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
ENERGY WEEK #3 features Anas Alhajji, Patricia Hemsworth, and Art Berman. Topics: Geopolitics/Iran, disparity of front month prices and forward curve backwardation, and WTI-Brent Spread.
Today’s MacroVoices All-Star is Professor SteveKeen, who weighs in on Richard Vague’s new book, A Brief History of Doom. Steve says Vague has it exactly right, and his analysis of what caused 2008’s Great Financial Crisis jibes almost exactly with Steve’s own analysis of that event.
Juliette Declercq believes the surprise outcome of the Australian elections is an important signal as the global populist movement calls for more socialism, yet Australia’s Labor Party was defeated in a surprise ‘upset’ election. Juliette examines the costs of socialism and concludes that deficit spending can continue indefinitely, until inflation re-emerges as a macro risk.
oday’s MacroVoices All-Star is @SantiagoAuFund and he says once we get through this soft patch, MUCH higher stock prices are possible. He says it’s all about U.S. stocks becoming a safe-haven for foreigners as USD appreciation enhances foreign returns.
Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss where leading indicators are pressuring US dollar, outlook on US equities and bonds, perspective on the Fed’s cut to its IOER and more.
ENERGY WEEK is a new weekly podcast all about crude oil and energy markets for investors. Our host Erik Townsend discusses Geopolitics, Bull/Bear cases & Price Outlook with this week's panelists.
MI2 Partners founder Julian Brigden explains why the Fed is already late to cut interest rates, and the reason has nothing to do with a China-U.S. trade war.
On today's episode of MacroVoices All Stars, Danielle DiMartino Booth joins our host Erik Townsend to talk about why she thinks Jay Powell is "the Grinch that stole liquidity"
On today's episode of MacroVoices All Stars, Luke Gromen joins our host Erik Townsend to discuss the trade war between US and China
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss the impact of policy change on the yield curve, the drivers of volatility in rates, and futures driven equity unwind and more.
The inaugural episode of MacroVoices ENERGY WEEK features panelists Art Berman, Anas Alhajji and Patricia Hemsworth. Topic 1: Glut or crisis on the horizon? Topic 2: Crude Quality Matters. This new weekly podcast is all about crude oil & energy markets.
Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss the current status of inflation, the FED’s failure to meet its inflation mandate, and what is ahead for policy path and inflation outlook.
MacroVoices HOT TOPICS are a new offering in conjunction with MacroVoices Premium. Hot Topics interviews are scheduled and produced in reacting to events that come up in markets, independent of our regular podcasts in which the guests are usually scheduled in advance. Today’s Hot Topic is fund manager Kyle Bass’ recent investor letter questioning Hong Kong’s ongoing relevance in the global financial system. Louis-Vincent Gave runs Gavekal, a Hong Kong-based institutional advisor. In today’s Hot Topic interview, Louis offers an “opposing editorial” view, strongly at odds with Kyle Bass’ views on Hong Kong.
MacroVoices All-Stars Episode #1 featuring Dr.Pippa Malmgren, Art Berman, Prof. Steve Keen, Julian Brigden, Luke Gromen and Danielle DiMartino Booth.
Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to MacroVoices. Erik and Dr.Hunt discuss overall outlook on the US and the global economy, synchronized global downturn and risks of a recession, how debt induced weakness is undermining growth rate, destabilization of the global monetary system, and perspectives on Modern Monetary Theory