MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 3 October 2019

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more. Link: http://bit.ly/2IABbIj

Transcript

Click on a timestamp to play from that location

0:00.0	This is Macro Voices with hedge fund manager Eric Townsend.
0:13.1	The free weekly financial podcast targeting professional finance, high net worth individuals,
0:18.9	family offices, and other sophisticated investors.
0:22.6	Macro Voices is all about the brightest minds in the world of finance and macroeconomics
0:27.5	telling it like it is.
0:29.2	Bullish your bearish.
0:30.5	No holds barred.
0:31.9	Now here are your hosts, Eric Townsend and Patrick Sarasna.
0:37.1	Macro Voices episode 187 was recorded on October 3rd, 2019.
0:42.6	I'm Eric Townsend.
0:44.3	One River asset management chief investment officer Eric Peters will join me as this
0:48.6	week's feature interview guest.
0:50.3	Eric says the era of monetary policy dominance over financial markets is coming to an end.
0:56.7	And that fiscal policy will soon become the primary driving force.
1:01.0	We'll discuss that as well as Eric's outlook for equities fixed income and precious metals.
1:06.5	And be sure to stay tuned for our post game segment after the feature interview when Patrick
1:11.2	will have yet another of his famous chart books for extended equity and gold market coverage.
1:17.7	And I'm Patrick Sarasna.
1:18.7	Now Eric, the S&P 500 certainly has returned to some volatility after a couple weeks of
1:24.8	a very tight almost 40 S&P point range.
1:27.9	We finally got a pretty significant down draft with some week economic numbers.
1:32.9	What's your take on the market here?
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Hedge Fund Manager Erik Townsend, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Hedge Fund Manager Erik Townsend and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.