Macro Voices

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