Macro Voices

Erik Townsend and Aaron Chan welcome Dr. Harald Malmgren and Dr. Pippa Malmgren to MacroVoices. Erik, Harald, and Pippa discuss Trump's governance effectiveness in light of the enemies he has made on the campaign trail, sources and potential escalation of social unrest and riots in the aftermath of Trump's victory, the potential for Trump to galvanize the determination, grit, and work ethic of the American electorate, whether markets are prematurely jumping to the conclusion that Trump is necessarily inflationary, outlook for foreign relations with China, Russia, and Mexico, breakdown of the social contract and the collapse in the government's ability to function and meet entitlements, and much more.

An interview which was originally published on October 18, 2015 between Raoul Pal of Real Vision and Dr. Brett Steenbarger, Clinical Associate Professor of Psychiatry & Behavioral Science at SUNY Upstate Medical University.

An interview which was originally published on October 18, 2015 between Raoul Pal of Real Vision and Dr. Brett Steenbarger, Clinical Associate Professor of Psychiatry & Behavioral Science at SUNY Upstate Medical University.

Erik Townsend and Aaron Chan welcome Willem Middelkoop to MacroVoices. Erik and Willem discuss Willem's recent book The Big Reset and the coming monetary reset, China's strategic objectives and pushing for the use of SDRs as the global reserve currency, outlook for the coming secular commodity reflation cycle, Willem's call to buy precious metals and miners in January 2016, and much more.

Erik Townsend and Aaron Chan welcome Willem Middelkoop to MacroVoices. Erik and Willem discuss Willem's recent book The Big Reset and the coming monetary reset, China's strategic objectives and pushing for the use of SDRs as the global reserve currency, outlook for the coming secular commodity reflation cycle, Willem's call to buy precious metals and miners in January 2016, and much more.

Erik Townsend and Aaron Chan welcome Hugh Hendry to MacroVoices. Erik and Hugh discuss USD breakout and binary consideration of US economy's condition in a strong-dollar environment, Brexit contagion and likelihood of strong vs. weaker countries disbanding from the EU, the "time stop-loss" and when it's appropriate to pivot theses, global transfer from creditors to debtors via the machinations of QE, Hugh's response to Kyle Bass' China devaluation thesis, maintaining intellectual honesty in the face of professional ramifications, and much more.

Erik Townsend and Aaron Chan welcome Hugh Hendry to MacroVoices. Erik and Hugh discuss USD breakout and binary consideration of US economy's condition in a strong-dollar environment, Brexit contagion and likelihood of strong vs. weaker countries disbanding from the EU, the "time stop-loss" and when it's appropriate to pivot theses, global transfer from creditors to debtors via the machinations of QE, Hugh's response to Kyle Bass' China devaluation thesis, maintaining intellectual honesty in the face of professional ramifications, and much more.

An interview which was originally published on July 1, 2016 between Grant Williams of Real Vision and Kyle Bass, Managing Partner, Chief Investment Officer, Portfolio Manager, and Founder of Hayman Capital Management.

An interview which was originally published on July 1, 2016 between Grant Williams of Real Vision and Kyle Bass, Managing Partner, Chief Investment Officer, Portfolio Manager, and Founder of Hayman Capital Management.

Erik Townsend and Aaron Chan welcome Robin Griffiths to MacroVoices. Erik and Robin discuss technical and cyclical frameworks for evaluating financial markets, hierarchy of cycles from seasonal variation to generational, potential panicked selloff in the trade-weighted U.S. dollar, outlook for global equities and central bank-induced flash crashes, gold's resistance at $1,400 and ability to shoot back to all-time highs, and much more.

Erik Townsend and Aaron Chan welcome Robin Griffiths to MacroVoices. Erik and Robin discuss technical and cyclical frameworks for evaluating financial markets, hierarchy of cycles from seasonal variation to generational, potential panicked selloff in the trade-weighted U.S. dollar, outlook for global equities and central bank-induced flash crashes, gold's resistance at $1,400 and ability to shoot back to all-time highs, and much more.

Erik Townsend and Aaron Chan welcome Mark Yusko to MacroVoices. Erik and Mark discuss bearish outlook for and reserve status deterioration of U.S. dollar, the "Everything Bubble" and similarities to 2000, misplaced comparisons between Deutsche Bank and Lehman Brothers, exciting trends and generational opportunities in China retail and eCommerce, dangerous paradigm of buying stocks for yield and bonds for capital appreciation, and much more.

Erik Townsend and Aaron Chan welcome Mark Yusko to MacroVoices. Erik and Mark discuss bearish outlook for and reserve status deterioration of U.S. dollar, the "Everything Bubble" and similarities to 2000, misplaced comparisons between Deutsche Bank and Lehman Brothers, exciting trends and generational opportunities in China retail and eCommerce, dangerous paradigm of buying stocks for yield and bonds for capital appreciation, and much more.

An interview which was originally published on July 20, 2016 between Grant Williams of Real Vision and Michael Lewitt, founder of The Credit Strategy Group and writer of The Credit Strategist, a popular and acclaimed investment newsletter.

An interview which was originally published on July 20, 2016 between Grant Williams of Real Vision and Michael Lewitt, founder of The Credit Strategy Group and writer of The Credit Strategist, a popular and acclaimed investment newsletter.