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Macro Voices

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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

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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Location:

United States

Description:

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

Twitter:

@MacroVoices

Language:

English

Contact:

(603) 672-3898


Episodes

All-Stars #69 Louis-Vincent Gave: Rangebound Markets

10/11/2019
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All-Star Louis-Vincent gave returns for a detailed look at markets and an update on the developing situation in Hong Kong Link: http://bit.ly/2MynZ7S

Duration:00:21:15

MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges

10/10/2019
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Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. They discuss the economic and liquidity leading indicators, the implications of US-China trade war on the markets, translating economic signals into market decisions and more. Later, Amir Adnani from Uranium Energy Corp joins in the postgame segment. Link: http://bit.ly/2M2Ke6P

Duration:01:18:50

All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data

10/9/2019
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All-Star Danielle DiMartino-Booth is back to take a deeper look at last week’s Jobs report an share her analysis of what it means. Also free issue of Daily Feather newsletter. Link:http://bit.ly/2M0M6Nx

Duration:00:20:25

All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios

10/8/2019
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All-Star Jeff Snider responds to listeners who have questioned how Jeff can say there’s a treasury shortage when bid-to-cover ratios are declining in treasury auctions. Link: http://bit.ly/2Vmfd0L

Duration:00:27:16

All-Stars #66 Juliette Declercq: Break or Bounce time is here!

10/7/2019
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All-Star Juliette Declercq says it’s time for the global economy to either break or bounce. Hear Juliette explain in detail in this episode. Link: http://bit.ly/31W7B7p

Duration:00:17:11

MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance

10/3/2019
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Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more. Link: http://bit.ly/2IABbIj

Duration:01:14:58

All-Stars #65 Luke Gromen: The Narrative Failure is upon us!

10/2/2019
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All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”. Link: http://bit.ly/2mUbElv

Duration:00:24:56

All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb

9/30/2019
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All-star Brent Johnson says that even if Juliette Declercq is proven right and the Fed launches QE4, the reversal in the Dollar’s rise would only be temporary. Stocks higher, gold pullback. Link: http://bit.ly/2mU4aPG

Duration:00:22:43

All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one

9/27/2019
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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

Duration:00:11:59

MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk

9/26/2019
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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

Duration:01:11:04

Energy Week #17: In the aftermath of Abqaiq

9/25/2019
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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

Duration:01:04:57

All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means

9/25/2019
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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

Duration:00:13:05

All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!

9/24/2019
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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

Duration:00:22:32

All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup

9/23/2019
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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

Duration:00:35:52

Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview

9/20/2019
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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

Duration:00:24:57

MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating

9/19/2019
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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

Duration:01:05:18

Energy Week #16: Abqaiq Processing Facility Attacks and their consequences

9/18/2019
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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

Duration:00:55:36

All-Stars #59 Julian Brigden: Can the Fed still save us from recession?

9/18/2019
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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

Duration:00:15:45

All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next

9/17/2019
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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

Duration:00:32:08

All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth

9/16/2019
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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

Duration:00:18:03