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(1299)

Rank #34 in Investing category

Business
Investing

Macro Voices

Updated 5 days ago

Rank #34 in Investing category

Business
Investing
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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

Read more

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

iTunes Ratings

1299 Ratings
Average Ratings
1217
28
16
16
22

Great knowledge

By Surround Sound - May 09 2020
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Great knowledge, great guests. Thought provoking.

Best Business Show

By Bobbystks"gmail.com - Apr 07 2020
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I have to listen, guests are amazing.

iTunes Ratings

1299 Ratings
Average Ratings
1217
28
16
16
22

Great knowledge

By Surround Sound - May 09 2020
Read more
Great knowledge, great guests. Thought provoking.

Best Business Show

By Bobbystks"gmail.com - Apr 07 2020
Read more
I have to listen, guests are amazing.
Cover image of Macro Voices

Macro Voices

Latest release on Oct 15, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 5 days ago

Rank #1: EuroDollar University, Season 2, Part 3

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Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 3 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff delve in the federal reserve intervention, the structural changes in the Eurodollar system and the shift in bank views from riskless return to returnless risk. They further look into its impact on sustained economic growth and impact on global economies.

Aug 23 2018

1hr 13mins

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Rank #2: Anatomy of the U.S. Dollar End Game Part 1 of 5

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MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 1 of the 5 Part Series, Jeffrey Snider presents perspectives on where we are today. Looks at how Russia and Brazil dealt with US dollar funding through derivatives and FX repo auctions. They further discuss China’s management of the U.S. dollar and the evolving Chinese response.

Dec 24 2017

1hr 17mins

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Rank #3: Jeff Snider: Eurodollar System Overview

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Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss the history of Eurodollar, Eurodollar as global reserve currency, and how the global economy and the global financial system depend on the Eurodollar system. They also discuss the breakdown of Eurodollar system, the Great Global Monetary Crisis and the effect the Eurodollar squeeze has on the global system.

Apr 18 2019

1hr 21mins

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Rank #4: EuroDollar University, Season 2, Part 2

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Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 2 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the collateral problems with gold during 2008. Jeff explains why the crisis was a liquidity risk, not a credit risk. They elaborate on the basic interbank functions, balance sheet capacity, negative swap spreads and the pro-cyclical positive monetary feedback loop.

Aug 16 2018

1hr 9mins

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Rank #5: Dr. Lacy Hunt: The Bond Bull Market is NOT over!

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Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt back to MacroVoices. Erik and Lacy ask if the bond bear market has really started and what are the opposing views? They further discuss shorting high yield debt, junk credit and ask where to be on the yield curve right now. They then move on to discuss the bigger picture as to whether America ever be able to repay the debt and where is the point of no return.

May 24 2018

1hr 14mins

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Rank #6: Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies

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Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss gold swaps, how central banks engage in them and what has changed in gold swap markets today. They further investigate the gold bug’s conspiracy theory about “gold pukes” and what happened to gold in the 2008 crisis. They finally touch on how has the mood changed in gold starting 2017?

Mar 02 2018

1hr 34mins

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Rank #7: MacroVoices #173 Marin Katusa: Everyone’s focused on Gold, but the real buy is in Oil!

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Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss his outlook on uranium, perspective on shale oil over the next decade, and how to play the energy sector.

Jun 27 2019

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Rank #8: MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified

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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

Sep 12 2019

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Rank #9: Chris Cole: The ‘BIG ONE’ (Vol event) hasn’t happened yet.

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Erik Townsend and Patrick Ceresna welcome Chris Cole back to MacroVoices. Erik and Chris dissect the Vol crash in February 2018 and the implicit/explicit short vol risks. They then put perspective on the next phase of the short vol unwind and the impacts of the reduction of central bank balance sheets. They further discuss the link between volatility and the credit cycle and the stock/bond correlation.

Jan 11 2019

1hr 7mins

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Rank #10: Jeff Snider: U.S. Treasury Yield Curve Deep Dive

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Erik Townsend and Patrick Ceresna welcome Jeffrey Snider to MacroVoices. Erik and Jeff discuss what the current yield curve is telling us? They touch on the changes from an era of fed funds rate targeting and reflect on the 2006-2009 period for interest rates and the reflation trends in the post “Great Financial Crisis”. Jeff continues to deconstruct rates, the negative term premiums and the markets inflation expectations. They conclude looking at central bank failure and why this flat curve is bad.

Mar 22 2018

1hr 46mins

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Rank #11: MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices

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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 BoothLink: http://bit.ly/2YETLYN

Aug 01 2019

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Rank #12: EuroDollar University, Season 2, Part 1

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Erik Townsend and Patrick Ceresna welcome Jeffrey Snider back to MacroVoices for Part 1 of Season 2 of the new Eurodollar University series. During this episode, Erik and Jeff discuss the lost dollar decade and put into context the global dollar markets. They further dive into the shadows of the great financial crisis and the liquidity crisis in the CDS markets.

Aug 09 2018

1hr 16mins

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Rank #13: MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system

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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

Oct 24 2019

1hr 12mins

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Rank #14: All-Stars #65 Luke Gromen: The Narrative Failure is upon us!

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All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”.

Link: http://bit.ly/2mUbElv

Oct 02 2019

24mins

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Rank #15: Keith McCullough: Bond Yields May Have Peaked

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Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss how the investment landscape has evolved, why deflationary pressures are on the horizon. They further discuss the marginal rates of change in growth and inflation, U.S. real GDP and CPI forecasts, the global economic landscape and the key macro themes into the year end.

Nov 16 2018

1hr 24mins

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Rank #16: Francesco Filia: Stock market CRASH entirely possible

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Erik Townsend and Patrick Ceresna welcome back Francesco Filia to MacroVoices. Erik and Francesco discuss bear markets, complex dynamic systems, and the phase transitions and the twin bubbles. The continue discussing tipping points, crash hallmarks and butterflies. They ask why are the risks now and will treasury bonds going to be the benefactor? The end asking how to play the short side of the markets?

Feb 15 2019

1hr 19mins

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Rank #17: All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup

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All-Star Jeff Snider is back by popular demand to explain why the mainstream explanations for last week’s explosion in repo rates just doesn’t add up with the facts!

Link: http://bit.ly/2mcArQV

Sep 23 2019

35mins

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Rank #18: MacroVoices #192 Keith McCullough : Inflation Accelerating

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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

Nov 07 2019

1hr 32mins

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Rank #19: MacroVoices #176 Jim Rickards on his new book, Aftermath

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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

Jul 18 2019

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Rank #20: Charlie McElligott: Fear the Steepener

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Erik Townsend and Patrick Ceresna welcome Charlie McElligott back to MacroVoices. Erik and Charlie discuss the china credit impulse and PBoC liquidity operations. The discuss if this is a bear market rally or continuation of bull market and fading the Fed’s economic optimism. They update CTA positioning across asset classes and positioning in risk parity funds. They finally end with a conversation on the yield curve steepener.

Jan 16 2019

1hr 27mins

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