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Energy Week featuring Art Berman, Chris Cook and Patricia Hemsworth covers the super-drawdown, price reaction, Iran, Pemex Hedge & more.
Link: http://bit.ly/2SDxxRr
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2019-07-24 |
MacroVoices |
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All-Star Julian Brigden on the implications of deflation for the Pension system, whether a recession is possible without a yield curve inversion, and the 10yr yield outlook.
Link: http://bit.ly/2y7edTn
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2019-07-23 |
MacroVoices |
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All-Star Luke Gromen responds to Jeff Snider's All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it’s about domestic private sector balance sheet capacity.
Link: http://bit.ly/2XVNVmh
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2019-07-22 |
MacroVoices |
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All-Star Danielle DiMartino-Booth explains “Double Easing” (rate cuts and QE at the same time) and why it’s a possibility, and explains why the stock market can rally a bit longer despite the global growth slowdown.
Link: http://bit.ly/2YfP1c2
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2019-07-19 |
MacroVoices |
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Erik Townsend and Patrick Ceresna welcome Jim Rickards to MacroVoices. Erik and Jim discuss the progression of growing debt, the cost of low growth and high debt, and Jim’s new book “Aftermath: Seven Secrets of Wealth Preservation in the Coming Chaos”
Link: http://bit.ly/2SliM5K
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2019-07-18 |
MacroVoices |
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Energy Week covers the price reversal, Iran policy, EIA, Venezuela & Canadian crude differentials. Panel Anas Alhajji, Joe McMonigle and Patricia Hemsworth with host Erik Townsend.
Link: http://bit.ly/2Y6gM6B
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2019-07-17 |
MacroVoices |
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All-Star Prof.Steve Keen pulls no punches telling Erik Townsend how and why the field of economics lost touch with the real world.
Link: http://bit.ly/2JLJ3WO
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2019-07-16 |
MacroVoices |
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All-Star Jeff Snider explains why the Fed's IOER hasn't worked as a ceiling over Fed Funds, and the significance of each, including the recent move of FF well above IOER and how this relates to the EuroDollar System.
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2019-07-15 |
MacroVoices |
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Fund manager Alex Gurevich is in the hot seat this month, pitching his “perfect trade” from 2014 long bonds and short the Euro. Alex explains why he believes this was truly a ‘perfect’ can’t lose trade, then we translate to current markets.
Link: http://bit.ly/2G8uawM
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2019-07-12 |
MacroVoices |
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All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar.
Link: http://bit.ly/2LQ6b9C
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2019-07-12 |
MacroVoices |
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Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss the theories on the length of this market cycle, outlook on the dollar and bond yields, and the unwind of institutional risk parity trade and much more.
Link: http://bit.ly/2xKZugy
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2019-07-11 |
MacroVoices |
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Energy Week episode #10: What’s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation.
Link: http://bit.ly/2LKEOxu
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2019-07-10 |
MacroVoices |
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All-Star Luke Gromen tells Erik Townsend he understands and agrees with the “global dollar squeeze” argument, but it doesn’t deter him from being bullish Gold, Bitcoin, and risk assets generally.
Link: http://bit.ly/2LdwKpt
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2019-07-10 |
MacroVoices |
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All-Star Brent Johnson tells Erik Townsend he's not chasing gold at these prices, and his conviction that the USD is headed much higher has never been stronger. Brent also thinks SPX 4000 is possible in the next 2-3 years.
Link: http://bit.ly/2LdZvlR
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2019-07-09 |
MacroVoices |
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All-star Louis-Vincent Gave tells Erik Townsend that $13.5tn of negative-yielding sovereign debt around the world is a sign the global economy is in serious trouble. U.S. Stocks may be at all-time highs, but the rest of the world is in decline.
Link: http://bit.ly/2XKIfuH
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2019-07-08 |
MacroVoices |
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Today's All-Star Dr.Pippa Malmgren says why privacy will be the governance issue of our time. Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/617-all-stars-27-pippa-malmgren-don-t-underestimate-the-importance-of-data-security
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2019-07-05 |
MacroVoices |
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Erik Townsend and Patrick Ceresna welcome John Netto to MacroVoices. Erik and John discuss what’s driving this market, where is gold heading next and how to apply sentiment indicators to investing strategy. Link -> https://www.macrovoices.com/614-john-netto
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2019-07-04 |
MacroVoices |
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After Juliette Declercq stirred up some commotion with her tweet asking whether it makes sense for lawyers to be in charge of the 2 main central banks, we wanted the full story…
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2019-07-04 |
MacroVoices |
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This week's panel includes Ole Hansen and Chris Cook. Topics include G20, OPEC+, market reaction to both, and Chris takes a deep dive on forward curves.
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2019-07-03 |
MacroVoices |
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All-Star Danielle DiMartino Booth tells host Erik Townsend that the U.S. is anything but immune to the global economic recession that is now beginning. Also Fed vs. Trump and why it's important to have an independent Fed. Direct Link -> https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/613-all-stars-25-danielle-dimartino-booth
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2019-07-03 |
MacroVoices |
