Macro Voices

688 Episodes

1. All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view

   Published: 6/11/2019
2. All-Star Luke Gromen: The USD-centric system is slowly losing ground

   Published: 6/10/2019
3. All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken!

   Published: 6/7/2019
4. Brent Johnson: A big dollar rally could drag stocks higher with it

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

   Published: 6/6/2019
6. Inside the Investment Committee: The 2016 big short in fixed income

   Published: 6/4/2019
7. All-Star Julian Brigden: Deflation still rules the day

   Published: 6/4/2019
8. All-Star Steve Keen: Debunking the fake climate science of William Nordhause

   Published: 6/3/2019
9. All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage

   Published: 5/31/2019
10. Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle

    Published: 5/30/2019
11. Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?)

    Published: 5/30/2019
12. All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here

    Published: 5/29/2019
13. All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors!

    Published: 5/28/2019
14. All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing!

    Published: 5/24/2019
15. John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher.

    Published: 5/23/2019
16. ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread.

    Published: 5/23/2019
17. All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom

    Published: 5/21/2019
18. All-Star Juliette Declercq on Populism

    Published: 5/20/2019
19. All-Star Brent Johnson: Much higher stock prices possible

    Published: 5/17/2019
20. Simon White: U.S. Dollar in the Crosshairs

    Published: 5/16/2019