MacroVoices #234 Brent Johnson: The Dollar is Not Dead

FromMacro Voices

Start listening View podcast show

MacroVoices #234 Brent Johnson: The Dollar is Not Dead

FromMacro Voices

ratings:

Length:

79 minutes

Released:

Aug 27, 2020

Format:

Podcast episode

Description

MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more.

Link: https://bit.ly/2YFAfu2

Released:

Aug 27, 2020

Format:

Podcast episode

Titles in the series (100)

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

Skip carousel

MacroVoices #197 Juliette Declercq: Inflations is not in the cards: MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo... by Macro Voices
86 min listen
All-Stars #80 Prof. Steve Keen: QE by any other name is still QE!: All-Star Prof. Steve Keen is back, and he says the Fed can call it whatever they want, but what they’re doing is still Quantitative Easing. Link: http://bit.ly/37C2xbA by Macro Voices
20 min listen
MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update: Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. They discuss the uptrend of electric vehicles, what is going to be the mode of power in the future and how it will be delivered, and how replacing petroleum may impact geopolitic... by Macro Voices
74 min listen
All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest: All-Star Dr. Pippa Malmgren explains why the explosion in civil unrest around the globe is all about breakdown of the social contract. Also Trump News Network and market outlook. Link: http://bit.ly/2CazFJ1 by Macro Voices
33 min listen
MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits: Erik Townsend and Patrick Ceresna welcome Stephanie Pomboy to MacroVoices. They discuss the expansion of the FED’s balance sheet, the significance of the recent liquidity shock and the divergence between corporate profits and S&P and much more. In postga... by Macro Voices
84 min listen
All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update: All-Star Prof. Steve Keen is back with an update on the recent surge in populism around the globe and Steve’s outlook for the resolution of the Brexit dilemma Link: http://bit.ly/31Amewu by Macro Voices
14 min listen
MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end: Erik Townsend and Patrick Ceresna welcome Mark Gordon to MacroVoices. They discuss why inventory is not what drives the price, the regime change from the age of peak oil to the age of oil abundance and possible impacts the recession will have on oil pric... by Macro Voices
97 min listen
All-Stars #83 Jeff Snider: Objective analysis of global USD liquidity yields a different story than financial media are telling: All-Star Jeff Snider is back with an update on global U.S. Dollar liquidity and what it means for the global economy and markets. Link: http://bit.ly/2PusQYZ by Macro Voices
27 min listen
MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!: Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more. Link: http://bit.ly/2JC44nC by Macro Voices
66 min listen
All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!: All-Star Luke Gromen returns with an update on monetary policy and market outlook. Link: http://bit.ly/2qSMRje by Macro Voices
16 min listen
MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy: Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more. Link: h... by Macro Voices
74 min listen
MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system: Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more. Link: http://bit.ly/2BEKcMn by Macro Voices
72 min listen
All-Stars #92 Jeff Snider: Did anything really get “better” last September?: All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since September Link: http://bit.ly/2Sg4W54 by Macro Voices
24 min listen
All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!: All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks. Link: http://bit.ly/2Jqf7QQ by Macro Voices
14 min listen
All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective: All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook Link: http://bit.ly/2O3C7Yt by Macro Voices
21 min listen
Hot Topic #5: COVID Super-Spreader Stealth Pandemic?: We’ve assembled the #COVID thought leaders of Financial Twitter; Jim Bianco, Mike "Mish" Shedlock, Dr. Ben Hunt & Dr. Chris Martenson for an in-depth panel discussion as #COVID19 escalates toward global pandemic status. Link: http://bit.ly/3a2O1dy by Macro Voices
85 min listen
All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation: All-star Dr.Pippa Malmgren is back with an update on the rule of Law and the Hong Kong protests, plus why Pippa remains bullish on innovation and global growth Link: http://bit.ly/2OLPvAZ by Macro Voices
20 min listen
All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models: All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential. Link: http://bit.ly/2Nn3e0e by Macro Voices
30 min listen
MacroVoices #192 Keith McCullough : Inflation Accelerating: Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more. Link: http://bit.ly/2JYhb2E by Macro Voices
93 min listen
All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation: All-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation. Link: http://bit.ly/2Jb9aXV by Macro Voices
26 min listen
MacroVoices #234 Brent Johnson: The Dollar is Not Dead: MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more. Link: https... by Macro Voices
79 min listen
All-Stars #76 Juliette Declercq: Equity rally set to continue: All-star Juliette Declercq returns with an update on her views on monetary policy and the equity market rally, which she says is set to continue higher. Link: http://bit.ly/2rrh5Ky by Macro Voices
17 min listen
MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper: MacroVoices Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to the show. They discuss some of the knock-on implications of the US Treasury bond, why treasury and investment grade bond demand flows will remain solid and the US treasury demand i... by Macro Voices
88 min listen
All-Stars #78 Jeff Snider : Market complacency is misplaced!: All-Star Jeff Snider says markets are breathing a sigh of relief that the recession scare is over, but this complacency is misplaced! Link: http://bit.ly/32ZfU29 by Macro Voices
27 min listen
MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over: Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. They discuss late cycle dynamics, how the CTA position estimating model works and if it’s time to buy gold & more. Link: http://bit.ly/2KoEGCh by Macro Voices
77 min listen
All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook: All-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reaction to Kyle Bass’ allegations about China mining American genetic data, and an update on the U.S. election outlook Link: http://bit.ly/2Se7rEP by Macro Voices
25 min listen
All-Stars #95 Brent Johnson: Dollar Milkshake still in play: All-Star Brent Johnson returns for an update on the USD, bond yields, and a detailed update on gold. Link: http://bit.ly/2PLuoPq by Macro Voices
21 min listen
All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook: All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system Link: http://bit.ly/2Mn3DPr by Macro Voices
20 min listen
MacroVoices #198 Jim Bianco: Deep dive into fixed income: Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the horizon for the bond market and the fixed income market ... by Macro Voices
86 min listen
MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?: MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. They discuss the 2020 demand growth, how oversold is the price of oil and what effect the over-reaction to Coronavirus has on world oil demand. Then Kevin Muir joins postgame s... by Macro Voices
97 min listen

