Macro Voices Podcasts

Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

• AI Technology and its Rapid Advancement 
• Advancements in The Visual Spectrum 
• Impact on Hollywood and Creative Industries
• Potential For Fraud and Scams
• Data Protection and AI Regulation
• AI Advancements and its Effect on Society 

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Erik Townsend and Patrick Ceresna welcome Marko Papic to MacroVoices. Erik and Marko discuss:

• Ukraine-Russia Conflict and The West
• Israel-Gaza Conflict and its Potential Global Implications
• US-Iran Conflict Impact on Markets
• Geopolitical Risk in South America
• China-Taiwan's Potential Conflict and US Supply Dependence 
• US Election and How it Could Affect Markets

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

• Outlook on Equity Markets
• Inflation, Interest Rates
• Bond Market Trends
• Oil Prices and Market Impacts
• Geopolitical Risks and Investment Stratergies

Rosenberg Research Free Trial 

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

• Economic Recession and Market Performance
• Market Trends
• Economic Growth and Inflation
• The Market Outlook
• Energy Prices and Supply and Demand
• Nuclear Energy in Europe

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

• Economic Growth and Recession Indicators
• Trends and Inflation
• The FED's Goals
• Inflation and Interest Rates
• Global Economic Trends
• Economic Cycles and Geopolitical Trends

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 Leigh Goehring to MacroVoices. Erik and Leigh discuss:

• Commodity Prices
• Commodity Investing 
• Commodity Market Trends
• Gold & Oil Prices
• Potential Monetary Regime Change
• Gold-Backed Digital Currencies 

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Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

• Supply/Demand Dynamics
• China's Oil Demand
• Oil Market and Geopolitcal Risk
• Tensions in The Middle East and Oil Sanctions
• OPEC's Response if Tensions in The Region Expand
• Oil Market and Crack Spreads
• Energy Transition and Crack Spreads
• SPR Refills

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

• The state of the commodity sector  

• Inflation, commodity prices and supply chain issues 

• Commodity market backwardation  

• Gold Investments  

• Gold, interest rates and metal demands  

• Industrial metals and crude oil trends  

• Oil production capacity and geopolitical tensions 

• Oil market analysis and Commitment of Traders report 

• Market trends and analysis  

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 Lyn Alden to MacroVoices. Erik and Lyn discuss:

• The Broken Money System & Digital Currencies

• Money, debt and the future of finance

• Central Bank Digital Currencies

• Stable Coin’s Relationship With Central Banks 

• Financial Technology 

• The Resurgence of Public Debt 

• Economic Cycles, Debt and Inflation

• Money, Energy & Geopolitics

• Energy Market Trends

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SPECIAL POST GAME GUEST- Anas Alhajji

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Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:

• Financial Research Mistakes
• Inflation/Deflation
• Economic Outlook
• The Impact of Economic Realities on Employment
• Inflation/Deflation Predictions 
• Geopolitical Impact on Oil Prices
• Supply Shocks
• Nuclear Energy 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Alex 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).

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

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

• Retesting The Dollar Highs​
• US dollar System Unwinding - Feedback Loop​
• Is the FED going to keep hiking until something breaks?​
• US Shale Patch Recovery? ​
• Treasury yield crisis​
• Economic warfare - weaponizing oil ​
• What are the alternatives to treasures?​
• Has the stock market rolled over?​

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Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

• Soft landing or recession?
• What is next for inflation trends?
• Gold, breaking down
• Deflation, is it a risk? 
• Credit Event risks
• Stock/bond correlation
• Sizing up the bearish bond market

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Simon 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).

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

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

• China recovery expectations
• China/US trade relation 
• De-dollarization and BRICS
• Recent rally in energy markets
• Are we headed toward a bifurcated world?
• Possibility of Russia “weaponizing” energy prices and its implications 
  
  

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Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. Erik and Harley discuss:

• Perspective on the inverted yield curve 
• The FED’s master plan for dealing with debt
• Impact of demographics and immigration

• 3 Risk Vectors in the bond market
• Selling convexity in the bond markets
• MBS rates relative to treasury yields 
• S&P500 hedges cheapest in a decade

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Harley 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).

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

Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss:

• Bear market & recession
• Macro risks and lack of reaction from equity markets
• Equity valuations, interest rates & “The Buffet Yardstick”
• Macro earnings model
• Beginning of a recovery?
• Stocks and speculators
• The Magnificent 7

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jesse 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).

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

Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss:

• Geopolitics and its impacts on the US dollar
• BRICS currency initiative
• Possible sanctions US may invoke
• Threats to US dollar’s hegemony and the Eurodollar market
• Where is US dollar headed from here?
• Outlook on European markets
• Russia/Ukraine conflict & energy markets
• Breakdown/weakening of the Yen
• Fiat currency, gold & soft commodities

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Brent 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).

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

Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

• Unprecedented growth in Artificial Intelligence
• Complex problem solving using AI
• Transformer technology accelerating AI’s learning from vast datasets
• AI’s potential to transform job markets, bridging skill gaps
• Challenges in automating specialized tasks with AI
• Concerns and legal issues regarding misuse of AI

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Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

• US Nuclear Renaissance
• Russia/Ukraine conflict and its impact on energy security
• Nuclear reactor restarts
• Frailties in renewables
• Future of nuclear – where is it headed?
• China’s role in the future of energy

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin 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).

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

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

• Recession outlook
• Where is the market headed from here?
• Inflation cycle
• Slowdown in growth rates
• Geopolitics between US/China
• Which cycle is indicating a credit event ahead

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).

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

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

• Price inflation vs. Monetary inflation
• Distinguishing monetary inflation from supply shock
• Why this is not a secular inflation
• Are we headed towards deflation?
• Soft landing – what to expect
• Market going strong despite economic slowdown

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).

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