logo
episode-header-image
Mar 2020
1h 25m

MacroVoices #212 Simon White: Aftermath ...

HEDGE FUND MANAGER ERIK TOWNSEND
About this episode

MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis. 

Link: https://bit.ly/3akVx3S

Up next
Aug 21
MacroVoices #494 Micheal Every: Markets, Policy, Russia & More
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3UBs7aD ✅Sign up for a FREE 14-day trial at Big Picture Tradin ... Show More
1h 4m
Aug 14
MacroVoices #493 Ole Hansen: Commodities Are Heating Up!
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/47rWXKf ✅Sign up for a FREE 14-day ... Show More
1h 2m
Aug 7
MacroVoices #492 Daniel Lacalle: The End of American Exceptionalism?
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU’s relationship with the United States, precious metals, energy, and much more. https://bit ... Show More
1h 7m
Recommended Episodes
May 2021
Macro Trading (Episode 117)
SUMMARY: Discover how macro trading is influencing all markets. Colin Lancaster, one of Wall Street’s most accomplished macro traders, joins Andy to discuss how sovereign policies around the globe are likely to cause turbulence for many investors.    SHOW NOTES: 7:12: How Is Macr ... Show More
31m 11s
Apr 2023
NewEdge Wealth’s Ben Emons on Global Fixed Income: Macro Matters
Bank debt may be an attractive asset class, NewEdge Wealth’s portfolio manager and head of fixed income Ben Emons tells Bloomberg Intelligence Chief US Interest Rate Strategist and host Ira Jersey on this Macro Matters edition of the FICC Focus podcast. Emons discusses his views ... Show More
25m 11s
Nov 2023
The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
Jonny Matthews, founder of Super Macro and former portfolio manager at Brevan Howard and managing director at Citi & Saloman Brothers, joins Forward Guidance to share his view on markets and the economy. Having netted a near 100% return in 2022 with a very large short in Treasury ... Show More
1h 22m
Jun 2019
Surveillance: Trade Talks Are Unpredictable, Hewson Says
David Page, AXA Investment Managers U.S. & U.K. Senior Economist, says there is a small risk of a Fed cut in two weeks. Stephanie Baker, Bloomberg News Senior Writer, updates us on trade negotiations between the U.S. and Mexico. Victoria Hewson, Institute of Economic Affairs Seni ... Show More
30m 12s
May 2023
Progress on the Debt Ceiling, Deere Earnings on Tap, and Bonds vs. Stocks 5/19/23
While President Biden is in Japan for the G7 conference, the White House says Democratic negotiators are making progress in their debt ceiling talks. Raymond James’ Ed Mills explains the latest. Plus, Deere reports earnings this morning, offering insight into the state of the eco ... Show More
44m 56s
Mar 2022
Special Episode: Sanctions, Bonds and Currency Markets
With multiple countries now imposing sanctions, investors in Russian government bonds and currencies will need to consider their options as the risk of default rises. Important note regarding economic sanctions. This research references country/ies which are generally the subject ... Show More
8m 28s
May 2018
Euro Weakness vs. Dollar Strength with Rosenberg
Jeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few months.Stefan Selig, BridgePark Advisors Managing Partner & Former Under-Secretary of Commerce for International Trade, says it makes no sense to think of our trade d ... Show More
35m 25s
May 2023
Why Turkish Elections And The Lira Matter To Global Macro Markets
As the first round of Turkish general elections result in a runoff round, with President Erdogan facing his toughest political challenge yet, Turkish assets have been exhibiting volatility - as one would expect given the uncertainty. However, the one asset class that remains stra ... Show More
59m 58s
Jun 2023
What can we learn from previous financial crashes amid recession fears?
The global economy has weathered the most tumultuous century in modern history and most of the previous financial crises have shared similarities from which we can learn. So writes Dr Linda Yueh, CBE, in her new book, The Great Crashes: Lessons from Global Meltdowns and How to Pr ... Show More
21m 14s