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


Title Date published
All-Stars #17 Danielle DiMartino Booth: The Fed is setting the stage for NIRP! 2019-06-14
MacroVoices #171 Josh Steiner : Canadian and American Real Estate Markets are Polar Opposites 2019-06-13
Energy Week: Natural gas backwardation in mid-summer? 2019-06-13
All-Star Brent Johnson: This past weekend’s developments don’t change Brent’s Dollar-bullish view 2019-06-11
All-Star Luke Gromen: The USD-centric system is slowly losing ground 2019-06-10
All-Star Jeffrey Snider: Yield curves and Eurodollar futures say something is very broken! 2019-06-07
Brent Johnson: A big dollar rally could drag stocks higher with it 2019-06-06
Energy Week: Sentiment sea change, Iran/Venezuela/Saudi Arabia & More. Panel Berman/Alhajji/Shuchart 2019-06-06
Inside the Investment Committee: The 2016 big short in fixed income 2019-06-04
All-Star Julian Brigden: The Fed needs to ease 2019-06-04
All-Star Steve Keen: Debunking the fake climate science of William Nordhause 2019-06-03
All-Star Danielle DiMartino-Booth: Deflation is the name of the game unless/until helicopter money hits the stage 2019-05-31
Lakshman Achuthan: Economic cycle analysis does NOT indicate end of business cycle 2019-05-30
Energy Week Episode 4: There’s been a disturbance in the force! (What just happened?) 2019-05-30
All-Star Luke Gromen: There’s reason to think the U.S. Dollar is topping here 2019-05-29
All-Star Dr. Pippa Malmgren: Geopolitics is increasingly important for investors! 2019-05-28
All-Star Kevin Muir says the market is way ahead of the Fed in pricing in easing! 2019-05-24
John Greenwood: We’re at mid-cycle, not late-cycle. Bull Market has plenty of room to run higher. 2019-05-23
ENERGY WEEK: Geopolitics, front month prices vs. steepening backwardation, and Brent-WTI spread. 2019-05-23
All-Star Prof. Steve Keen on Richard Vague's new book, A Brief History of Doom 2019-05-21

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