12 Podcast Episodes
Immaculate Disinflation (guest: Charlie McElligott)
Immaculate Disinflation (guest: Charlie McElligott)
This week we have the great pleasure of welcoming Charlie McElligott from Nomura. We learn how he became one of Wall Str... Read more
27 Jan 2023
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2hr 45mins
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares wheth... Read more
11 Aug 2022
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1hr 25mins
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares wheth... Read more
11 Aug 2022
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1hr 25mins
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to... Read more
25 Feb 2022
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1hr 18mins
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to... Read more
25 Feb 2022
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1hr 18mins
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the refla... Read more
29 Apr 2021
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1hr 28mins
Charlie McElligott On Everything Duration, Secular Growth Trades And US Elections
Charlie McElligott On Everything Duration, Secular Growth Trades And US Elections
Charlie McElligott is the leading experts on all things positioning, flow, sentiment and quant factors. He is a Managing... Read more
25 Sep 2020
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1hr 8mins
MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market
MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock pri... Read more
2 Jul 2020
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1hr 27mins
MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over
MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. They discuss late cycle dynamics, how the C... Read more
14 Nov 2019
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1hr 17mins
Charlie McElligott: The opportunity will be found selling puts. But not yet!
Charlie McElligott: The opportunity will be found selling puts. But not yet!
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss the impact of poli... Read more
9 May 2019
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1hr 21mins