Macro Voices Podcasts

Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss:

• Inflation update
• Anticipation of a deflationary recession
• Dangers of deflationary money
• Outlook on commodities
• Why collateral is the biggest money risk
• Will the Fed be forced out of tightening cycle?
• Why rising oil prices signal deflation

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jeff will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss:

• Inflation update
• What is Hyper-Financialization
• What’s next for the bond market
• Is it time to short junk bonds?
• Outlook on precious metals
• Signs that the bottoms are really in
• How to invest with the current economic backdrop

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Julian will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

• Has the crash already happened or is it yet to come?
• The Fed will tighten until something breaks
• Can the Fed save the market?
• Liquidity cycle and growth cycle
• Fighting inflation with recession
• Is price control on the horizon?
• Food and energy inflation

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

• Factors that affect increasing oil price

• OPEC+ targets and extra capacity to meet demand
• Russian oil production and its effects on the global market
• Escalation of energy crisis in Europe
• Which way will the oil price go?
• Increasing natural gas and electricity prices in US

• Alternative energy sources for Europe
• How to invest in the energy market with the current backdrop

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

• Why foreign divestiture of US assets is a big deal
• What happened to gold?
• Strengthening Ruble and Russian energy
• Dichotomy of US dollar
• Transitory or beginning of a secular inflation?
• Why the Fed needs to have negative interest rates
• Possible inflationary recession and the knock-on effects

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to MacroVoices. Erik and Ronnie discuss:

• Stagflation 2.0 and impacts on gold market
• Definition of stagflation
• Performance of gold
• Impacts of current geopolitics on the price of gold
• The Great Moderation is over
• Recession and the Fed
• Commodity super cycle and where it’s headed

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ronnie will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

• Is recession on the horizon?
• Peaked CPI and what’s coming next
• Growth slowdown and equity sell-off
• Outlook on China and Europe
• 5 Signs of a market bottom
• Impacts of Europe vs. Russia on commodity supply chains
• What factors to consider as investors

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

• Global financial system meltdown and US dollar’s loss of hegemony 
• De-globalization of financial flows
• Flight-to-safety trades going in opposite direction 
• China vs. Taiwan and why we should be concerned
• Geopolitics and recent sell-off in markets
• Outlook on bonds, equities and energy

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Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

• Beginning of a bear market and how much lower will it go?
• Fed policy changes and inflation
• Powell vs. Volcker  
• Recession is being engineered by the Fed
• What is driving the current equity market sell off?
• Perspectives on precious metals
• Outlook on bonds and commodities

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Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Erik Townsend and guest host Kevin Muir welcome Josh Crumb to MacroVoices. Erik and Josh discuss:

• Today’s finance industry and where it’s headed
• Tokenized digital assets and DeFi revolution
• Replacing US dollar as global reserve currency with digital currency
• How secured digital bearer assets will transform the finance industry
• What is self-sovereign identity and why it matters

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Ole Hansen to MacroVoices. Erik and Ole discuss:

• How to make sense of the commodity market under the current backdrop
• Inflation and central bank’s reaction 
• Monetary policy vs. commodity supply demand
• What drives a commodity super cycle?
• Will crisis emerge due to surge of global food prices?
• Energy – how high will oil prices go?
• Outlook on precious metals

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ole will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome MIke Green to MacroVoices. Erik and Mike discuss:

• WWIII began 2 years ago
• How to be prepared as investors
• Can this war go nuclear?
• What will this World War be about?
• Impacts of WWIII on energy and other commodities
• Perspectives on the stock market under current backdrop
• Disconnect between general sentiment and price levels

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

• Replacement of global reserve currency - from US dollar to decentralized digital currency
• Central bank issued digital currency
• Fully decentralized currency system vs. digital sovereign market
• Re-engineering corporate capital structure
• Will the new currency system emerge from Metaverse?

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Bill Blain to MacroVoices. Erik and Bill discuss:

• Inflation – is it really transitory?
• Impacts of Ukraine/Russia situation on inflation
• Global reserve currency – US Dollar vs. Digital Currency
• Inflation impacts on the bond market
• Energy crisis on the horizon?
• ESG vs fossil fuels

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Philip Verleger to MacroVoices. Erik and Philip discuss:

• Energy outlook

• Recession impact on oil prices
• Transition to ESG & Electrification of the economy
• Overlooked challenges in the transition in energy
• Consequences of current geopolitical event on energy
• Likelihood of price control

• What should be done to mitigate energy price challenges

Download the podcast transcript: [Click Here]

SPECIAL POST GAME GUEST- Jonthan Awde

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Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

• Beginning of a tightening cycle amidst Ukraine/Russian war

• Recession and decreasing demand
• Risk of stagflation in Europe and other parts of the globe
• Relationship between energy and inflation
• Chinese economy & US/China relations
• Central bank policies and hiking cycles

• Risk of runaway energy prices
• Replacement of USD as the global reserve currency  

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Joseph Wang to MacroVoices. Erik and Joseph discuss:

• This week’s FOMC meeting
• Is it time for Volcker style aggressive hiking cycle?
• What options are available to the Fed?
• QT cycle – takeaways from the past and what to expect moving forward
• Weakness in equity markets
• Will the Fed stay on course this time?
• Mortgage-backed securities

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss:

• Upcoming policy mistake

• Inflation risks – what is the issue with inflation?
• Tightening monetary policy in this current environment
• Window of economic vulnerability
• ESG and energy costs amidst the war cycle backdrop
• Outlook on equities and bonds

• Rise of commodities and what’s going on with gold  

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshman will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

• Legitimacy of Russia’s concerns
• Perspectives on Glen Greenwald’s views on Ukraine/Russia situation
• “Dead Man’s Switch”
• Is there a nuclear threat?
• Russia’s presence in Asia
• What can aid in de-escalation of the current Ukraine/Russia relations
• WWIII may result in an economic boom

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss:

• Key takeaways from previous tightening cycles

• Secular vs. transitory inflation
• Aftermaths of hiking cycles of the past
• Impacts of COVID pandemic effects on the market
• Ukraine/Russia relations – downside left tail or right tail risk?
• Outlook for second half of 2022

• How to interpret lack of liquidity in the markets

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.