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


 All-Star Juliette Declercq on Populism | File Type: audio/mpeg | Duration: 14:55

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.

 All-Star Brent Johnson: Much higher stock prices possible | File Type: audio/mpeg | Duration: 15:59

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.

 Simon White: U.S. Dollar in the Crosshairs | File Type: audio/mpeg | Duration: 1:14:25

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: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart) | File Type: audio/mpeg | Duration: 49:08

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.

 MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW! | File Type: audio/mpeg | Duration: 13:56

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.

 MacroVoices All-Star Danielle DiMartino-Booth: Jay Powell is The Grinch who Stole Liquidity | File Type: audio/mpeg | Duration: 12:23

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"

 MacroVoices All Stars : with Luke Gromen | File Type: audio/mpeg | Duration: 12:06

On today's episode of MacroVoices All Stars, Luke Gromen joins our host Erik Townsend to discuss the trade war between US and China

 Charlie McElligott: The opportunity will be found selling puts. But not yet! | File Type: audio/mpeg | Duration: 1:21:46

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.

 ENERGY WEEK: Crude oil glut or crisis & Crude Quality Matters. Panel: Berman/Alhajji/Hemsworth | File Type: audio/mpeg | Duration: 1:00:33

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.

 Juliette Declercq: Questioning the Fed’s ability to service its inflation mandate | File Type: audio/mpeg | Duration: 1:29:20

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 Premium - HOT TOPIC: Louis-Vincent Gave Rebuts Kyle Bass’ Investor Letter questioning Hong Kong’s relevance | File Type: audio/mpeg | Duration: 38:37

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 Premium - MacroVoices All Stars Episode 1 | File Type: audio/mpeg | Duration: 1:20:32

MacroVoices All-Stars Episode #1 featuring Dr.Pippa Malmgren, Art Berman, Prof. Steve Keen, Julian Brigden, Luke Gromen and Danielle DiMartino Booth.

 Dr. Lacy Hunt: U.S. Economy will continue to decline for the balance of 2019 | File Type: audio/mpeg | Duration: 1:15:58

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

 Jeff Snider: Eurodollar System Overview | File Type: audio/mpeg | Duration: 1:21:38

Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss the history of Eurodollar, Eurodollar as global reserve currency, and how the global economy and the global financial system depend on the Eurodollar system. They also discuss the breakdown of Eurodollar system, the Great Global Monetary Crisis and the effect the Eurodollar squeeze has on the global system.

 Prof. Steve Keen: Dollar reserve currency status—blessing or curse? | File Type: audio/mpeg | Duration: 1:23:12

Erik Townsend and Patrick Ceresna welcome Prof. Steve Keen to MacroVoices. Erik and Steve discuss possible benefits to US if the dollar loses its reserve currency status, its impacts on international trades and deindustrialization of US, and possible fiscal crisis and the increase of US Treasury Yields. They also touch on consequences of decrease in demand for US dollar, runaway inflation and runaway trade deficit, risks and opportunities of MMT.


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