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Macro Voices

Macro Voices

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

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Energy Week #16: Abqaiq Processing Facility Attacks and their consequences

This episode focuses entirely on #Abqaiq attacks and their knock-on consequences and effects. Anas Alhajji is boots-on-the-ground, reporting from Riyadh Saudi Arabia and Joe McMonigle joins us from Washington, DC. Link: http://bit.ly/2lWlqmm
2019-09-19
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All-Stars #59 Julian Brigden: Can the Fed still save us from recession?

MI2 Partners founder Julian Brigden is back with an update on recession outlook, fixed income, and the geopolitical events of last weekend. Link: http://bit.ly/2kntsUS
2019-09-18
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All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What?s at stake & what comes next

All-Star Dr. Pippa Malmgren is back with a fantastic geopolitics interview focusing on the #Abqaiq (Saudi) drone attacks. Don?t miss this one, gang! Link: http://bit.ly/2mfWoi5
2019-09-17
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All-Stars #57 Louis-Vincent Gave: Last week?s dislocation between value and growth

All-Star Louis-Vincent Gave explains last Monday?s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more. Link: http://bit.ly/2mdWGGd
2019-09-16
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MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System

When private investor Bob Coleman set out to find a place to store his own precious metals OUTSIDE the financial system, he found all the vaulting services had conflicts of interest, so he started his own! Link: http://bit.ly/2lMOzAv
2019-09-13
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MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified

Erik Townsend and Patrick Ceresna welcome Jeff Snider and Luke Gromen to MacroVoices. They discuss the impact of changing Eurodollar markets, the global dollar liquidity shortage and the future changes in global reserve currencies and more. Link: http://bit.ly/2lOWHQP
2019-09-12
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All-Stars #56 Dr. Anas Alhajji: Oil Market Update (in lieu of ENERGY WEEK)

Due to panelist travel schedules we were unable to bring you Energy Week this week. This oil market update from Dr. Anas Alhajji will substitute for this week?s ENERGY WEEK podcast. Link: http://bit.ly/2kF32hq
2019-09-11
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All-Stars #55 Danielle DiMartino-Booth: Jay Powell?s exuberance over U.S. economy is unfounded!

All-Star Danielle DiMartino-Booth says Jay Powell?s Zurich speech doesn?t jibe with economic reality. Also Carney?s Jackson Hole pitch and more. Link: http://bit.ly/2lLXNgb
2019-09-11
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All-Stars #54 Prof. Steve Keen: China?s move to lower RRR and what it means

All-Star Prof. Steve Keen is back for an update on China?s move over this past weekend to lower their required reserve ratio (RRR) and what it means. Link: http://bit.ly/2lMpBRu
2019-09-10
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All-Stars #53 Juliette Declercq: What to expect from the ECB on Thursday

All-Star Juliette Declercq weighs in on what to expect from the ECB this Thursday, as well as her own prescriptions for monetary policy. Link: http://bit.ly/2kAtLfb
2019-09-09
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MacroVoices Spotlight #1 Niels Kaastrup-Larsen: Algorithmic Trading & Trend Following

In the inaugural episode of MacroVoices Spotlight, Niels Kaastrup-Larsen explains why Trend Following has been the most successful long-term algorithmic trading strategy. Link: http://bit.ly/2lZOFEM
2019-09-06
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MacroVoices #183 Grant Williams: Gold?s rise has just begun

Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss global negative yielding debt, outlook on Gold and what effect recession will have on the US stock market & more.
2019-09-05
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All-Stars #52 Brent Johnson: Dollar breakout set to continue higher

All-Star Brent Johnson says the U.S. Dollar breakout is set to continue higher. Brent still expects a pullback in gold, but sees it moving higher long-term. Link: http://bit.ly/2jZsUV0
2019-09-04
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All-Stars #51 Luke Gromen: USD faces day of reckoning when it becomes clear Fed will have to monetize gov?t deficits

All-Star Luke Gromen explains why the Fed will soon be forced to monetize U.S. government deficits, and why that has to spell serious trouble for the USD. Link: http://bit.ly/2kgI1tx
2019-09-03
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MacroVoices #182 Summer Special Part 2: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss financial repression, outlook on US dollar, Europe, the ECB and Christine Lagarde & more. Link: http://bit.ly/2ZybGkr
2019-08-29
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All-Stars #50 Prof. Steve Keen: Why BOE?s Mark Carney just pitched a global digital reserve currency at Jackson Hole and how central bankers think about CBDCs generally

All-Star Prof. Steve Keen explains why central bankers often make their boldest moves on their way OUT of office and what drove Mark Carney to propose a CBDC reserve currency at Jackson Hole Link: http://bit.ly/2Zr4oQo
2019-08-28
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All-Stars #49 Jeff Snider: Yield curves don?t lie. But central bankers sometimes do.

