Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect the odds of a soft landing. Is there a trade maybe? They then move their focus to Canada, Europe, New Zealand, China: a tour around the world searching for macro opportunities. Two trade ideas and the most useful/stupidest thing they heard this w ... Show More
May 15
Process, Process, Process
To reach out to Alf: alf@palinurocapital.com (or Alfonso Peccatiello on BBG) To reach out to Brent: bdonnelly@spectramarkets.com (or Brent Donnelly on BBG) In this episode, Alf and Brent focus on various aspects of their investment/risk management process. They discuss several id ... Show More
33m 7s
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
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.
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25m 52s
Apr 2022
Spin the Globe Macroeconomic and Geopolitical trends
<p>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
<p class="p1">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
<p class="p1">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> </p>
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<p class="p1">� ... Show More
