Latest Macroeconomics Podcast Episodes
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
Macro Voices - April 25, 2024 15:44 - 1 hour ★★★★★ - 2.9K ratingsMacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP ⚫ Follow Alex on X: @agurevich23 ⚫ Find out More: ho...
Is Private Credit In The Public Interest? with Jim Grant
Capitalisn't - April 25, 2024 11:00 - 48 minutes ★★★★★ - 475 ratingsThe meteoric rise of private credit over the last decade has raised concerns among banks about unfair competition and among regulators about risks to financial stability. Historically, regulated banks have provided most of the credit that finances businesses in the United States. However, sinc...
Taxocracy Tales with Scott Hodge
The Deduction - April 23, 2024 13:00 - 28 minutes ★★★ - 1 ratingAll taxes tell a story, and today we’ll explore how taxes influenced Bob Dylan's decision to sell his music catalog, how the "chicken tax" reshaped the auto industry, and how the historic "tax on air and light" had profound effects on architecture and living conditions. Scott Hodge, President...
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
Macro Voices - April 18, 2024 07:36 - 1 hour ★★★★★ - 2.9K ratingsMacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L ⚫ Follow Rory on X: https://www.twitter.com/Rory_Jo...
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
Macro Voices - April 11, 2024 15:39 - 1 hour ★★★★★ - 2.9K ratingsMacroVoices Erik Townsend & Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6 ⚫ Follow Justin on X: @UraniumInsider ⚫ Find out More: www.uraniumi...
Ralph Nader's Capitalism
Capitalisn't - April 11, 2024 11:00 - 48 minutes ★★★★★ - 475 ratings"The only true aging is the erosion of one's ideals," says Ralph Nader, the former third-party presidential candidate who just turned 90 after more than 60 years of consumer advocacy and fighting for small business in America. From influencing the transformative passage of car safety legislation...
The Fed is in ‘hope-and-pray’ mode
Wall Street Unplugged - What's Really Moving These Markets - April 10, 2024 19:30 - 44 minutes ★★★★★ - 1K ratingsThe Fed is in a lot of trouble… While the media is claiming the economy is stronger than ever, the latest inflation data says otherwise. On today’s show, I look under the hood at the alarming numbers… why the Fed is in an impossible position when it comes to interest rates… the serious implicatio...
Multiple worlds, containing multitudes
COMPLEXITY: Physics of Life - April 10, 2024 18:42 - 40 minutes ★★★★★ - 239 ratingsGuests: Heather Graham, Research Associate at NASA Goddard Space Flight Center Hosts: Abha Eli Phoboo & Chris Kempes Producer: Katherine Moncure Podcast theme music by: Mitch Mignano Additional sound credits: Digifish music; “Determination of Azimuth,” written by Heather Graham, staged at ...
Survey Says Tax Confusion
The Deduction - April 09, 2024 19:00 - 16 minutes ★★★ - 1 ratingAll Americans are affected by the tax code—but do they understand the tax code? To find out, the Tax Foundation’s educational program, TaxEDU, and Center for Federal Tax Policy conducted a poll with Public Policy Polling. The poll surveyed more than 2,700 U.S. taxpayers over 18 years old—spannin...
Julia Coronado on Productivity, Commercial Real Estate, and the Fed’s Soft Landing
Macro Musings with David Beckworth - April 08, 2024 04:01 - 49 minutes ★★★★★ - 334 ratingsJulia Coronado is the president and founder of MacroPolicy Perspectives, a Wall Street research firm. Julia was also recently the president of the National Association of Business Economists, and she has served as an economist on Wall Street and at the Federal Reserve Board of Governors. Julia i...
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
Macro Voices - April 04, 2024 15:42 - 1 hour ★★★★★ - 2.9K ratingsMacroVoices Erik Townsend & Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP ⚫ Click To Purchase La...
Disney just broke the law
Wall Street Unplugged - What's Really Moving These Markets - April 03, 2024 19:30 - 54 minutes ★★★★★ - 1K ratingsI start today’s show by looking at the latest Personal Consumption Expenditures (PCE) Price Index data—which came in better than expected. Yet, stocks are selling off. Why? I break down what’s behind the pullback… why it puts the Fed in a tough spot… and why market conditions are incredibly dang...
Isabel Schnabel on the ECB and its New Operational Framework
Macro Musings with David Beckworth - April 01, 2024 04:01 - 56 minutes ★★★★★ - 334 ratingsIsabel Schnabel is a Member of the Executive Board of the European Central Bank, and she joins David on Macro Musings to talk about the ECB and its new operational framework. Specifically, David and Isabel also discuss the structure, operations, and monetary policy instruments of the ECB, the hi...
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
Macro Voices - March 28, 2024 14:32 - 57 minutes ★★★★★ - 2.9K ratingsMacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np ⚫ Follow Luke on X: @LukeGromen 🔻Download Big Pictu...
The New Business Of News, with Ben Smith
Capitalisn't - March 28, 2024 11:00 - 49 minutes ★★★★★ - 475 ratingsGiven the recent mass layoffs, acceleration of media consolidation, continued decline of local journalism, and rapid uptake of generative AI, the news industry—fundamental to institutional accountability in capitalist democracies—appears to be in deep crisis. Joining Bethany and Luigi to make th...
Yes, Journalism Does Have a Future, with Ben Smith
Capitalisn't - March 28, 2024 11:00 - 49 minutes ★★★★★ - 475 ratingsGiven the recent mass layoffs, acceleration of media consolidation, continued decline of local journalism, and rapid uptake of generative AI, the news industry—fundamental to institutional accountability in capitalist democracies—appears to be in deep crisis. Joining Bethany and Luigi to make th...
