Rule of Law, Hong Kong protests, Bullish on Innovation
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Rule of Law, Hong Kong protests, Bullish on Innovation

Macro Voices Podcast All-Star Dr. Pippa Malmgren and Erik discuss: The real reason the Hong Kong protests have centered on Hong Kong Polytechnic University Faith in large institutions and the complacency of investors relative to associated risks Why Pippa remains bullish on technology innovation and global growth despite geopolitical risks Dr. Philippa...

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

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss: Q4 2019 Macro themes–What is next?  Inflation or stagflation – is time to own gold? What is next for the Chinese economy? Outlook on US dollar Equity markets – FOMO vs. deteriorating earnings expectations Perspective on the market melt up Labor share...

MacroVoices #190 Diego Parrilla: They’ll change the rules to bail out the system
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MacroVoices #190 Diego Parrilla: They’ll change the rules to bail out the system

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. Erik and Diego discuss: Contrarian investment thesis – the energy world is flat vs. the anti-bubbles Concept of Anti-Bubble Monetary Policies without limits, what’s next? Term premia, credit risk, equity risk and liquidity premia Limits of negative rates...

Brent Johnson: A big dollar rally could drag stocks higher with it
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Brent Johnson: A big dollar rally could drag stocks higher with it

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss: The “Dollar Milkshake Theory” US Economy vs. global economy  Short–term and long–term outlook on gold How the dollar breakout can affect gold Bond yields collapsing – sign of recession? How the Fed’s interest rate cut will affect...

MacroVoices #174 John Netto: Gold will hit $1500 this month
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MacroVoices #174 John Netto: Gold will hit $1500 this month

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome John Netto to MacroVoices. Erik and John discuss: What’s driving this market? Where is gold heading next? Key macro factors driving markets Outlook on fixed income market Risk budget vs. Sharpe ratio Limitations of Sharpe ratio Outlook on the Mexican Peso  How to apply sentiment indicators to investing...

MacroVoices #177 Dr. Peter Warburton: Inflation or Stagflation? And how will it occur?
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MacroVoices #177 Dr. Peter Warburton: Inflation or Stagflation? And how will it occur?

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Dr. Peter Warburton to MacroVoices. Erik and Dr. Warburton discuss: “Blowing Up the Box” – what is the policy box? Factors that affect long term outlook for inflation History of inflation and policy framework Inflation is necessary for successful financial repression What is causing...

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

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Mark Cudmore to MacroVoices. Erik and Mark discuss: Outlook on global growth and economy US growth outlook US/China trade negotiations Unemployment rates and recession forecast US equity market and its effects on emerging markets Factors that drove the recent rally and the...

MacroVoices #180 Daniel Lacalle: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.
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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.

Macro Voices Podcast Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss: Is Trump starting a currency war with China? What are the risks of competitive devaluation Is the bond market signaling a bear market? Global demand for dollars driving monetary policy What risks and repercussions MMT poses on the economy...