Macro Voices
En podkast av Hedge Fund Manager Erik Townsend - Torsdager
685 Episoder
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MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
Publisert: 21.12.2023 -
MacroVoices #406 Matt Barrie: AI-pocalypse Now
Publisert: 14.12.2023 -
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
Publisert: 7.12.2023 -
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
Publisert: 30.11.2023 -
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
Publisert: 22.11.2023 -
MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
Publisert: 16.11.2023 -
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing
Publisert: 9.11.2023 -
MacroVoices #400 Rory Johnston: All Things Oil
Publisert: 2.11.2023 -
MacroVoices #399 Ole S Hansen: Still Bullish Commodities
Publisert: 26.10.2023 -
MacroVoices #398 Lyn Alden: Broken Money
Publisert: 19.10.2023 -
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
Publisert: 12.10.2023 -
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
Publisert: 5.10.2023 -
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
Publisert: 28.9.2023 -
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
Publisert: 21.9.2023 -
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
Publisert: 14.9.2023 -
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
Publisert: 7.9.2023 -
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
Publisert: 31.8.2023 -
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
Publisert: 24.8.2023 -
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
Publisert: 17.8.2023 -
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
Publisert: 10.8.2023
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