Macro Voices

 Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the horizon for the bond market and the fixed income market & more Link: http://bit.ly/2tvZOAY

All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperformed despite the trade war, & Much more! Link: http://bit.ly/35sZUri

MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo. Link: http://bit.ly/2Pedb1c

All-Star Jeff Snider is back with an update on global U.S. Dollar liquidity and what it means for the global economy and markets. Link: http://bit.ly/2PusQYZ

Erik Townsend and Patrick Ceresna welcome Mark Gordon to MacroVoices. They discuss why inventory is not what drives the price, the regime change from the age of peak oil to the age of oil abundance and possible impacts the recession will have on oil prices and more.  Link:http://bit.ly/33OC0EY

All-star Dr.Pippa Malmgren is back with an update on the rule of Law and the Hong Kong protests, plus why Pippa remains bullish on innovation and global growth Link: http://bit.ly/2OLPvAZ

All-Star Brent Johnson is back with an update on the US Dollar, stocks, China, Canadian interest rates, Gold & More! Link: http://bit.ly/34HG9fd

Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. They discuss the uptrend of electric vehicles, what is going to be the mode of power in the future and how it will be delivered, and how replacing petroleum may impact geopolitics.  Link: http://bit.ly/2OOtrEB

All-Star Prof. Steve Keen is back, and he says the Fed can call it whatever they want, but what they’re doing is still Quantitative Easing. Link: http://bit.ly/37C2xbA

Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more. Link: http://bit.ly/337McIp

All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook Link: http://bit.ly/2O3C7Yt

All-Star Jeff Snider says markets are breathing a sigh of relief that the recession scare is over, but this complacency is misplaced! Link: http://bit.ly/32ZfU29

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. They discuss late cycle dynamics, how the CTA position estimating model works and if it’s time to buy gold & more.  Link: http://bit.ly/2KoEGCh

All-Star Luke Gromen returns with an update on monetary policy and market outlook. Link: http://bit.ly/2qSMRje

All-star Juliette Declercq returns with an update on her views on monetary policy and the equity market rally, which she says is set to continue higher. Link: http://bit.ly/2rrh5Ky

Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more. Link: http://bit.ly/2JYhb2E

All-Star Dr. Pippa Malmgren explains why the explosion in civil unrest around the globe is all about breakdown of the social contract. Also Trump News Network and market outlook. Link: http://bit.ly/2CazFJ1

Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more.  Link: http://bit.ly/2JC44nC

All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks. Link: http://bit.ly/2Jqf7QQ

Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more.  Link: http://bit.ly/2BEKcMn