All-Star Jeff Snider explains why Janet Yellen is wrong to think term premia explain why the bond market is signaling deflation. Great slide deck too! Link: http://bit.ly/2zoJVvS
2019-08-26
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MacroVoices #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss the FOMC statement, risks of a recession in the U.S. and inflation risks moving forward, and much more. Link: http://bit.ly/31UNp5C
2019-08-22
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All-Stars #48 Dr. Pippa Malmgren: It?s not really 1929. Don?t panic.

All-Star Dr. Pippa Malmgren is back. She disagrees with the many market observers who believe we?re on the edge of the cliff, and offers bullish arguments for markets & the economy. Link: http://bit.ly/2ZkMaz4
2019-08-21
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All-Stars #47 Luke Gromen: It?s not Stocks or Bonds but the USD that is the ?odd man out?

All-Star Luke Gromen is back for another fantastic All-Stars Interview. Why it?s the USD (not stocks or bonds) that is mispriced, and why it sets up an equity bear trap. Great interview! Link: http://bit.ly/2Z2EBxn
2019-08-19
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All-Stars #46 Prof. Steve Keen: Yield curve inversion, recession & private debt

All-Star Prof. Steve Keen is back for another great interview. Steve still doesn?t expect a MAJOR U.S. recession, but concedes the yield curve inversion is a signal to be taken seriously. More perspective on policy failure. Link: http://bit.ly/2TBOJaJ
2019-08-16
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MacroVoices #180 Daniel Lacalle: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss the risks of competitive devaluation, how the global demand for the dollar is driving the monetary policy & the outlook on gold and its new correlation to the dollar. Link: http://bit.ly/2KUwOYW
2019-08-15
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Energy Week #15: Trade wars, demand outlook, and Saudi Aramco IPO. Panel Alhajji/McMonigle/Chigrl

Energy Week #15 featuring Anas Alhajji, Tracy Shuchart and Joe McMonigle, covers Trade Wars, OPEC, Saudi policy, Gloomy demand forecasts & more. Link: http://bit.ly/33JwiFI
2019-08-14
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All-Stars #45 Louis-Vincent Gave: Hong Kong, Gold, Bond Yieds, & Stocks

Hong Kong resident Louis-Vincent Gave weighs in on the unrest there and what it means for markets, then we cover gold, bond yields, and stocks. Great interview! Link: http://bit.ly/2TtzujT
2019-08-13
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All-Stars #44 Jeffrey Snider: The real story on the Chinese Yuan devaluation

All Star Jeff Snider describes a far more intricate and complex explanation for the Yuan breaking 7 to the USD and explains what it means. Link: http://bit.ly/33sIgTT
2019-08-12
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All-Stars #43 Luke Gromen: Central Banks Ditch Gold-Buying Agreement (But keep buying gold)

All-Star Luke Gromen weighs in on why central banks dumped the Central Bank Gold Agreement but keep buying gold hand-over-fist. Great interview! Link: http://bit.ly/33p8Ld2
2019-08-09
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MacroVoices #179 Ronald-Peter Sto?ferle: Gold/Precious Metals Special

Erik Townsend and Patrick Ceresna welcome Ronald-Peter Sto?ferle to MacroVoices. Erik and Ronald discuss why gold is an important asset to own, gold as equity hedge, global de-dollarization and sovereign gold holdings and much more.
2019-08-08
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Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More!

Energy Week dives into the Trade Wars and other factors driving the energy price collapse, forward curve fireworks, and much more! Panelists Art Berman, Chris Cook and Patricia Hemsworth
2019-08-08
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All-Stars #42 Brent Johnson: Still bullish the USD

All-Star Brent Johnson remains convinced the USD is headed higher, despite market fireworks of the last few days. Extensive discussion of gold and stocks as well. Link: http://bit.ly/2YKK5fs
2019-08-06
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All-Stars #41 Juliette Declercq: Powell should be fired!

All-Star Juliette Declercq says Jay Powell blew it last week, and should be fired for it! She says the Fed had the chance to contain the USD ascent but blew it. Great interview! Link: http://bit.ly/2YK4D7J
2019-08-05
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Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team

This special interview with Dr. Harald Malmgren and Dr. Pippa Malmgren was a real treat to record! The father/daughter team disagrees on many present economic issues, and we get a glimpse into growing up Malmgren. Link: http://bit.ly/2Zw96Iv
2019-08-04
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All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon

Despite being perceived as an economic perma-bear, Prof. Steve Keen says he?s NOT anticipating a U.S. recession any time soon. We also cover his outlook for the rest of the world. Link: http://bit.ly/2GKJgZN
2019-08-02
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MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices

Erik Townsend and Patrick Ceresna welcome Mark Cudmore to MacroVoices. Erik and Mark discuss the global growth and economy outlook, US and China trade negotiations, US equity market and its effects on emerging markets. Special postgame guest: Danielle DiMartino Booth Link: http://bit.ly/2YETLYN
2019-08-01
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Energy Week #13: EIA Draw?where did the oil go? Panelists Berman/Alhajji/Shuchart