How human history shapes scientific inquiry
COMPLEXITY: Physics of Life - March 27, 2024 20:54 - 33 minutes ★★★★★ - 239 ratingsGuests: David Krakauer, President and William H. Miller Professor of Complex Systems at the Santa Fe Institute Sean Carroll, External Professor and Fractal Faculty at the Santa Fe Institute, Homewood Professor of Natural Philosophy at Johns Hopkins University Hosts: Abha Eli Phoboo & Chris K...
Will we see more interest rate hikes this year?
Wall Street Unplugged - What's Really Moving These Markets - March 27, 2024 19:30 - 51 minutes ★★★★★ - 1K ratingsWatch the replay of last night's special event, “The AI Story No One's Telling,” at www.curzioai.com. I start today’s show by eating some humble pie over my NCAA Final Four picks. I share my thoughts on the tournament so far… and which games I’m most looking forward to in the coming weeks. We sa...
Biden’s Budget Blueprint
The Deduction - March 26, 2024 16:00 - 21 minutes ★★★ - 1 ratingIn the context of the 2024 election year, what does President Biden's 2025 budget proposal signify regarding his strategies and priorities as he seeks reelection? And how could these proposals shape the overall landscape of this election cycle? Garrett Watson, Senior Policy Analyst and Modeli...
Andrew Levin and Christina Parajon Skinner on *Central Bank Undersight: Assessing the Fed’s Accountability to Congress*
Macro Musings with David Beckworth - March 25, 2024 04:01 - 54 minutes ★★★★★ - 334 ratingsAndy Levin is a professor of economics at Dartmouth University and a former senior staffer at the Federal Reserve Board of Governors. Christina Parajon Skinner is a legal scholar at the University of Pennsylvania and formerly was legal counsel to the Bank of England. Andy and Christina have co-a...
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
Macro Voices - March 21, 2024 15:40 - 1 hour ★★★★★ - 2.9K ratingsMacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn ⚫ Follow Ole on X: @Ole_S_Hansen 🔻Download Big...
A biotech stock that could deliver 20x gains… because of AI
Wall Street Unplugged - What's Really Moving These Markets - March 20, 2024 19:30 - 48 minutes ★★★★★ - 1K ratingsI kick things off with some thoughts on NVIDIA’s (NVDA) GPU Technology Conference (GTC). In short, it was incredible and I explain why NVDA is on an island all by itself when it comes to dominating AI. I breakdown why AI isn’t even out of the 1st inning in terms of growth and why it will disrupt ...
Anat Admati on the US Banking System and the Basel III Endgame
Macro Musings with David Beckworth - March 18, 2024 04:01 - 56 minutes ★★★★★ - 334 ratingsAnat Admati is a professor of finance and economics at Stanford University and is the coauthor of the 2013 book, *The Bankers’ New Clothes: What’s Wrong With Banking and What to Do About It.* Anat is also a returning guest to Macro Musings and she rejoins the podcast to talk about the 2024 expan...
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
Macro Voices - March 14, 2024 15:02 - 1 hour ★★★★★ - 2.9K ratingsMacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI ⚫ Follow Arjun...
Poverty in America: Terrible Scourge or a Measurement Error?
Capitalisn't - March 14, 2024 11:00 - 48 minutes ★★★★★ - 475 ratingsPerhaps the biggest evidence that capitalism in America doesn’t work, at least not for everyone, is growing income inequality and the persistence of poverty. But what is the current state of poverty and inequality in the United States? Why do debates still persist about whether poverty has been ...
Ep 4: The physics of collectives
COMPLEXITY: Physics of Life - March 13, 2024 19:47 - 33 minutes ★★★★★ - 239 ratingsGuests: Melanie Moses, External Professor at the Santa Fe Institute, Professor of Computer Science and Associate Professor of Biology at University of New Mexico Hyejin Youn, External Professor at the Santa Fe Institute, Associate Professor at Institute of Northwestern University Hosts: Abha...
NYC… CPI… AI… Oh my!
Wall Street Unplugged - What's Really Moving These Markets - March 13, 2024 19:30 - 39 minutes ★★★★★ - 1K ratingsI was in New York City over the weekend visiting my 80 year old father-in-law. While I enjoyed bagels, pizza, and attending a St. John’s basketball game. I couldn’t be happier to be home and out of the northeast weather. Turning to markets, I break down this week's CPI (consumer pricing index) re...
Unpacking the Impact of TCJA, IRA, and CHIPS on the U.S. Economy
The Deduction - March 12, 2024 21:00 - 27 minutes ★★★ - 1 ratingToday, we're examining the differences between the broad incentives provided by the Tax Cuts and Jobs Act and the targeted approach of the Inflation Reduction Act and the CHIPS and Science Act. Alex Muresianu, Senior Policy Analyst at the Tax Foundation, joins Kyle Hulehan to explore these p...
Steven Kamin and Mark Sobel on the Current State of Dollar Dominance
Macro Musings with David Beckworth - March 11, 2024 04:01 - 56 minutes ★★★★★ - 334 ratingsSteven Kamin is a senior fellow at the American Enterprise Institute, was previously the director of the Division of International Finance at the Federal Reserve Board, and is a returning guest to the podcast. Mark Sobel is the US Chairman at the Official Monetary and Financial Institutions Foru...
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
Macro Voices - March 07, 2024 15:54 - 1 hour ★★★★★ - 2.9K ratingsMacroVoices Erik Townsend & Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0 ⚫ Follo...