Macro Voices
Un pódcast de Hedge Fund Manager Erik Townsend - Jueves
Categorías:
653 Episodo
-
Luke Gromen: Secular Dollar Bear goes Tactically Dollar Bullish
Publicado: 21/6/2018 -
Crude Oil Special: Anas Alhajji, Joe McMonigle, Dr. Ellen Wald
Publicado: 14/6/2018 -
DoubleLine’s Jeffrey Sherman: Bond Bear Market is Pausing but Not Over!
Publicado: 7/6/2018 -
Nomi Prins: Central Bank Collusion; Pat Hemsworth: Crude Oil Update
Publicado: 1/6/2018 -
Dr. Lacy Hunt: The Bond Bull Market is NOT over!
Publicado: 24/5/2018 -
Juliette Declercq: The bear argument for the USD
Publicado: 18/5/2018 -
Charles Gave: Our Industry is NOT prepared for secular inflation!
Publicado: 11/5/2018 -
Russell Napier: Signs of incipient inflation are a false alarm and won’t last long
Publicado: 4/5/2018 -
Marin Katusa: Copper, Uranium & the EV Revolution
Publicado: 26/4/2018 -
Bassman/Cudmore/Snider: Market Correction Review
Publicado: 20/4/2018 -
Darius Dale: Hedgeye turn BEARISH U.S. Growth
Publicado: 13/4/2018 -
Simon White: Equities are running out of road
Publicado: 6/4/2018 -
Julian Brigden: Stock collapse under own weight or Fed/yields do it for them
Publicado: 29/3/2018 -
Jeff Snider: U.S. Treasury Yield Curve Deep Dive
Publicado: 22/3/2018 -
John Mauldin: No sign of imminent recession
Publicado: 16/3/2018 -
Jim Grant: The great Bond BEAR Market has already begun!
Publicado: 9/3/2018 -
Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies
Publicado: 2/3/2018 -
Rick Rule: Natural Resource Investing
Publicado: 23/2/2018 -
Eric Peters: Systemic Risks are Mounting
Publicado: 16/2/2018 -
Jared Dillian: The week short vol imploded
Publicado: 9/2/2018
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