Macro Voices
En podkast av Hedge Fund Manager Erik Townsend - Torsdager
685 Episoder
-
MacroVoices #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy
Publisert: 22.8.2019 -
All-Stars #48 Dr. Pippa Malmgren: It’s not really 1929. Don’t panic.
Publisert: 21.8.2019 -
All-Stars #47 Luke Gromen: It’s not Stocks or Bonds but the USD that is the “odd man out”
Publisert: 19.8.2019 -
All-Stars #46 Prof. Steve Keen: Yield curve inversion, recession & private debt
Publisert: 16.8.2019 -
MacroVoices #180 Daniel Lacalle: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.
Publisert: 15.8.2019 -
Energy Week #15: Trade wars, demand outlook, and Saudi Aramco IPO. Panel Alhajji/McMonigle/Chigrl
Publisert: 14.8.2019 -
All-Stars #45 Louis-Vincent Gave: Hong Kong, Gold, Bond Yieds, & Stocks
Publisert: 13.8.2019 -
All-Stars #44 Jeffrey Snider: The real story on the Chinese Yuan devaluation
Publisert: 12.8.2019 -
All-Stars #43 Luke Gromen: Central Banks Ditch Gold-Buying Agreement (But keep buying gold)
Publisert: 9.8.2019 -
MacroVoices #179 Ronald-Peter Stöferle: Gold/Precious Metals Special
Publisert: 8.8.2019 -
Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More!
Publisert: 8.8.2019 -
Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More! Hemsworth/Berman/Cook
Publisert: 8.8.2019 -
All-Stars #42 Brent Johnson: Still bullish the USD
Publisert: 6.8.2019 -
All-Stars #41 Juliette Declercq: Powell should be fired!
Publisert: 5.8.2019 -
Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team
Publisert: 4.8.2019 -
All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon
Publisert: 2.8.2019 -
MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices
Publisert: 1.8.2019 -
Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart
Publisert: 1.8.2019 -
All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER
Publisert: 30.7.2019 -
All-Stars #38 Danielle DiMartino-Booth: FOMC Preview
Publisert: 29.7.2019
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