MacroVoices #251 Holiday Special Part 1

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MacroVoices #251 Holiday Special Part 1

FromMacro Voices

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Length:

72 minutes

Released:

Dec 24, 2020

Format:

Podcast episode

Description

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 more.

Link: https://bit.ly/3pnrakj

Released:

Dec 24, 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

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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
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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
All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE: All-Star Julian Brigden weighs in on the Saudi Arabia oil infrastructure attacks, Chinese liquidity, and the Fed’s QE that isn’t QE according to the Fed Link: http://bit.ly/33CcXFC by Macro Voices
14 min listen
All-Stars #70 Luke Gromen: The official narrative just FAILED!: All-Star Luke Gromen says the official narrative just failed: The notion that the USD shortage would affect the rest of the world before it would affect the U.S. just collapsed according to Luke, and this creates investable opportunities. Link: http://bi... by Macro Voices
19 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
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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
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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
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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
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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
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
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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
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 #81 Brent Johnson: USD, S&P, China, Canada & Gold: All-Star Brent Johnson is back with an update on the US Dollar, stocks, China, Canadian interest rates, Gold & More! Link: http://bit.ly/34HG9fd by Macro Voices
14 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 #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
MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market: Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more. Link: http://bit.ly/2Tazd7i by Macro Voices
94 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
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
Hot Topic #9 Lenore Hawkins: Boots on the ground from the Red Zone (COVID-19 Lockdown in Italy): Reporting live from Ground Zero in Northern Italy, Lenore Hawkins joins Erik Townsend with a situation report on life in Italy before and after the COVID-19 crisis struck the region. Link: http://bit.ly/38RyBrp by Macro Voices
43 min listen
MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications: Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future. ... by Macro Voices
80 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 #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 #204 Julian Brigden: The Truth about Central Bank Liquidity: MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris Martenson Link: http://bit.ly/2u7AkKO by Macro Voices
100 min listen
All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4: All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019 Link: http://bit.ly/30Y3W9G by Macro Voices
17 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
MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.: Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civil unrest and global social degradation, if Tesla will follow the collapse of WeWork, and how to react to the recent rise in price of gold. Link: http://... by Macro Voices
87 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

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MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible: MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH Download Big Picture Trading Char... by Macro Voices
88 min listen
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation: MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe. *Please note that ... by Macro Voices
81 min listen

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MacroVoices #251 Holiday Special Part 1

MacroVoices #251 Holiday Special Part 1

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