More Episodes from Macro Voices

Skip carousel

MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics: MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo ⚫ Follow Anas Alhajj... by Macro Voices
67 min listen
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals: MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub ⚫ Follow Adam Rozencwajg on X: https://www.twi... by Macro Voices
71 min listen
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution: MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled th... by Macro Voices
90 min listen
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty: MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https... by Macro Voices
70 min listen
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More: MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP ⚫ Fol... by Macro Voices
65 min listen
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR: MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L ... by Macro Voices
65 min listen
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market: MacroVoices Erik Townsend & Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6 ⚫ Follow Justin ... by Macro Voices
77 min listen
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak: MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more.... by Macro Voices
61 min listen
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…: MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np ⚫ Follo... by Macro Voices
58 min listen
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets: MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn ... by Macro Voices
67 min listen
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape: MacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy tra... by Macro Voices
67 min listen
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk: MacroVoices Erik Townsend & Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE... by Macro Voices
70 min listen
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?: MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/... by Macro Voices
63 min listen
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?: MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq ⚫ Follow M... by Macro Voices
74 min listen
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules: MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej ⚫ Follow Variant Perception on ... by Macro Voices
63 min listen
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999: MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgM... by Macro Voices
69 min listen
MacroVoices #413 Darius Dale: Still Bullish: MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish. ?Download 42 Macro Chart Book: https://bit.ly/3SeLTXO ⚫ Follow ... by Macro Voices
63 min listen
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update: MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT... by Macro Voices
70 min listen
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More: MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3 ⚫ Foll... by Macro Voices
55 min listen
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear: MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium an... by Macro Voices
91 min listen
MacroVoices #409 Mark Nelson: All Things Nuclear Energy: MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on t... by Macro Voices
130 min listen
MacroVoices #408 Lyn Alden: Broken Energy: MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of... by Macro Voices
108 min listen
MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More: MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why it happened, and what comes next. Jim says peak yields are NOT yet behind us... https://bit.ly/3RQyciC... by Macro Voices
91 min listen
MacroVoices #406 Matt Barrie: AI-pocalypse Now: Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI may give us in a future not too far away. https://b... by Macro Voices
84 min listen
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe: MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR ... by Macro Voices
87 min listen
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell: MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. ... by Macro Voices
63 min listen
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More: MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary... by Macro Voices
74 min listen
MacroVoices #402 lakshman Achuthan: A Soft Landing Still A Dream: MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN C... by Macro Voices
58 min listen
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing: MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital cu... by Macro Voices
77 min listen
MacroVoices #400 Rory Johnston: All Things Oil: MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb Check out Energy Transition... by Macro Voices
84 min listen

