MacroVoices April 29, 2019 Art Berman Labyrinth Consulting Services, Inc. Labyrinth Consulting Services, Inc. artberman.com Slide 2 156 161 143 155 148 159 148 14.73 15.48 16.41 16.95 15.99 17.34 16.06 14.0 14.5 15.0 15.5 16.0 16.5 17.0 17.5 18.0 18.5 19.0 80 100 120 140 160 180 ...MacroVoices March 13, 2019 Art Berman Labyrinth Consulting Services, Inc. Labyrinth Consulting Services, Inc. artberman.com Slide 2 Oil prices collapsed in early October but Have Recovered to Mid-$50 Range •WTI has recovered 42% of the price decline from the 2018 oil-price collapse. ...Sep 7, 2023 · Bear market & recession. Macro risks and lack of reaction from equity markets. Equity valuations, interest rates & “The Buffet Yardstick”. Macro earnings model. Beginning of a recovery? Stocks and speculators. The Magnificent 7. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors. Oct 5, 2023 · Prior to founding FFTT, Luke was a founding partner of Cleveland Research Company, where he worked from 2006-14. At CRC, Luke worked in sales and edited CRC’s flagship weekly thematic research summary piece (“Straight from the Source”) for the firm’s clients. Prior to that, Luke was a partner at Midwest Research, where he worked in ... Nov 30, 2023 · MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades ... Apr 30, 2020 · Typically, world trade grows about 5% per annum or about double the rate of increase in GDP. Last year, world trade volume declined by about 0.5%. That’s only the third decline since 1980. And the other two were in the deep recessions of 1982 and 2009. So we came into 2020 in a very weak condition. MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.Apr 27, 2023 · Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments. Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also ... Labyrinth Consulting Services, Inc. artberman.com Slide 5 Since 2014, monthly WTI at $70 only in July, September & October 2018 $30.32 $70.98 $63.86Nov 29, 2023 · 15 Nov 2023. pdf. 2023-11-09 - Transcript of the Podcast Interview between Erik Townsend and Leigh Goehring ( pdf, 217 KB ) (1066 downloads) Popular. 08 Nov 2023. pdf. 2023-11-02 - Transcript of the Podcast Interview between Erik Townsend and Rory Johnston ( pdf, 253 KB ) (978 downloads) Popular. 01 Nov 2023. Jeffrey Snider: Eurodollar University Part 4. Published: 09 November 2017. Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey discuss: Bastardization of money. Failure of Primus in 2009. Reflecting on the failure of AIG. Gramm-Leach-Bliley Act. Henry Paulson and Glass–Steagall.Equity markets – FOMO vs. deteriorating earnings expectations. Perspective on the market melt up. Labor share of income and corporate margins. Long short pairs trade in software industry. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors.MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still...Dec 7, 2023 · Marko is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Prior to joining the firm, Marko founded BCA Research’s ... Nov 7, 2019 · Equity markets – FOMO vs. deteriorating earnings expectations. Perspective on the market melt up. Labor share of income and corporate margins. Long short pairs trade in software industry. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors. 27 Sept 2018 ... This is Housing analyst Josh Steiner's recent appearance on MacroVoices Live, an event hosted recently in Toronto bringing together some of ...MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted. WWIII Has Already Started - By Dr. Pippa ...Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges ...Subscribe to our Podcasts completely FREE with no requirement to register on our site or provide us with any personal information whatsoever. Simply click on your preferred …MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …Play the Above Episode in a Pop-Up Window | Download the Above MP3 File. Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss: Overall investment argument for nuclear energy. Bifurcation of nuclear energy market. Available options for investing in nuclear.Prior to founding FFTT, Luke was a founding partner of Cleveland Research Company, where he worked from 2006-14. At CRC, Luke worked in sales and edited CRC’s flagship weekly thematic research summary piece (“Straight from the Source”) for the firm’s clients. Prior to that, Luke was a partner at Midwest Research, where he worked in ...MacroVoices #276 Philip Verleger: Energy Economics and Inflation. MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation. Link: https://bit.ly/3vApK91. 1 hr 16 min.MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …6 Sept 2017 ... Pippa Malmgren: Cryptocurrencies [Macro Voices]; The Fourth Turning [Amazon]; Triffin Dilemma [Wikipedia]; @ErikSTownsend [Twitter]; MacroVoices ...MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.Macrovoices.com offers free downloads of podcast episodes, articles and charts on macroeconomics topics. You can register to get access to the Research Roundup e-mail and the …MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ...Oct 26, 2023 · Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments. Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also ... MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.Jul 20, 2023 · Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, and a speaker with more than 900 papers, articles and columns to his credit. He advises governments, companies, financial institution and investors on various energy markets issues. He focuses on oil and gas market outlook, energy geopolitics, energy security ... Macro Voices is a weekly podcast hosted by Erik Townsend and Patrick Ceresna that covers the latest market commentary and interviews with the brightest minds in finance and macroeconomics. The …MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back ... Podden och tillhörande omslagsbild på den här sidan tillhör Hedge Fund Manager Erik ...Click to Play Now! Mr. Snider is Chief Investment Strategist and Head of Global Research at Alhambra Investment Partners. Through detailed and comprehensive investigation of the global monetary and banking system, he was one of the few analysts to sound the alarm during the run-up to the panic of 2008 and then to predict the rebound in …Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments. Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also ...MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.Oct 6, 2022 · MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. Nov 7, 2019 · Equity markets – FOMO vs. deteriorating earnings expectations. Perspective on the market melt up. Labor share of income and corporate margins. Long short pairs trade in software industry. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors. Aug 31, 2023 · Brent enjoyed more than nine years as a Managing Director at BakerAvenue Asset Management, a $2 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York. He was the lead advisor for several of the firms’ largest clients. Before joining BakerAvenue, Brent spent nine years at Credit Suisse in their ... Macro Voices Presentation Mark Gordon. P A G E 1 Note: Any market analysis, estimates, and similar information, including all statements of opinion and/or belief, contained in this presentation are subject to inherent uncertainties and qualifications and are based on a number of assumptions.Macro Voices on Apple Podcasts. TV & Home. Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the …Louis co-founded Gavekal as an independent macro research firm in Hong Kong with his dad Charles and friend Anatole Kaletsky in 2002. The starting premise for Gavekal was that China was set to become a very important economic and financial force in the world, yet most foreign investors did not know where to begin when thinking through …The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick …May 18, 2023 · MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants.MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.Mark Cudmore is a macro strategist who runs the Markets Live blogging team in Asia for Bloomberg News. He joined Bloomberg in 2014 after more than a decade's experience of trading FX and rates, with a focus on emerging markets, at sell-side institutions including Lehman Brothers, Standard Chartered Bank and Nomura as well as …MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …The 20 Best Finance Podcasts In 2023 In this list, we've rounded up our best finance podcasts, covering all types of finance, from personal finance to corporate finance, and more. Ultimately, “Finance” can mean a lot of different things to people. WhenApr 18, 2019 · The breakdown of Eurodollar system and the Great Global Monetary Crisis. The Eurodollar squeeze and its effect on the global system. Correlation between the Eurodollar squeeze and the US dollar index. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors. Share your videos with friends, family, and the worldOct 5, 2023 · 14K views 3 weeks ago. MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and... Accredited Investor Academy featuring Hedge Fund Manager Erik Townsend. In this five-episode series, Erik Townsend and Aaron Chan explore the world of “alternative” investments which are restricted by law to accredited investors. The series begins with Erik’s personal war story of dealing with the sharks on Wall Street who offer ...About. MACRO is a multiplatform media company that represents the voice and perspectives of Black people and persons of color. Since its founding in 2015, the Company has made seventeen feature films and two TV shows, and garnered fifteen Oscar nominations and three wins. With verticals extending to all aspects of media creation - …MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set t...MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More. MacroVoices Erik Townsend and Patrick Ceresna ...MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.Listen to Macro Voices on Spotify. 