Macro Voices
En podkast av Hedge Fund Manager Erik Townsend - Torsdager
685 Episoder
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All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update
Publisert: 22.10.2019 -
All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation
Publisert: 21.10.2019 -
MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits
Publisert: 17.10.2019 -
All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE
Publisert: 16.10.2019 -
All-Stars #70 Luke Gromen: The official narrative just FAILED!
Publisert: 15.10.2019 -
All-Stars #69 Louis-Vincent Gave: Rangebound Markets
Publisert: 11.10.2019 -
MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
Publisert: 10.10.2019 -
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
Publisert: 9.10.2019 -
All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios
Publisert: 8.10.2019 -
All-Stars #66 Juliette Declercq: Break or Bounce time is here!
Publisert: 7.10.2019 -
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
Publisert: 3.10.2019 -
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
Publisert: 2.10.2019 -
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
Publisert: 30.9.2019 -
All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one
Publisert: 27.9.2019 -
MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk
Publisert: 26.9.2019 -
Energy Week #17: In the aftermath of Abqaiq
Publisert: 26.9.2019 -
All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means
Publisert: 25.9.2019 -
All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!
Publisert: 24.9.2019 -
All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup
Publisert: 23.9.2019 -
Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview
Publisert: 20.9.2019
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