Related podcast episodes

Skip carousel

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing: MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debat... by Macro Voices
81 min listen
MacroVoices #251 Holiday Special Part 1: MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about fiat currency debasement and inflation, commodities and different ways to hedge, crypto currencies and mo... by Macro Voices
72 min listen
MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive: MacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more. Link: https://bit.... by Macro Voices
97 min listen
MacroVoices#308 Ronald Stoeferle: Precious Metals Update: MacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on with the Fed and this past week's equity market volatility, before moving on to precious metals update. ... by Macro Voices
80 min listen
MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy: Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more. Link: h... by Macro Voices
74 min listen
MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more: MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim B... by Macro Voices
89 min listen
MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more: MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more. Link:... by Macro Voices
80 min listen
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate: MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and ... by Macro Voices
65 min listen
MacroVoices #229 Summer Special: Grant Williams Unplugged: MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will continue, comparison between this recession to the past recessions, outlook on gold, US/China relations and... by Macro Voices
83 min listen
MacroVoices #213 Josh Crumb: Deciphering the Gold market: MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more. Link: https://bit.... by Macro Voices
88 min listen
MacroVoices #310 Alex Gurevich: The Trades of March 2020: MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss inflation, the U.S. Dollar, bond yields and stock prices in the face of central bank tightening, before discussing his new book -The Trades of March 2020: A Shield... by Macro Voices
76 min listen
MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more: MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more. Link: https://bit.ly/3mvrQU9 by Macro Voices
71 min listen
MacroVoices #300 David Rosenberg: Last Disinflationist Standing: MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious met... by Macro Voices
61 min listen
MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis: MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more. ... by Macro Voices
106 min listen
MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.: Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more. Link: http://bit.ly/2tOWNfJ by Macro Voices
87 min listen
MacroVoices #252 Holiday Special Part 2: MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and fiat debasement, and then talk through a long list of h... by Macro Voices
73 min listen
Andre Johnson Speaks and Derek Newton Cut (Apr 13): Why is Derek Newton upset at his release? Robert and Brian go over the details of his sudden departure. Plus, Andre Johnson was nearly a no-show at his own Ring of Honor Ceremony and we look at the Texans just released preseason opponents. Email LockedonTexans@Mail.com for Questions or Comments. Follow us on Twitter @LockedonTexans, @HSTPodcast and @HouseofHouston Learn more about your ad choices. Visit podcastchoices.com/adchoices by Locked On Texans - Daily Podcast On The Houston Texans
26 min listen
MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation: MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on ... by Macro Voices
78 min listen
MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation: MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market Link: http... by Macro Voices
106 min listen
THE HASH: Consensus 2023 - Bermuda's Premier on Crypto Regulation; Jack Dorsey's Block Bitcoin Mining Moves by CoinDesk Podcast Network
42 min listen
DVDD #228: Broncos-Texans: Matchups, Players to Watch, & Keys by Mile High Huddle Podcast
44 min listen
MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021: MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week’s OPEC+ meeting, and much more. Link: https://bit.ly/3ooBVD... by Macro Voices
92 min listen
Big Match Podcast: Which team has the advantage going into the Manchester derby?: Host Rich Fay is joined by MEN football writers Stuart Brennan and Charlotte Duncker for a special match preview as Manchester United take on Manchester City at the Etihad Stadium on Sunday, the writers talk about both clubs recent form, recent... by Manchester is RED - Manchester United podcast
22 min listen
MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold: MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more. Link: https://bit.ly/2ZsMf3g by Macro Voices
98 min listen
"Vitalik Buterin on Time’s "Most Influential" list" September 16, 2021: The longest-running daily podcast briefing for news about bitcoin, blockchain, and all other global cryptocurrency and DLT updates. by Daily Crypto Report
6 min listen
The Wise Men: Nothing Good Happens After Midnight by Tyrus & The Wise Men
62 min listen
Reinventing bank culture: Short termism in investment is in the news because of recent comments by legendary investor Warren Buffet and others. Patrick Jenkins, FT financial editor, talks to Jessica Ground of the fund manager Schroders, about a UK initiative to reinvent bank... by FT News in Focus
5 min listen
Behind Enemy Lines: Cardinals Preview (Nov 14): Is this the last chance #Texans fans will get a chance to see 2 future Hall of Famers play in Houston? Blake Murphy, who covers the Cardinals for SB Nation, shares his thoughts on the legendary careers of Larry Fitzgerald & Adrian Peterson. He explains how the Cards did a better job of extending Fitzgerald's career than the Texans did with Andre. Plus, he tells Brian & Robert how the Texans & Cardinals mirror each other in many ways at this point in the season. Email LockedonTexans@mail.com for questions & comments. Learn more about your ad choices. Visit podcastchoices.com/adchoices by Locked On Texans - Daily Podcast On The Houston Texans
30 min listen
The Future of England Men's Red Ball and White Ball Cricket Teams - The McStokes Era Begins & Eoin Morgan's Finishes - Feat. Dan Weston by The Cricket Podcast
41 min listen
MacroVoices #225 Harley Bassman: The long slow road to inflation: MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more. Link: https://bit.ly/2C... by Macro Voices
83 min listen

Discover this podcast and so much more

MacroVoices #234 Brent Johnson: The Dollar is Not Dead

MacroVoices #234 Brent Johnson: The Dollar is Not Dead

Description

Titles in the series (100)

More Episodes from Macro Voices

Related podcast episodes