Macro Voices

Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis

Les jeudis

Catégories:

649 Épisodes

  1. Energy Week: Natural gas backwardation in mid-summer?

    Publié: 13/06/2019
  2. All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view

    Publié: 11/06/2019
  3. All-Star Luke Gromen: The USD-centric system is slowly losing ground

    Publié: 10/06/2019
  4. All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!

    Publié: 07/06/2019
  5. Brent Johnson: A big dollar rally could drag stocks higher with it

    Publié: 06/06/2019
  6. Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart

    Publié: 06/06/2019
  7. Inside the Investment Committee: The 2016 big short in fixed income

    Publié: 04/06/2019
  8. All-Star Julian Brigden: Deflation still rules the day

    Publié: 04/06/2019
  9. All-Star Steve Keen: Debunking the fake climate science of William Nordhause

    Publié: 03/06/2019
  10. All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage

    Publié: 31/05/2019
  11. Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle

    Publié: 30/05/2019
  12. Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)

    Publié: 30/05/2019
  13. All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here

    Publié: 29/05/2019
  14. All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!

    Publié: 28/05/2019
  15. All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!

    Publié: 24/05/2019
  16. John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.

    Publié: 23/05/2019
  17. ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.

    Publié: 23/05/2019
  18. All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom

    Publié: 21/05/2019
  19. All-Star Juliette Declercq on Populism

    Publié: 20/05/2019
  20. All-Star Brent Johnson: Much higher stock prices possible

    Publié: 17/05/2019

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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

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