Macro Voices show

Macro Voices

Summary: Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

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  • Artist: Hedge Fund Manager Erik Townsend
  • Copyright: Copyright 2016 © Erik Townsend | Macro Voices – All rights reserved

Podcasts:

 All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one | File Type: audio/mpeg | Duration: 11:59

All-star Juliette Declercq joins Jeff Snider and Danielle DiMartino Booth in saying the Fed is clueless with respect to the ongoing Repo crisis. Juliette gives the high-level picture to contrast Jeff’s deep analysis of the “plumbing”. Link: http://bit.ly/2nfMBJi

 MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk | File Type: audio/mpeg | Duration: 01:11:04

Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. They discuss the MOVE index as a leading economic indicator, how the upcoming election may affect both fiscal and monetary policy, and Harley’s article “The Opposite of Bad is Worse” and more.  Link: http://bit.ly/2lXbae7

 Energy Week #17: In the aftermath of Abqaiq | File Type: audio/mpeg | Duration: 01:04:57

This episode of Energy Week focuses on the future of the oil market and how the #Abqaiq attacks will change energy security policy. ALSO: Big announcement re: the future of Energy Week Link: http://bit.ly/2nl04zO

 All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means | File Type: audio/mpeg | Duration: 13:05

All-Star Prof. Steve Keen is back with his perspective on last week’s repo market dislocation. Spoiler: this was NOT because the fiat system is collapsing, as some crypto die-hards have suggested Link: http://bit.ly/2mzL5BN

 All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is! | File Type: audio/mpeg | Duration: 22:32

All-Star Danielle DiMartino-Booth says the Federal Reserve has a serious management problem and is literally out of control. Link: http://bit.ly/2mn84jd

 All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup | File Type: audio/mpeg | Duration: 35:52

All-Star Jeff Snider is back by popular demand to explain why the mainstream explanations for last week’s explosion in repo rates just doesn’t add up with the facts! Link: http://bit.ly/2mcArQV

 Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview | File Type: audio/mpeg | Duration: 24:57

Honte Investments’ hedge fund manager Alex Gurevich was so intrigued by Erik’s interview with Grant Williams that he wanted to add a few thoughts of his own…. Link: http://bit.ly/2kuLbtG

 MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating | File Type: audio/mpeg | Duration: 01:05:18

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. They discuss the latest FOMC statement, recent dislocation in value & growth, outlook on the bond market and more. Link: http://bit.ly/2kU8sp4

 Energy Week #16: Abqaiq Processing Facility Attacks and their consequences | File Type: audio/mpeg | Duration: 55:37

This episode focuses entirely on #Abqaiq attacks and their knock-on consequences and effects. Anas Alhajji is boots-on-the-ground, reporting from Riyadh Saudi Arabia and Joe McMonigle joins us from Washington, DC. Link: http://bit.ly/2lWlqmm

 All-Stars #59 Julian Brigden: Can the Fed still save us from recession? | File Type: audio/mpeg | Duration: 15:45

MI2 Partners founder Julian Brigden is back with an update on recession outlook, fixed income, and the geopolitical events of last weekend. Link: http://bit.ly/2kntsUS

 All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next | File Type: audio/mpeg | Duration: 32:08

All-Star Dr. Pippa Malmgren is back with a fantastic geopolitics interview focusing on the #Abqaiq (Saudi) drone attacks. Don’t miss this one, gang! Link: http://bit.ly/2mfWoi5

 All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth | File Type: audio/mpeg | Duration: 18:03

All-Star Louis-Vincent Gave explains last Monday’s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more. Link: http://bit.ly/2mdWGGd

 All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth | File Type: audio/mpeg | Duration: 18:03

All-Star Louis-Vincent Gave explains last Monday’s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more. Link: http://bit.ly/2mdWGGd

 MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System | File Type: audio/mpeg | Duration: 52:39

When private investor Bob Coleman set out to find a place to store his own precious metals OUTSIDE the financial system, he found all the vaulting services had conflicts of interest, so he started his own! Link: http://bit.ly/2lMOzAv

 MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified | File Type: audio/mpeg | Duration: 01:33:41

Erik Townsend and Patrick Ceresna welcome Jeff Snider and Luke Gromen to MacroVoices. They discuss the impact of changing Eurodollar markets, the global dollar liquidity shortage and the future changes in global reserve currencies and more. Link: http://bit.ly/2lOWHQP

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