How to trade the COVID19 Crisis
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How to trade the COVID19 Crisis

Macro Voices Podcast All-Star Juliette and Erik discuss: Juliette’s analysis of market risks created by the COVID-19 pandemic Understanding why serious complication rate is (economically) more important than case fatality rate or mortality rate Juliette’s guidance on translating these views to actionable trading strategies   Supporting Materials for Download A real macroeconomic...

MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets
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MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Francesco Filia to MacroVoices. Erik and Francesco discuss: 50-Year swap rate in negative territory Why the US treasury bond is no longer an investment and its systemic implications The upcoming daily liquidity crisis and it means for the market Complexity-based systemic risk alerts...

Busted! JP Morgan charged for gold price manipulation
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Busted! JP Morgan charged for gold price manipulation

Macro Voices Podcast All-Star Luke Gromen and Erik discuss: Why this story has gotten little attention since first breaking in September 2019 Why Luke thinks the U.S. Government wants higher gold prices, an about-face from prior stance Gold market outlook – why Luke is still bullish Gold, Silver and Bitcoin Economic implications...

MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper
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MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to MacroVoices. Erik and Ralph discuss: What are some knock-on implications of the US Treasury bond? Difference between Government money market funds vs. Prime money market funds Why treasury and investment grade bond demand flows will remain solid Declining German bunds in...

Coronavirus, Surveillance Capitalism, Election Outlook
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Coronavirus, Surveillance Capitalism, Election Outlook

Macro Voices Podcast All-Star Dr. Pippa Malmgren and Erik discuss: Pippa weighs in on the Coronavirus outbreak in China, still sees bull market ahead for risk assets Reactions to Kyle Bass’ allegations that China is mining U.S. genetic mapping data for nefarious purposes Pippa’s U.S. election outlook   Dr. Philippa Malmgren (@DrPippaM...

Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2
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Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2

Macro Voices Podcast This episode of Hot Topic features… Updated version re-recorded Jan. 28 to incorporate new information learned from our listeners Full analysis of 2019-nCoV (Wuhan Coronavirus Outbreak) and its financial market implications Why comparing nCoV to SARS is not the right comparison to make Why nCoV is much harder (arguably...

Still bullish, but slightly less so than Q4
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Still bullish, but slightly less so than Q4

Macro Voices Podcast All-Star Juliette Declercq and Erik discuss: Update on Juliette’s outlook – still cautiously bullish Manufacturing stagnation vs. services outlook Central bank impotence and its impact on markets Juliette’s assessment of the 2019-nCoV Coronavirus and its likely impact on markets JDI research focuses on providing timely and exclusively trade-driven market...

MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity
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MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Julian Brigden and Dr. Chris Martenson to MacroVoices. Topics for discussion with Julian include: Does liquidity inflation asset prices Correlations between monetary policy and financial conditions Repo not QE?  Parabolic rise in equities not sustainable Topics for discussion with Dr. Chris Martenson include: Will nCoV turn...

The Fed’s “Whatever it Takes” moment is upon us
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The Fed’s “Whatever it Takes” moment is upon us

Macro Voices Podcast All-Star Luke Gromen and Erik discuss: Luke’s prediction from November 11th: What if the Repo Spike was the “risk off event everyone was waiting for”? Why Luke believes the event already happened and we’ve entered a new era of “Whatever it Takes” for the U.S. Federal Reserve Luke’s outlook for...

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

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. Erik and Grant discuss: Civil unrest and global social degradation Is inflation the key to the global geopolitical situation? Unicorn companies – collapse of WeWork, is Tesla next? Will MMT eventually lead to runaway inflation and what are its implications...

MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications
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MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss: Knowledge doubling curve Collection and monetization of personal data  Ephemeralization– what does it mean and what are its consequences? Rise of E-sports : is there an investment opportunity? Catalysts that will bring central...

MacroVoices #199 Art Berman: Crude Oil Special
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MacroVoices #199 Art Berman: Crude Oil Special

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss: IEA’s forecast of oil glut in 2020 Perspectives on Mark Gordon’s thesis – age of peak oil to age of abundance Unaccounted for oil CoT chart – pick up in open interest, what does that mean?...

MacroVoices #198 Jim Bianco: Deep dive into fixed income
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MacroVoices #198 Jim Bianco: Deep dive into fixed income

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss: Views on Zoltan Pozsar’s theory of repo dislocation Perspective on the Fed Is QE4 imminent? Negative yielding sovereign debt – what’s next? Perspectives on the next economic downturn What is on the horizon for the bond market  ...