Macro Voices
610 episodes - English - Latest episode: 10 days ago - ★★★★★ - 2.9K ratingsWeekly 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
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Episodes
MacroVoices #436 Tian Yang: Left & Right Tails
July 12, 2024 10:52 - 1 hour - 49.1 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eWdN5o ✅Sign up for a FREE 14-day trial at Big Picture Trading: https:/...
MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement
July 03, 2024 11:24 - 55 minutes - 44.2 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P ⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 S...
MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?
June 27, 2024 15:06 - 1 hour - 51.4 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/ ⚫ Follow Bill on X: https://www.x.com/bill_blain 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3zlNrJI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Sub...
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
June 20, 2024 15:33 - 1 hour - 148 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA ⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/ ⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3...
MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
June 13, 2024 16:53 - 1 hour - 155 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3xgyDLJ ✅SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: https://bit...
MacroVoices #431 Lakshman Achuthan: 2024 Turning Points
June 06, 2024 15:22 - 55 minutes - 44.1 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4c7SjjF ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Y...
MacroVoices #430 Jim Bianco: Rate Hike On Deck
May 30, 2024 15:46 - 1 hour - 55.3 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KnqnN6 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2F...
MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics
May 23, 2024 15:09 - 1 hour - 53.6 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo ⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji ⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.substack.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/44YqJD9 ✅Sign up for a FREE 14-day trial at Big Picture Tradi...
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
May 16, 2024 15:34 - 1 hour - 56.6 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ⚫ Check Out: https://www.gorozen.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bFenlx ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Ch...
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
May 09, 2024 10:45 - 1 hour - 72.4 MBMacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu ⚫ Find out More: https://www.copenhagenatomics.com/ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4...
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
May 02, 2024 15:40 - 1 hour - 56.3 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d ⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund ⚫ Find out More: https://santiagocapital.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bld0rU ✅Sign up for a FREE 14-day trial at Big Pi...
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
April 25, 2024 15:44 - 1 hour - 51.9 MBMacroVoices 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: honteinv.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3UzhqVJ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Yout...
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
April 18, 2024 07:36 - 1 hour - 51.9 MBMacroVoices 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_Johnston ⚫ Find out More: https://www.commoditycontext.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vTbbnh ✅Sign up for a FREE 14-day trial at Big Picture Trading: https:...
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
April 11, 2024 15:39 - 1 hour - 61.5 MBMacroVoices 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.uraniuminsider.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/43SHq2e ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Y...
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
April 04, 2024 15:42 - 1 hour - 49.2 MBMacroVoices 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 Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO ⚫ Follow Larry on X: @Convertbond ⚫ Find out More: thebeartrapsreport.com 🔻Download Big Picture Trading Chartbook: 📈📉: https...
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
March 28, 2024 14:32 - 57 minutes - 46.5 MBMacroVoices 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 Picture Trading Chartbook: 📈📉: https://bit.ly/3IXSBgC ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.c...
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
March 21, 2024 15:40 - 1 hour - 53.7 MBMacroVoices 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 Picture Trading Chartbook: 📈📉: https://bit.ly/3vig2Ox ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.you...
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
March 14, 2024 15:02 - 1 hour - 53.6 MBMacroVoices 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 on X: https://www.twitter.com/ArjunNMurti 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Pnif1Y ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD ...
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
March 07, 2024 15:54 - 1 hour - 56 MBMacroVoices 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 ⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU ⚫ Visit EuroDollar University: https://www.eurodollar.university/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3wLe4Xn...
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
February 29, 2024 17:31 - 1 hour - 50.4 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4 ⚫ Follow Jim on X: @BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3uGcbus ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bi...
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
February 22, 2024 17:26 - 1 hour - 58.9 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq ⚫ Follow Mike on X: https://www.twitter.com/profplum99 ⚫ Follow Mike on Substack : https://www.yesigiveafig.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/42MYjuW ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly...
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
February 15, 2024 16:52 - 1 hour - 50.7 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej ⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49gJYcm ✅Sign up for a FREE 14-day trial at Big Picture Trading: ...
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
February 08, 2024 16:51 - 1 hour - 69.1 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA ⚫ Follow Louis on X: https://twitter.com/Gave_Vincent ⚫ Find Out More About Gavekal: https://web.gavekal.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3SOovls ✅Sign up for a FREE 14-day trial at Big Picture Trading: ht...
MacroVoices #413 Darius Dale: Still Bullish
February 01, 2024 17:04 - 1 hour - 50.8 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish. 🔻Download 42 Macro Chart Book: https://bit.ly/3SeLTXO ⚫ Follow Darius on X: https://twitter.com/DariusDale42 ⚫ Find Out More About 42 Macro: https://42macro.com/ 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@E...
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
January 25, 2024 16:50 - 1 hour - 56.2 MBMacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT ⚫ Follow Anas on X: https://twitter.com/anasalhajji ⚫ Check Out Anas’s Substack: https://anasalhajjieoa.substack.com/ 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: ...
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
January 18, 2024 16:41 - 55 minutes - 44.4 MBMacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3 ⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland ⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/ 🌟The Gold Standard of Profits🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩 Join Patrick Ceresna for a 𝗙𝗥𝗘...
