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Macro Voices

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds

Episodes

Total: 337

All-Stars #92 Jeff Snider: Did anything really get “better” last September?
2020/2/4

All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a rec

All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook
2020/2/3

All-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reactio

MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity
2020/1/30

MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian

All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4
2020/1/28

All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but p

MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2
2020/1/27

New updated version re-recorded 1/28/20 to reflect new information and correct errors in first versi

MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.
2020/1/23

Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should

All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020
2020/1/20

All-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to rec

MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.
2020/1/16

Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civ

All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models
2020/1/13

All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar syste

MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market
2020/1/9

Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on g

All-Stars #87 Brent Johnson: USD, Stocks, Gold & More
2020/1/6

All-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price l

MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications
2019/12/31

Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowled

All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us
2019/12/25

All-Star Luke Gromen says the repo crisis was the Fed’s “Whatever it takes moment”, and balance shee

MacroVoices #199 Art Berman: Crude Oil Special
2019/12/24

Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA

All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook
2019/12/23

All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eur

MacroVoices #198 Jim Bianco: Deep dive into fixed income
2019/12/20

 Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zo

All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high
2019/12/16

All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperfo