Macro Voices
En podcast av Hedge Fund Manager Erik Townsend - Torsdagar
671 Avsnitt
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All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP!
Publicerades: 2019-06-14 -
MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites
Publicerades: 2019-06-13 -
Energy Week: Natural gas backwardation in mid-summer?
Publicerades: 2019-06-13 -
All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view
Publicerades: 2019-06-11 -
All-Star Luke Gromen: The USD-centric system is slowly losing ground
Publicerades: 2019-06-10 -
All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!
Publicerades: 2019-06-07 -
Brent Johnson: A big dollar rally could drag stocks higher with it
Publicerades: 2019-06-06 -
Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart
Publicerades: 2019-06-06 -
Inside the Investment Committee: The 2016 big short in fixed income
Publicerades: 2019-06-04 -
All-Star Julian Brigden: Deflation still rules the day
Publicerades: 2019-06-04 -
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
Publicerades: 2019-06-03 -
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage
Publicerades: 2019-05-31 -
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle
Publicerades: 2019-05-30 -
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)
Publicerades: 2019-05-30 -
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here
Publicerades: 2019-05-29 -
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!
Publicerades: 2019-05-28 -
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!
Publicerades: 2019-05-24 -
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.
Publicerades: 2019-05-23 -
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.
Publicerades: 2019-05-23 -
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom
Publicerades: 2019-05-21
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