688 Episodes

  1. Juliette Declercq: The bear argument for the USD

    Published: 5/18/2018
  2. Charles Gave: Our Industry is NOT prepared for secular inflation!

    Published: 5/11/2018
  3. Russell Napier: Signs of incipient inflation are a false alarm and won’t last long

    Published: 5/4/2018
  4. Marin Katusa: Copper, Uranium & the EV Revolution

    Published: 4/26/2018
  5. Bassman/Cudmore/Snider: Market Correction Review

    Published: 4/20/2018
  6. Darius Dale: Hedgeye turn BEARISH U.S. Growth

    Published: 4/13/2018
  7. Simon White: Equities are running out of road

    Published: 4/6/2018
  8. Julian Brigden: Stock collapse under own weight or Fed/yields do it for them

    Published: 3/29/2018
  9. Jeff Snider: U.S. Treasury Yield Curve Deep Dive

    Published: 3/22/2018
  10. John Mauldin: No sign of imminent recession

    Published: 3/16/2018
  11. Jim Grant: The great Bond BEAR Market has already begun!

    Published: 3/9/2018
  12. Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies

    Published: 3/2/2018
  13. Rick Rule: Natural Resource Investing

    Published: 2/23/2018
  14. Eric Peters: Systemic Risks are Mounting

    Published: 2/16/2018
  15. Jared Dillian: The week short vol imploded

    Published: 2/9/2018
  16. Art Berman: Crude Oil Special Double Header

    Published: 2/2/2018
  17. Chris Cole: Volatility and the Alchemy of Risk

    Published: 1/26/2018
  18. Mark Cudmore: Around the World of Macro

    Published: 1/19/2018
  19. Josh Steiner: Global Housing Market Analysis

    Published: 1/12/2018
  20. Anatomy of the U.S. Dollar End Game Part 5 of 5

    Published: 1/5/2018

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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