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
January 11, 2024 17:17 - 1 hour - 66.8 MBMacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares. ⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider ⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com 🌟The Gold Standard of Profits🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩 ...
MacroVoices #409 Mark Nelson: All Things Nuclear Energy
January 04, 2024 09:55 - 2 hours - 297 MBMacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on the contemporary challenges entwined with nuclear regulations. https://bit.ly/3H52Kan Follow Mark Nelson on X: https://twitter.com/energybants Check Out: https://www.radiantenergygroup.com/ Check out Energy Transition Crisis on YouTube: http...
MacroVoices #408 Lyn Alden: Broken Energy
December 28, 2023 10:08 - 1 hour - 247 MBMacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complications that may arise with each. https://bit.ly/3RAdIJW Follow Lyn on X: https://twitter.com/LynAldenContact Check Out: https://www.lynalden.com/ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransition...
MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
December 21, 2023 16:38 - 1 hour - 209 MBMacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why it happened, and what comes next. Jim says peak yields are NOT yet behind us... https://bit.ly/3RQyciC Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TGqLfc ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Chec...
MacroVoices #406 Matt Barrie: AI-pocalypse Now
December 14, 2023 17:07 - 1 hour - 192 MBMacrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI may give us in a future not too far away. https://bit.ly/476Sauc Read Matt’s ‘AI-pocalypse’ Article Here: https://bit.ly/3RIfJor Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3v3bZFq ...
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
December 07, 2023 17:01 - 1 hour - 69.5 MBMacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR ✅SPECIAL WEBINAR "Discover Your New Favourite Hedging Strategy" Monday, December 11th, 1pm ET Register For FREE!: https://www.bigpicturetrading.com Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionC...
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
November 30, 2023 17:39 - 1 hour - 144 MBMacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg Rosenberg Research Free Trial ✅SPECIAL WEBINAR - Register For FREE!: https://www.bigpicturetrading.com/hedge Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download B...
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
November 22, 2023 20:13 - 1 hour - 59.4 MBMacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to what’s happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu ...
MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
November 16, 2023 17:00 - 57 minutes - 46.4 MBMacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Join OptionFinity discord: https://discord.gg/Rvnsv6Y Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3SNA7Wb ✅Sign up for a FREE 14-day...
MacroVoices #402 lakshman Achuthan: A Soft Landing Still A Dream
November 16, 2023 17:00 - 57 minutes - 46.4 MBMacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Join OptionFinity discord: https://discord.gg/Rvnsv6Y Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3SNA7Wb ✅Sign up for a FREE 14-day...
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing
November 09, 2023 16:55 - 1 hour - 175 MBMacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital currencies and much more. https://bit.ly/468MiA2 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QPPxIe ✅Sign up for a FREE 14-day trial at...
MacroVoices #400 Rory Johnston: All Things Oil
November 02, 2023 16:09 - 1 hour - 67.3 MBMacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3MOUvCL ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https:...
MacroVoices #399 Ole S Hansen: Still Bullish Commodities
October 26, 2023 15:30 - 1 hour - 59.3 MBMacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalation risk is in the Israel conflict. https://bit.ly/46HF07i Ole's Charts: https://bit.ly/3MdGBtm Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly...
MacroVoices #398 Lyn Alden: Broken Money
October 19, 2023 16:20 - 1 hour - 71.8 MBMacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBR Lyn Alden's Charts: https://bit.ly/46SXZeT Buy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EX Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook...
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
October 12, 2023 16:13 - 1 hour - 53.8 MBMacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasn’t been performing recently. https://bit.ly/3RW7Hcj Alex's Market Note: https://bit.ly/3FhA9xH Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3PTuFOD ✅Sign ...
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
October 05, 2023 16:22 - 1 hour - 50.9 MBMacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next. Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Pictur...
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
September 28, 2023 19:02 - 1 hour - 182 MBMacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation. https://bit.ly/3tbJEeY Download Simon's Charts: Simon White - MacroVoices 28 2023 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RBr8a0 ✅Sign up for a FREE 14-day trial at Big Picture Tradi...
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
September 21, 2023 16:33 - 1 hour - 164 MBMacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sVfw7q ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visi...
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
September 14, 2023 16:02 - 1 hour - 55.9 MBMacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF Download Harley's charts: https://bit.ly/45TT516 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook 📈📉 https://bit....
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
September 07, 2023 15:14 - 1 hour - 131 MBMacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd Download Jesse’s charts: https://bit.ly/3Eu9PQt Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RbCyRu ✅Sign up for a FREE 14-day trial at Big Picture...
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
August 31, 2023 13:33 - 1 hour - 58.7 MBMacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB Download Brent’s charts: https://bit.ly/44xYY2r Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sEGm3s ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit...
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
August 24, 2023 13:17 - 2 hours - 234 MBIn this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW AI know what you did last summer. - Matt Barrie Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
August 17, 2023 16:26 - 1 hour - 63.1 MBMacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y Download Justin’s slide deck: https://bit.ly/3YEle9w Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KKFCAb ✅Sign up for a FREE 14-day trial at Big Picture Trading: ht...
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
August 10, 2023 15:27 - 1 hour - 54.2 MBMacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o Download Lakshman’s Charts: https://bit.ly/45ndvih Download Big Picture Trading chartbook 📈📉 https://bit.ly/3...