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, LLCMACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants.Oct 5, 2023 · Prior to founding FFTT, Luke was a founding partner of Cleveland Research Company, where he worked from 2006-14. At CRC, Luke worked in sales and edited CRC’s flagship weekly thematic research summary piece (“Straight from the Source”) for the firm’s clients. Prior to that, Luke was a partner at Midwest Research, where he worked in ... MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.The MacroVoices Podcast provides weekly market commentary by Hedge Fund Manager Erik Townsend and includes interviews with the brightest minds in the world of finance and macroeconomics. MacroVoices is made possible by funding from Fourth Turning Capital Management, LLC.MacroVoices and Erik Townsend welcome Jeffrey Snider, Mark Yusko and Luke Gromen to the show. In Part 5 of the 5 Part Series, the panel discuss the possible outcomes: What sign posts for the big change? Which investment assets will work the best? Which investment assets will work the worst? We strongly recommend that you …Macro Voices. 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. Go offline with the Player FM app!MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. A teenage computer protégé, he spent most of his high school years at MIT's Artificial ...The breakdown of Eurodollar system and the Great Global Monetary Crisis. The Eurodollar squeeze and its effect on the global system. Correlation between the Eurodollar squeeze and the US dollar index. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors.Click to Play Now! Mr. Snider is Chief Investment Strategist and Head of Global Research at Alhambra Investment Partners. Through detailed and comprehensive investigation of the global monetary and banking system, he was one of the few analysts to sound the alarm during the run-up to the panic of 2008 and then to predict the rebound in …MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ...Oct 12, 2023 · Alex Gurevich is the founder and Chief Investment Officer of HonTe Investments, a Bay Area based investment management firm. After earning a Ph.D. in mathematics from the University of Chicago, Gurevich directed his passion for strategy into a successful Wall Street career. Alex has over twenty years of trading experience including franchise ... MacroVoices #276 Philip Verleger: Energy Economics and Inflation. MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show …MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back ... Podden och tillhörande omslagsbild på den här sidan tillhör Hedge Fund Manager Erik ...Dec 15, 2022 · pdf. MacroVoices Research Roundup June 8 2023 - Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more ( pdf, 511 KB ) Popular. 08 Jun 2023. pdf. MacroVoices Research Roundup March 11, 2020 - Axel Merk: Market outlook for the coming Coronavirus crisis ( pdf, 208 KB ) Popular. MacroVoices Episode #348 w/ Eric Peters. November, 2022. Listen Here. First Meeting, EP.18 w/ Ted Seides - Trading and Evolution at One River w/ Eric Peters.Listen to Macro Voices on Spotify. 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, LLCMACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …Macro Voices launched 8 years ago and published 304 episodes to date. You can find more information about this podcast including rankings, audience demographics ...Stephanie is a leading authority on Modern Monetary Theory, a new approach to economics that is taking the world by storm. She is considered one of the most important voices influencing the policy debate today. Her book, The Deficit Myth: Modern Monetary Theory and Creating an Economy for the People, shows how to break free of the flawed ...MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical d...MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.Mr. Snider is Chief Investment Strategist and Head of Global Research at Alhambra Investment Partners. Through detailed and comprehensive investigation of the global monetary and banking system, he was one of the few analysts to sound the alarm during the run-up to the panic of 2008 and then to predict the rebound in 2009.1.Disinflation. 2.Second half rebound. soft landing fever –still a question? Page 2 eurodollar.UNIVERSITYNov 30, 2023 · MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades ... May 18, 2023 · MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants.Erik: Welcome to Part 5 of MacroVoices Eurodollar University with Alhambra Investments CIO Jeffrey Snider.I’m your host, Erik Townsend. There is a slide deck to accompany this podcast and we recommend that you download it before listening, as we’ll be referring to the charts and graphs it contains throughout this program.Tamucc financial aid office, Louisville tranny escort, Da.securitas inc, Kristalrq reddit, 12305 north miami avenue, Indeed com greenville sc, Pyrodrone, Marvel coc forum, Kohls mens wallets, Accelerated tax associate salary handr block, Nadia amine onlyfans leaks, Evilena's red dresser, Yaseminanderson nudes, Butun videolari indirme programi choreme
