overpriced?
• Where is the next trade in treasuries?
• Putting on the steepener
• Is the stock market due for a big bubble bounce?
• Inflation considerations in 2019
• What is the next move for the Fed?

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SPECIAL POST GAME GUEST- Art Berman

Art joins Erik and Patrick to discuss the current bear market in oil and asking where is the right price for oil. Chart book available to registered listenered. 

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Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss:

• How the investment landscape has evolved?
• Marginal rates of change in growth and inflation
• Why are deflationary pressures on the horizon? 
• Global economic landscape
• Staying ahead of the curve with the study of rates of change
• U.S. real GDP and CPI forecasts
• Key macro themes into the year-end
• Closer look at the underlying drivers going into 2019
• Are companies likely to experience a margin squeeze
• Trouble for China in 2019

TD/TMX Options Education Day - Free to attend - November 21, 2018

BONUS: Beyond Blockchain, The Death of the Dollar and the Rise of Digital Currency - Chapter 1 Preview

by Erik Townsend

The cryptocurrency trend of the past few years has continued to grow despite widespread predictions that it would just be a flash in the pan. Blockchain is suddenly everyone's favorite buzzword. But what if there's more to this story than meets the eye? What if Digital Currency is about to change the world in ways beyond our imagination? And what if geopolitical forces our politicians don't even understand have already inspired China and Russia to use Digital Currency to attack the U.S. Dollar's dominance over the global financial system?

Erik covers these subjects and more in his recently published book.Listen to a preview of Chapter 1 here.

For more information and to order the paperback, Kindle, or audiobook Click Here

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Erik Townsend and Patrick Ceresna welcome Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

• Opportunities on drone technology
• The leaders in unmanned aerial vehicles
• Data privacy in the firmware
• Drones and risks in being used for terrorism
• Leadership and the new paradigms
• Speed of technological change and government
• Situational awareness

MacroVoices LIVE - VANCOUVER 2019 - Early Bird Special Available Now

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