Macro Voices
En podcast af Hedge Fund Manager Erik Townsend - Torsdage
688 Episoder
-
Juliette Declercq: The bear argument for the USD
Udgivet: 18.5.2018 -
Charles Gave: Our Industry is NOT prepared for secular inflation!
Udgivet: 11.5.2018 -
Russell Napier: Signs of incipient inflation are a false alarm and won’t last long
Udgivet: 4.5.2018 -
Marin Katusa: Copper, Uranium & the EV Revolution
Udgivet: 26.4.2018 -
Bassman/Cudmore/Snider: Market Correction Review
Udgivet: 20.4.2018 -
Darius Dale: Hedgeye turn BEARISH U.S. Growth
Udgivet: 13.4.2018 -
Simon White: Equities are running out of road
Udgivet: 6.4.2018 -
Julian Brigden: Stock collapse under own weight or Fed/yields do it for them
Udgivet: 29.3.2018 -
Jeff Snider: U.S. Treasury Yield Curve Deep Dive
Udgivet: 22.3.2018 -
John Mauldin: No sign of imminent recession
Udgivet: 16.3.2018 -
Jim Grant: The great Bond BEAR Market has already begun!
Udgivet: 9.3.2018 -
Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies
Udgivet: 2.3.2018 -
Rick Rule: Natural Resource Investing
Udgivet: 23.2.2018 -
Eric Peters: Systemic Risks are Mounting
Udgivet: 16.2.2018 -
Jared Dillian: The week short vol imploded
Udgivet: 9.2.2018 -
Art Berman: Crude Oil Special Double Header
Udgivet: 2.2.2018 -
Chris Cole: Volatility and the Alchemy of Risk
Udgivet: 26.1.2018 -
Mark Cudmore: Around the World of Macro
Udgivet: 19.1.2018 -
Josh Steiner: Global Housing Market Analysis
Udgivet: 12.1.2018 -
Anatomy of the U.S. Dollar End Game Part 5 of 5
Udgivet: 5.1.2018
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