The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick …. Uno no mercy release date 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming...The MacroVoices Podcast provides weekly market commentary by Hedge Fund Manager Erik Townsend and includes interviews with the brightest minds in the world ...27 Sept 2018 ... This is Housing analyst Josh Steiner's recent appearance on MacroVoices Live, an event hosted recently in Toronto bringing together some of ...Accredited Investor Academy featuring Hedge Fund Manager Erik Townsend. In this five-episode series, Erik Townsend and Aaron Chan explore the world of “alternative” investments which are restricted by law to accredited investors. The series begins with Erik’s personal war story of dealing with the sharks on Wall Street who offer ...MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants.Apr 27, 2023 · Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments. Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also ... MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …This episode of Hot Topic features panelists Jim Bianco, Mike Shedlock, Dr. Ben Hunt & Dr. Chris Martenson. Erik and the panelists discuss: Why a super-spreader driven silent global contagion may have alreadyoccurred; Why draconian lockdown measures may be the only effective remedies against #COVID19’s high R0Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss: Global financial system meltdown and US dollar’s loss of hegemony. De-globalization of financial flows. Flight-to-safety trades going in opposite direction. China vs. Taiwan and why we should be concerned. Geopolitics and recent sell-off in ...Erik: It's gotta be the MacroVoices inflation outlook from Patrick's Macro scoreboard. I can't imagine anyone using anything else. Alex: Okay well, you'll have a great answer. Thank you. Well, so my answer to this question would be, what is the inflation today? The best predictor of inflation next month is the level ofJan 21, 2021 · From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets. In addition to his work as a market theorist ... 15 Nov 2023. pdf. 2023-11-09 - Transcript of the Podcast Interview between Erik Townsend and Leigh Goehring ( pdf, 217 KB ) (1066 downloads) Popular. 08 Nov 2023. pdf. 2023-11-02 - Transcript of the Podcast Interview between Erik Townsend and Rory Johnston ( pdf, 253 KB ) (978 downloads) Popular. 01 Nov 2023.Outlook on US economy and the global economy. Synchronized global downturn and risks of a recession. Zero bound for policy rates and its risk. How long can the system sustain in a ZIRP environment. Debt induced weakness undermining growth rate. What's next, quantitative easing or debt monetization. Perspective on the FEDs ability to …MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …Narration Script V1.0 DECEMBER 29, 2022 Episode 1: The Importance of Energy and Origins of the mid-2020s Energy Crisis I’m Erik Townsend. I was a software entrepreneur in the 1990s, and later went on to manage aJim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges ...Justin Huhn is a publisher and the founder of Uranium Insider Pro – the leading authority in Uranium market news and analysis of uranium sector equities. As a professional investor with a deep technical knowledge, he launched his newsletter ‘Uranium Insider Pro’ in August 2019 to help others identify the best publicly traded companies in ...MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.Nov 30, 2023 · MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades ... Feb. 2, 2023. MacroVoices Erik Townsend welcomes Honte investments fund manager Alex Gurevich to the show. They discuss this week’s FOMC statement and press briefing, inflation, crude oil, interest rates, equity markets, and precious metals. https://bit.ly/40pDvrx Download Big Picture Trading chartbook 📈📉https:…. 01:07:04.MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ...Oct 15, 2020 · Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, LLC*. At Sachem Cove, he leads the entirety of the investment process. He has nearly 25 years of hedge fund experience with extensive short selling experience across many industries. Prior to founding Sachem Cove, among his positions he was an analyst and partner ... Listen to Macro Voices on Spotify. Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and …MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back ... Podden och tillhörande omslagsbild på den här sidan tillhör Hedge Fund Manager Erik ...Narration Script V1.0 DECEMBER 29, 2022 Episode 1: The Importance of Energy and Origins of the mid-2020s Energy Crisis I’m Erik Townsend. I was a software entrepreneur in the 1990s, and later went on to manage aMacroVoices March 13, 2019 Art Berman Labyrinth Consulting Services, Inc. Labyrinth Consulting Services, Inc. artberman.com Slide 2 Oil prices collapsed in early October but Have Recovered to Mid-$50 Range •WTI has recovered 42% of the price decline from the 2018 oil-price collapse. ...MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants.Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics.MacroVoices and chatting with you because we get to talk about all this interesting stuff because we live in such interesting times. And I think that is probably the big question on everybody's mind. We went through a consumer price shock that lasted probably longer than most people were expecting, myself included.Louis-Vincent joined Evergreen Gavekal as the Chief Economist and Partner in 2016. This partnership is the “Gavekal” in Evergreen Gavekal. Louis-Vincent launched Gavekal Research with Charles Gave and Anatole Kaletsky in 1999. He is currently the CEO of Gavekal Research and a frequent contributor to their highly respected research.MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …Subscribe to our Podcasts completely FREE with no requirement to register on our site or provide us with any personal information whatsoever. Simply click on your preferred …Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss: Unprecedented growth in Artificial Intelligence. Complex problem solving using AI. Transformer technology accelerating AI’s learning from vast datasets. AI’s potential to transform job markets, bridging skill gaps. Challenges in automating ...Bear market & recession. Macro risks and lack of reaction from equity markets. Equity valuations, interest rates & “The Buffet Yardstick”. Macro earnings model. Beginning of a recovery? Stocks and speculators. The Magnificent 7. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated …Macro Voices is a weekly podcast hosted by Erik Townsend and Patrick Ceresna that covers the latest market commentary and interviews with the brightest minds in finance and macroeconomics. The …Erik: Welcome to Part 1 of MacroVoices Eurodollar University with Alhambra Partners CIO Jeffrey Snider. I’m your host, Erik Townsend. I’m your host, Erik Townsend. There’s a slide deck to accompany this podcast and we highly recommend that you download it before listening as we’ll be referring to the charts and graphs that it contains ...MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick …9.8K views 6 days ago. MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s …Jun 23, 2022 · Darius Dale is the Founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes. Prior to founding 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management, an independent investment research ... Darius Dale is the Founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes. Prior to founding 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management, an independent investment research ...MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …No personal information disclosure required! Subscribe to our Podcasts completely FREE with no requirement to register on our site or provide us with any personal information whatsoever. Simply click on your preferred method for subscribing to podcasts below and follow the instructions provided by the chosen method. MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.MacroVoices April 29, 2019 Art Berman Labyrinth Consulting Services, Inc. Labyrinth Consulting Services, Inc. artberman.com Slide 2 156 161 143 155 148 159 148 14.73 15.48 16.41 16.95 15.99 17.34 16.06 14.0 14.5 15.0 15.5 16.0 16.5 17.0 17.5 18.0 18.5 19.0 80 100 120 140 160 180 ...Brent enjoyed more than nine years as a Managing Director at BakerAvenue Asset Management, a $2 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York. He was the lead advisor for several of the firms’ largest clients. Before joining BakerAvenue, Brent spent nine years at Credit Suisse in their ...My first career was in software, pioneering the concepts known today as Service Oriented Architecture, or SOA. This work began in 1983 when I was a ...MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic ...Macro Voices Presentation Mark Gordon. P A G E 1 Note: Any market analysis, estimates, and similar information, including all statements of opinion and/or belief, contained in this presentation are subject to inherent uncertainties and qualifications and are based on a number of assumptions.Macro Voices @macrovoices7508 ‧ 47.1K subscribers ‧ 681 videos More about this channel Subscribe Videos Play all 19:25 Why Hedging Today Has Rarely Been Cheaper - MacroVoices #404 Postgame 644... Louis-Vincent joined Evergreen Gavekal as the Chief Economist and Partner in 2016. This partnership is the “Gavekal” in Evergreen Gavekal. Louis-Vincent launched Gavekal Research with Charles Gave and Anatole Kaletsky in 1999. He is currently the CEO of Gavekal Research and a frequent contributor to their highly respected research.Apr 18, 2019 · The breakdown of Eurodollar system and the Great Global Monetary Crisis. The Eurodollar squeeze and its effect on the global system. Correlation between the Eurodollar squeeze and the US dollar index. A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors. He led the Firm’s macro-analysis of the oil, natural gas and related markets as well as the overall economic environment. He was responsible for the short-term and long term outlooks for oil, natural gas, NGLs, and LNG markets. Dr. Alhajji’s articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 ...Jul 