Welcome to Macro Voices

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

• Why uranium and why now?
• Political and geopolitical considerations
• Understanding the royalty and streaming business
• Uranium royalties
• Private placements in a streaming model
• Understanding warrants on resource companies
• Focusing on companies that are acquisition targets

Information about Marin Katusa's Premium Research 

MacroVoices LIVE Toronto 2018 - Trailer for Video Access

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Erik Townsend and Patrick Ceresna welcome Danielle DiMartino Booth to MacroVoices. Erik and Danielle discuss:

• Jay Powell as the new Fed Chair
• Jackson Hole – Draghi and Kuroda absence
• Jackson Hole – How did Powell do?
• Impacts from the trade war
• Should markets be concerned about QT
• Impact of the rising dollar on Fed policy
• Where is the economy headed?
• Inflation expectations moving forward
• Economic outlook in Europe and China
• What is the trade into the year end?

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Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss:

• Considerations on Federal Reserve Intervention
• Switzerland as a major supplier of dollars
• Structural changes to the Eurodollar System
• Riskless return shifts to returnless risk
• Banks simply do not want to do it anymore
• Impact to sustained economic growth
• Impact on global economies including EM and China

We strongly recommend that you download the chart book that accompanies this interview, and Erik and Jeff will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register.  Once logged in, click “Research Library” and Guest Publications near the top of the page. From there you can download the PDF.

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Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss:

• Collateral problems with gold in 2008
• Liquidity risk, not credit
• Basic Interbank Function – Basel ‘Conjuring’
• Larger issue of balance sheet capacity
• Management of the asset side – dark leverage
• Impaired assets and OTTI
• Negative swap spreads assaulting conventional financial sense
• Pro-cyclical positive monetary feedback loop
• Balance sheet capacity – the modern bank run

We strongly recommend that you download the chart book that accompanies this interview, and Erik and Jeff will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register.  Once logged in, click “Research Library” and Guest Publications near the top of the page. From there you can download the PDF.

Click here to register for access to supporting materials.

Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (55.73 MB) . | Download the podcast transcript:  pdf Here (327 KB)

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Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss:

• The Lost Dollar Decade
• LIBOR and EFF spreads over Fed funds target
• Global dollar markets in perspective
• Into the shadows of the crisis
• Financial crisis and the gross outstanding CDS
• CDS liquidity crisis

We strongly recommend that you download the chart book that accompanies this interview, and Erik and Jeff will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register.  Once logged in, click “Research Library” and Guest Publications near the top of the page. From there you can download the PDF.

Click here to register for access to supporting materials.

Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (61.37 MB) . | Download the podcast transcript:  pdf Here (317 KB)

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Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss:

• Drivers behind the everything bubble
• Will Quantitative Tightening be a trigger?
• Is this a topping process in the markets?
• Impacts of a high degree of market leverage
• The Buffet yard stick
• What is in store for the FAANG stocks?
• How to position yourself defensively in this market?
• Positioning on agricultural and gold mining stocks
• Inflation and the risks of an inflation pickup

Throughout the interview Erik and Jesse refer to the chart book.  This chart book is available free for registered users.  Register now for free and find the links below. 

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SPECIAL POST GAME GUEST- Brent Johnson: CEO of Santiago Capital

Erik Townsend and Patrick Ceresna welcom Brent Johnson to the show to discuss everything gold.  They discuss the dollar, short-term and long-term outlook for gold.  

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SPECIAL POST GAME GUEST- Angie Setzer @GoddessofGrain

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

• Trump, art of the deal, trade wars
• North Korea, a renegade or Chinese puppet
• Russia, Syria, US and chemical warfare
• Russia and a new global reserve currency
• Facebook’s impact on geo-politics and financial markets
• Where is social media data mining leading us?
• The Leadership Lab: Understanding Leadership in the 21st century

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Erik Townsend and Patrick Ceresna welcome Chris Cook to MacroVoices. Erik and Chris discuss:

• How regulators look at markets
• The blow out of time spreads in WTI
• Oil deals outside of the market
• Syncrude going offline and its impact
• What is the “big long” and what it predicts
• Who is buying futures contracts 2.5 years out and why?
• Dark inventory, what is it and how does it fit into the big picture?
• Energy dominance and the white house
• China and the Petro-Yuan contract
• Gaming US exports and inventory
• Time spreads and war

SPECIAL POST GAME GUEST-  Josh Steiner:  Update on Australian and U.S. Housing Markets. 

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