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
-
All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!
26/02/2020 Duração: 29minAll-Star Jeff Snider is back! Jeff says there were clear signs of economic slowdown before the Coronavirus story even came out. Link: http://bit.ly/2vlLTyP
-
Hot Topic #5: COVID Super-Spreader Stealth Pandemic?
24/02/2020 Duração: 01h24minWe’ve assembled the #COVID thought leaders of Financial Twitter; Jim Bianco, Mike "Mish" Shedlock, Dr. Ben Hunt & Dr. Chris Martenson for an in-depth panel discussion as #COVID19 escalates toward global pandemic status. Link: http://bit.ly/3a2O1dy
-
MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper
20/02/2020 Duração: 01h28minMacroVoices Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to the show. They discuss some of the knock-on implications of the US Treasury bond, why treasury and investment grade bond demand flows will remain solid and the US treasury demand impact of Dodd Frank and more. Link: http://bit.ly/38JCGik
-
All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation
10/02/2020 Duração: 22minFFTT founder Luke Gromen is back to talk about the conclusions we can draw from the U.S. government charging JP Morgan with criminal gold price manipulation Link: http://bit.ly/2SCKwmQ
-
MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?
07/02/2020 Duração: 01h36minMacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. They discuss the 2020 demand growth, how oversold is the price of oil and what effect the over-reaction to Coronavirus has on world oil demand. Then Kevin Muir joins postgame segment to discuss Tesla's parabolic rise and blow-off top. Link: http://bit.ly/2ugJpRV
-
All-Stars #92 Jeff Snider: Did anything really get “better” last September?
04/02/2020 Duração: 23minAll-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since September Link: http://bit.ly/2Sg4W54
-
All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook
03/02/2020 Duração: 25minAll-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reaction to Kyle Bass’ allegations about China mining American genetic data, and an update on the U.S. election outlook Link: http://bit.ly/2Se7rEP
-
MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity
30/01/2020 Duração: 01h39minMacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris Martenson Link: http://bit.ly/2u7AkKO
-
All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4
28/01/2020 Duração: 16minAll-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019 Link: http://bit.ly/30Y3W9G
-
MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2
27/01/2020 Duração: 20minNew updated version re-recorded 1/28/20 to reflect new information and correct errors in first version. WE RECOMMEND YOU LISTEN AGAIN #2019nCoV #Wuhan #Coronavirus Host Erik Townsend weighs in with a summary of what he’s learned thus far about 2019-nCoV, the Wuhan Coronavirus, and his analysis of what it will mean to financial markets. Link: http://bit.ly/38ETuX2
-
MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.
23/01/2020 Duração: 01h27minErik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more. Link: http://bit.ly/2tOWNfJ
-
All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020
20/01/2020 Duração: 15minAll-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to record highs, then explains why all five will come under pressure in 2020 Link:http://bit.ly/2ugYMJx
-
MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.
16/01/2020 Duração: 01h26minErik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civil unrest and global social degradation, if Tesla will follow the collapse of WeWork, and how to react to the recent rise in price of gold. Link: http://bit.ly/2TGMp4n
-
All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models
13/01/2020 Duração: 29minAll-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential. Link: http://bit.ly/2Nn3e0e
-
MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market
09/01/2020 Duração: 01h33minErik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more. Link: http://bit.ly/2Tazd7i
-
All-Stars #87 Brent Johnson: USD, Stocks, Gold & More
06/01/2020 Duração: 15minAll-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price levels. Link: http://bit.ly/2Fn94tW
-
MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications
31/12/2019 Duração: 01h20minErik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future. Link: http://bit.ly/2QFZXKi
-
All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us
25/12/2019 Duração: 23minAll-Star Luke Gromen says the repo crisis was the Fed’s “Whatever it takes moment”, and balance sheet expansion is the name of the game for the foreseeable future Link:http://bit.ly/2ZrQNVt
-
MacroVoices #199 Art Berman: Crude Oil Special
24/12/2019 Duração: 01h19minErik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more. Link: http://bit.ly/35SOKfI
-
All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook
23/12/2019 Duração: 19minAll-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system Link: http://bit.ly/2Mn3DPr