28, 2022 · MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. David Rosenberg is the President and Chief Economist & Strategist of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions. Prior to Rosenberg Research, David ...The MacroVoices Podcast provides weekly market commentary by Hedge Fund Manager Erik Townsend and includes interviews with the brightest minds in the world of finance and macroeconomics. MacroVoices is made possible by funding from Fourth Turning Capital Management, LLC.Brent enjoyed more than nine years as a Managing Director at BakerAvenue Asset Management, a $2 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York. He was the lead advisor for several of the firms’ largest clients. Before joining BakerAvenue, Brent spent nine years at Credit Suisse in their ...MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants.Jul 20, 2023 · Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, and a speaker with more than 900 papers, articles and columns to his credit. He advises governments, companies, financial institution and investors on various energy markets issues. He focuses on oil and gas market outlook, energy geopolitics, energy security ... A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors.Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, and a speaker with more than 900 papers, articles and columns to his credit. He advises governments, companies, financial institution and investors on various energy markets issues. He focuses on oil and gas market outlook, energy geopolitics, energy security ...Quote Tweet. MacroVoices Podcast. @MacroVoices. ·. Nov 23, 2022. MacroVoices @ErikSTownsend welcomes @DrPippaM for an extended interview where they discuss the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets, the new space race and much more. bit.ly/3ODO9ph. Click to Play Now! Mr. Snider is Chief Investment Strategist and Head of Global Research at Alhambra Investment Partners. Through detailed and comprehensive investigation of the global monetary and banking system, he was one of the few analysts to sound the alarm during the run-up to the panic of 2008 and then to predict the rebound in …Jan 21, 2021 · From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets. In addition to his work as a market theorist ... Aug 31, 2023 · Brent enjoyed more than nine years as a Managing Director at BakerAvenue Asset Management, a $2 Billion Asset Manager and Wealth Management firm, with offices in San Francisco, Dallas and New York. He was the lead advisor for several of the firms’ largest clients. Before joining BakerAvenue, Brent spent nine years at Credit Suisse in their ... MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants.MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those …MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic ...Eurodollar University Part 2. Click to Play Now! Download Transcript: 2017-10-05 - Transcript of Eurodollar University Part 2 with Jeffery Snider (650 KB) Download the MP3 for this episode (32.75 MB) | Get the Embed Code for this episode: Click Here. Please login to listen to the following episodes. You can register FREE here if you don’t ...MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital currency revolution in detail. Link: https ...A weekly financial podcast for professional finance, high net worth individuals, and other sophisticated investors.MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants.Dec 8, 2022 · Prior to founding FFTT, Luke was a founding partner of Cleveland Research Company, where he worked from 2006-14. At CRC, Luke worked in sales and edited CRC’s flagship weekly thematic research summary piece (“Straight from the Source”) for the firm’s clients. Prior to that, Luke was a partner at Midwest Research, where he worked in ... 26 Apr 2022 ... One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, ...MacroVoices Podcast with Hedge Fund Manager Erik Townsend. About Erik Townsend. Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream.MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this ...In other words, every 250 years you would double the knowledge of the human race. But by 1900, it was doubling every century. In other words, much faster. By 1945, he said it was doubling every 25 years. And by 1982, doubling every 12 to 13 months. And then IBM did an estimate that by 2020, which is what we’re right on the brink of, …Jun 23, 2022 · Darius Dale is the Founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes. Prior to founding 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management, an independent investment research ... Quote Tweet. MacroVoices Podcast. @MacroVoices. ·. Nov 23, 2022. MacroVoices @ErikSTownsend welcomes @DrPippaM for an extended interview where they discuss the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets, the new space race and much more. bit.ly/3ODO9ph. . Jess hilarious sister, Sunnyland cinemas, Mrs.callace porn, Chicago pd reddit, Fem pyro, Cindycakess onlyfans, Onewire walmart login, Mariah mallad leak, Midway chevrolet kearney.