Macro Voices
A podcast by Hedge Fund Manager Erik Townsend - Joi
687 Episoade
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All-Star Luke Gromen: The USD-centric system is slowly losing ground
Publicat: 10.06.2019 -
All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!
Publicat: 07.06.2019 -
Brent Johnson: A big dollar rally could drag stocks higher with it
Publicat: 06.06.2019 -
Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart
Publicat: 06.06.2019 -
Inside the Investment Committee: The 2016 big short in fixed income
Publicat: 04.06.2019 -
All-Star Julian Brigden: Deflation still rules the day
Publicat: 04.06.2019 -
All-Star Steve Keen: Debunking the fake climate science of William Nordhause
Publicat: 03.06.2019 -
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage
Publicat: 31.05.2019 -
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle
Publicat: 30.05.2019 -
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)
Publicat: 30.05.2019 -
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here
Publicat: 29.05.2019 -
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!
Publicat: 28.05.2019 -
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!
Publicat: 24.05.2019 -
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.
Publicat: 23.05.2019 -
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.
Publicat: 23.05.2019 -
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom
Publicat: 21.05.2019 -
All-Star Juliette Declercq on Populism
Publicat: 20.05.2019 -
All-Star Brent Johnson: Much higher stock prices possible
Publicat: 17.05.2019 -
Simon White: U.S. Dollar in the Crosshairs
Publicat: 16.05.2019 -
ENERGY WEEK: Geopolitics, Bull/Bear cases & Price Outlook. (with panelists Joe McMonigle, Chris Cook and Tracy Shuchart)
Publicat: 16.05.2019
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