Energy Week starring Art Berman, Anas Alhajji and Tracy Shuchart covers the big EIA draw (where did that oil go?), E&P equity price trend & much more.
2019-08-01
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All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER

All-Star Jeff Snider responds in detail to feedback we received from his July 15 All-Stars interview. We explore why IOER is SUPPOSED to be a ?double floor? below EFF, and why it?s really not. Link: http://bit.ly/2YxbNfB
2019-07-30
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All-Stars #38 Danielle DiMartino-Booth: FOMC Preview

All-Star Danielle DiMartino Booth gives a briefing on what to expect from Wednesday?s FOMC Press Release, 25 or 50 bps? How will the ECB React? And much more! Link: http://bit.ly/2LMsaPc
2019-07-29
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All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook?s $5bn fine

All-Star Dr. Pippa Malmgren weighs in on Iran geopolitical risks, updates her thesis on President Trump having ambitions for a news network after the white house, and comments on Facebook?s $5bn fine. Link: http://bit.ly/2ZffYK1
2019-07-26
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MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?

Erik Townsend and Patrick Ceresna welcome Dr. Peter Warburton to MacroVoices. Erik and Dr. Warburton discuss the factors that affect long term outlook for inflation, the history of inflation targeting and inflation controls and Dr. Warburton?s ?Blowing Up the Box?
2019-07-25
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Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook

Energy Week featuring Art Berman, Chris Cook and Patricia Hemsworth covers the super-drawdown, price reaction, Iran, Pemex Hedge & more. Link: http://bit.ly/2SDxxRr
2019-07-24
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All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook

All-Star Julian Brigden on the implications of deflation for the Pension system, whether a recession is possible without a yield curve inversion, and the 10yr yield outlook. Link: http://bit.ly/2y7edTn
2019-07-23
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All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up

All-Star Luke Gromen responds to Jeff Snider's All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it?s about domestic private sector balance sheet capacity. Link: http://bit.ly/2XVNVmh
2019-07-22
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All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut

All-Star Danielle DiMartino-Booth explains ?Double Easing? (rate cuts and QE at the same time) and why it?s a possibility, and explains why the stock market can rally a bit longer despite the global growth slowdown. Link: http://bit.ly/2YfP1c2
2019-07-19
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MacroVoices #176 Jim Rickards on his new book, Aftermath

Erik Townsend and Patrick?Ceresna?welcome?Jim Rickards to?MacroVoices. Erik and?Jim discuss the progression of growing debt, the cost of low growth and high debt, and Jim?s new book ?Aftermath: Seven Secrets of Wealth Preservation in the Coming Chaos? Link: http://bit.ly/2SliM5K
2019-07-18
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Energy Week #11: Iran, EIA, Venezuela, Canadian Crude. Panel Alhajji/Hemsworth/McMonigle

Energy Week covers the price reversal, Iran policy, EIA, Venezuela & Canadian crude differentials. Panel Anas Alhajji, Joe McMonigle and Patricia Hemsworth with host Erik Townsend. Link: http://bit.ly/2Y6gM6B
2019-07-18
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All-Stars #33 Prof. Steve Keen: How the field of Economics was corrupted

All-Star Prof.Steve Keen pulls no punches telling Erik Townsend how and why the field of economics lost touch with the real world. Link: http://bit.ly/2JLJ3WO
2019-07-16
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All-Stars #32 Jeffrey Snider: Eurodollar System Explains Fed Funds over IOER

All-Star Jeff Snider explains why the Fed's IOER hasn't worked as a ceiling over Fed Funds, and the significance of each, including the recent move of FF well above IOER and how this relates to the EuroDollar System.
2019-07-15
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Inside the Investment Committee #2: Long bonds, short the Euro Gurevich/Brigden/Declercq

Fund manager Alex Gurevich is in the hot seat this month, pitching his ?perfect trade? from 2014 long bonds and short the Euro. Alex explains why he believes this was truly a ?perfect? can?t lose trade, then we translate to current markets. Link: http://bit.ly/2G8uawM
2019-07-12
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All-Stars #31 Julian Brigden: Crypto, Gold and the Dollar

All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C
2019-07-12
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MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs

Erik Townsend and Patrick?Ceresna?welcome?Jesse Felder to?MacroVoices. Erik and?Jesse discuss the theories on the length of this market cycle, outlook on the dollar and bond yields, and the unwind of institutional risk parity trade and much more. Link: http://bit.ly/2xKZugy
2019-07-11
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Energy Week #10: Inventory data or Tropical Storm? What?s driving the price rally? Alhajji/Shuchart/Berman

Energy Week episode #10: What?s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation. Link: http://bit.ly/2LKEOxu
2019-07-11
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En liten tjänst av I'm With Friends. Finns även på engelska.
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