Macro Voices
A podcast by Hedge Fund Manager Erik Townsend - Giovedì
688 Episodio
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Juliette Declercq: The bear argument for the USD
Pubblicato: 18/05/2018 -
Charles Gave: Our Industry is NOT prepared for secular inflation!
Pubblicato: 11/05/2018 -
Russell Napier: Signs of incipient inflation are a false alarm and won’t last long
Pubblicato: 04/05/2018 -
Marin Katusa: Copper, Uranium & the EV Revolution
Pubblicato: 26/04/2018 -
Bassman/Cudmore/Snider: Market Correction Review
Pubblicato: 20/04/2018 -
Darius Dale: Hedgeye turn BEARISH U.S. Growth
Pubblicato: 13/04/2018 -
Simon White: Equities are running out of road
Pubblicato: 06/04/2018 -
Julian Brigden: Stock collapse under own weight or Fed/yields do it for them
Pubblicato: 29/03/2018 -
Jeff Snider: U.S. Treasury Yield Curve Deep Dive
Pubblicato: 22/03/2018 -
John Mauldin: No sign of imminent recession
Pubblicato: 16/03/2018 -
Jim Grant: The great Bond BEAR Market has already begun!
Pubblicato: 09/03/2018 -
Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies
Pubblicato: 02/03/2018 -
Rick Rule: Natural Resource Investing
Pubblicato: 23/02/2018 -
Eric Peters: Systemic Risks are Mounting
Pubblicato: 16/02/2018 -
Jared Dillian: The week short vol imploded
Pubblicato: 09/02/2018 -
Art Berman: Crude Oil Special Double Header
Pubblicato: 02/02/2018 -
Chris Cole: Volatility and the Alchemy of Risk
Pubblicato: 26/01/2018 -
Mark Cudmore: Around the World of Macro
Pubblicato: 19/01/2018 -
Josh Steiner: Global Housing Market Analysis
Pubblicato: 12/01/2018 -
Anatomy of the U.S. Dollar End Game Part 5 of 5
Pubblicato: 05/01/2018
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