Welcome to Macro Voices

Erik Townsend and Patrick Ceresna welcome back Alex Gurevich to MacroVoices. Erik and Alex discuss:

• Bigger picture outlook in the business cycle
• Perspective on the yield curve steepener
• Outlook Treasury bonds
• Where is the dollar trend heading next?
• Quantitative tightening and easing in this cycle
• Australian and Canadian economies
• Outlook on Chinese economy
• What is on the horizon for Japan?
• What is in the future for Europe?
• Where is gold heading in the bigger picture?
• Interest rates as a predictor of equity markets

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SPECIAL POST GAME GUEST- MACRO TOURIST KEVIN MUIR discussing Modern Monetary Theory 

The Macro Tourist - Everything you wanted to know about MMT (but were afraid to ask)

Watch Erik Townsend joining Patrick Ceresna and Kevin Muir on the new Market Huddle Show https://markethuddle.com/

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Erik Townsend and Patrick Ceresna welcome Russell Napier back to MacroVoices. Erik and Patrick discuss:

• Where are treasury bonds heading next?
• Foreign buyers of treasury bonds
• How does China effect global growth?
• Tightening of Chinese monetary policy
• Which central bank is dictating global inflation
• Fed policy and the trend of monetary policy
• Outlook for developed stock markets
• Consequences of loose monetary policy
• Is the decade long bull market over?
• Is the Fed out of bullets?
• Outlook for the U.S. Dollar

Russell Napiers: A Practical History of Financial Markets Course Details

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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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