Aug 9

On Sizing Options, The Fed and The JPY

In this episode, Alf and Brent talk about the Fed's likely reaction function to incoming data and the Bessent/Japan accord on the JPY. The duo then discusses one of the trickiest questions for macro PMs: when to use options, and how to size them?

37m 18s

Jul 31

Warsh Woke Up The Bond Vigilantes

Alf and Brent discuss the significant market reaction to Warsh's press conference: the Fed handed over the keys to the bond market, and now Bond Vigilantes are in charge until data comes in to set the direction straight for everyone. How to handle such a market environment?

38m 21s

Jul 10

The Orange Variable

Brent and Alf discuss the n-th injection of the Orange Variable in markets: Trump decided to escalate again with Iran, and even suggested the ceasefire might be over altogether. The duo discusses how to approach these injections of uncertainty, and what are the best trading and r ... Show More

35m 15s

Aug 2023

Divergent Economic Outcomes: Japan, China, Europe and the US

A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. Get full access to MacroVisor at macrovisor.substack.com/subscribe

37m 52s

Mar 2025

Tariff Tantrum

Join Moe and Javaid as they discuss the latest in global economics and the stock market. The market saw some hope on Friday, have we reached the bottom? What is the latest on tariffs, inflation, and the economy? Listen now to find out the latest at this critical junction for the ... Show More

40m 5s

Sep 2019

Under The Hood: Selecting Income And Thematic Funds For Today's Risk Environment

In the wide-ranging conversation that follows, we discuss Mak F.s.' top income ideas for the current macro environment, best practices in fund selection, his favorite thematic ETF and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

25m 52s

Apr 2022

Spin the Globe Macroeconomic and Geopolitical trends

Doug McHoney (PwC's US International Tax Services Co-Leader) is joined by PwC’s Dr. Alexis Crow, PwC’s Geopolitical Investing Practice Leader. They discuss macroeconomic trends, the geopolitical landscape, the inflationary environment, trade wars, global/economic impacts ... Show More

39m 51s

Oct 2024

MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. <a href='https://bit.ly/48B8uWt'>https://bit.ly/48B8uWt ... Show More

1h 10m

Jun 2023

The Fed's Last and Final Rate Increase

Oh today’s show we are talking about the current macro economic climate and provide a forecast for interest rates for the second half of this year. The fact is that we live in an interconnected world and the attempts by central bankers to look at the economic condition ... Show More

5m 51s

Jul 2024

The Dollar Flexes Its Beach Muscles

Two top strategists talk currencies, the nation debt, international stocks, and the U.S. election. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

29m 28s

Feb 2023

Global Outlook 2023

Khatija Haque, Chief Economist, and Maurice Gravier, Chief Investment Officer, discuss the outlook the global economy this year and how investors can position themselves to take advantage of higher interest rates and faster growth in Emerging Markets. See omnystudio.com/listener ... Show More

19m 52s

Sep 2025

MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. <a href='https://bit.ly/3VqJY4t'>https://bit.ly/3VqJY4t</a> � ... Show More

1h 4m

Macro Opportunities Around The World