Informações:
Sinopse
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
Episódios
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Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.
08/04/2020 Duração: 01h10minCPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works. Link: https://bit.ly/3dYyCO2
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All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis
07/04/2020 Duração: 45minAll-Star Dr. Pippa Malmgren returns to share her insights on whether the virus or the government ‘cure’ will be worse, and what lies ahead for the U.S. economy Link: https://bit.ly/2JO2FKE
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Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens
06/04/2020 Duração: 01h17minPetroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture. Link: https://bit.ly/34gkbkc
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MacroVoices #213 Josh Crumb: Deciphering the Gold market
02/04/2020 Duração: 01h28minMacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more. Link: https://bit.ly/2R6iGj0
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All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!
30/03/2020 Duração: 14minAll-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises. Link: https://bit.ly/3avksSv
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MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history
26/03/2020 Duração: 01h25minMacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis. Link: https://bit.ly/3akVx3S
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Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate
24/03/2020 Duração: 47minFlorida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcast Link: https://bit.ly/2UdwF8I
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All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt
23/03/2020 Duração: 30minAll-star Luke Gromen says the only way for stocks to trade is down unless the Fed buys an unlimited amount of debt. P.S. both of those things are happening as we release this episode! Link: https://bit.ly/2QHpAuR
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MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?
19/03/2020 Duração: 01h35minMacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more. Then Kevin Muir joins in the postgame to talk about the imploding risk parity. Link: https://bit.ly/2wdj5ZW
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Hot Topic #10 COVID19 Update: Imperial College report makes waves
18/03/2020 Duração: 01h02minOnce again, host Erik Townsend gives a detailed update on the evolving #COVID19 crisis in this full-length special report. Link: http://bit.ly/2vB07fo
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All-Stars #97 Jeff Snider: The QE Market Meltdown - Currency Inelasticity
16/03/2020 Duração: 39minAll-Star Jeff Snider says the Fed keeps using a bigger bazooka but no one seems to care and the global dollar shortage takes on 2008 proportions. Link: http://bit.ly/3b3PBfN
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Hot Topic #9 Lenore Hawkins: Boots on the ground from the Red Zone (COVID-19 Lockdown in Italy)
15/03/2020 Duração: 42minReporting live from Ground Zero in Northern Italy, Lenore Hawkins joins Erik Townsend with a situation report on life in Italy before and after the COVID-19 crisis struck the region. Link: http://bit.ly/38RyBrp
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Hot Topic #8 Tracy Shuchart: COVID19, OPEC+ & Crude - What comes next?
13/03/2020 Duração: 38minEnergy Week co-star Tracy Shuchart joins Erik to reflect on what the COVID19 crisis and the OPEC+ falling out with Russia will mean for energy markets, including impact on U.S. Shale. Link: http://bit.ly/2xB1tr8
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Hot Topic #7 COVID-19 Update: USA and all of Europe will look like Italy within one month!
12/03/2020 Duração: 53minHost Erik Townsend gives his most bearish and dire outlook yet for the COVID19 crisis, predicting the United States and all of Europe will soon experience what Italy is now experiencing. Link: http://bit.ly/2Q9ZRLk
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MacroVoices #210 Axel Merk: Market outlook for the coming Coronavirus crisis
11/03/2020 Duração: 01h26minMacroVoices Erik Townsend and Patrick Ceresna welcome Axel Merk to the show to discuss how COVID-19 is driving bonds to new all-time highs, perspectives on possible bail-out for shale oil producers and outlook on gold & more. Link: http://bit.ly/38DZlLT
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All-Stars #96 Juliette Declercq: How to trade the COVID19 Crisis
09/03/2020 Duração: 29minAll-star Juliette Declercq is back for an update on the COVID19 Crisis and how to trade it. Bonus: Subscriber report download Link: http://bit.ly/2VWZI1B
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MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19
06/03/2020 Duração: 01h36minMacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss how COVID-19 has affected the market direction change, if inflation will return in the near future and its systemic risks and more. Link: http://bit.ly/2Iocuy6
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All-Stars #95 Brent Johnson: Dollar Milkshake still in play
04/03/2020 Duração: 20minAll-Star Brent Johnson returns for an update on the USD, bond yields, and a detailed update on gold. Link: http://bit.ly/2PLuoPq
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Hot Topic #6: COVID-19 Pandemic Update
02/03/2020 Duração: 01h16minThis week we’re re-broadcasting our Jan. 30th interview with Dr. Chris Martenson which proved incredibly prescient. Erik Townsend then offers an update on what’s changed since that interview. Link: http://bit.ly/2TtNbje
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MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets
28/02/2020 Duração: 01h30minMacroVoices Erik Townsend and Patrick Ceresna welcome Francesco Filia to the show. They discuss why the US treasury bond is no longer a good investment and its systemic implications, the upcoming daily liquidity crisis and what it means for the market and perspectives on economic impacts of COVID-19 Link: http://bit.ly/3ceaoP5