MacroVoices #175 Jesse Felder: Breadth divergences signal caution warranted on new all-time highs
Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss the theories on the length of this market cycle, outlook on the dollar and bond yields, and the unwind of institutional risk parity trade and much more.
Link: http://bit.ly/2xKZugy
Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman
Energy Week episode #10: What’s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation.
Link: http://bit.ly/2LKEOxu
Energy Week #10: Inventory data or Tropical Storm? What’s driving the price rally? Alhajji/Shuchart/Berman
Energy Week episode #10: What’s driving the price rally? Tropical storm in the gulf or massive inventory draw? Also security in Straits of Hormuz and Art v. Anas on data interpretation.
Link: http://bit.ly/2LKEOxu
All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze
All-Star Luke Gromen tells Erik Townsend he understands and agrees with the “global dollar squeeze” argument, but it doesn’t deter him from being bullish Gold, Bitcoin, and risk assets generally.
Link: http://bit.ly/2LdwKpt
All-Stars #30 Luke Gromen: Still bullish risk assets, Gold & BTC despite global Dollar squeeze
All-Star Luke Gromen tells Erik Townsend he understands and agrees with the “global dollar squeeze” argument, but it doesn’t deter him from being bullish Gold, Bitcoin, and risk assets generally.
Link: http://bit.ly/2LdwKpt
All-Stars #29 Brent Johnson: Still not chasing Gold at these levels
All-Star Brent Johnson tells Erik Townsend he’s not chasing gold at these prices, and his conviction that the USD is headed much higher has never been stronger. Brent also thinks SPX 4000 is possible in the next 2-3 years.
Link: http://bit.ly/2LdZvlR
All-Stars #29 Brent Johnson: Still not chasing Gold at these levels
All-Star Brent Johnson tells Erik Townsend he’s not chasing gold at these prices, and his conviction that the USD is headed much higher has never been stronger. Brent also thinks SPX 4000 is possible in the next 2-3 years.
Link: http://bit.ly/2LdZvlR
All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt
All-star Louis-Vincent Gave tells Erik Townsend that $13.5tn of negative-yielding sovereign debt around the world is a sign the global economy is in serious trouble. U.S. Stocks may be at all-time highs, but the rest of the world is in decline.
Link: http://bit.ly/2XKIfuH
All-Stars #28 Louis-Vincent Gave: $13tn of Negative-Yielding Debt
All-star Louis-Vincent Gave tells Erik Townsend that $13.5tn of negative-yielding sovereign debt around the world is a sign the global economy is in serious trouble. U.S. Stocks may be at all-time highs, but the rest of the world is in decline.
Link: http://bit.ly/2XKIfuH
All Stars #27 Dr.Pippa Malmgren: Don't underestimate the importance of data security
Today’s All-Star Dr.Pippa Malmgren says why privacy will be the governance issue of our time. Link – > https://www.macrovoices.com/podcasts-collection/macrovoices-all-stars-podcasts/617-all-stars-27-pippa-malmgren-don-t-underestimate-the-importance-of-data-security