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Macro Voices
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MacroVoices #532 Mike Green: Record Mechanical Flows

1 tim 47 min•14 maj 2026

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH

 

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MacroVoices #533 Morgan Downey: The Return of Oil 101
•1 tim 23 min
MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict
•1 tim 19 min
MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War
•1 tim 14 min
MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
•1 tim 13 min
MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
•1 tim 34 min
MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
•1 tim 37 min
MacroVoices #526 Matt Barrie: Pay To PrAI
•2 tim 16 min
MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
•1 tim 38 min
MacroVoices #524 Simon White: War + Inflation = More Inflation
•1 tim 55 min
MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
•1 tim 52 min

Macro Voices med Hedge Fund Manager Erik Townsend finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.