Macro Voices
En podkast av Hedge Fund Manager Erik Townsend - Torsdager
685 Episoder
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Brent Johnson: A big dollar rally could drag stocks higher with it
Publisert: 6.6.2019 -
Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart
Publisert: 6.6.2019 -
Inside the Investment Committee: The 2016 big short in fixed income
Publisert: 4.6.2019 -
All-Star Julian Brigden: Deflation still rules the day
Publisert: 4.6.2019 -
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
Publisert: 3.6.2019 -
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage
Publisert: 31.5.2019 -
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle
Publisert: 30.5.2019 -
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)
Publisert: 30.5.2019 -
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here
Publisert: 29.5.2019 -
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!
Publisert: 28.5.2019 -
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!
Publisert: 24.5.2019 -
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.
Publisert: 23.5.2019 -
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.
Publisert: 23.5.2019 -
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom
Publisert: 21.5.2019 -
All-Star Juliette Declercq on Populism
Publisert: 20.5.2019 -
All-Star Brent Johnson: Much higher stock prices possible
Publisert: 17.5.2019 -
Simon White: U.S. Dollar in the Crosshairs
Publisert: 16.5.2019 -
ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)
Publisert: 16.5.2019 -
MacroVoices All-Star Julian Brigden: The Fed should cut rates NOW!
Publisert: 15.5.2019 -
MacroVoices Premium: All Stars with Danielle DiMartino Booth
Publisert: 14.5.2019
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