Welcome to Macro Voices

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

• Election Investment Implications
• Fourth Turning & Fiscal Policy 
• Populism & Sovereign Debt
• Inflation & Business Cycle
• Gold Liquidity & US Liquidity

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).

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:

• BRICS & US Dollar
• Foreign Holders of US Treasuries
• Central Banks & Precious Metals
• US Equities & Fixed Income
• Oil Market Outlook

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 Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

• Middle East Tensions and Oil Market Impact
• Israel and Iran Tensions 
• Long-Term Oil Market Outlook
• Decline in Oil Prices Despite Supply Reductions
• China/Russia Impact on Oil Markets

Download the podcast transcript: [Click Here]

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

• Understanding Mortgage Backed Securities (MBS)
• Strategies For Investing in MBS
• Current Market Conditions & Outlook
• Creditworthiness & Government Backstop
• Regulatory Changes & ETF Innovations

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 Luke Gromen to MacroVoices. Erik and Luke discuss:

• China’s Economic Strategy & Market Performance
• The Taylor Rule & FED’s Policy Shift
• Impact of Hedge Funds on U.S Treasury Markets
• Energy Demand & Financial Strain
• Gold Forecast & Market Outlook

Download the podcast transcript: [Click Here]

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Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. Erik and Eric discuss:

• FED Policy & US Dollar
• Global Economic Tensions
• Dollar’s Role as Global Reserve Currency
• Inflation & Central Banks
• Digital Assets & Precious Metals
• Commodities & Market Outlook

Download the podcast transcript: [Click Here]

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

• Breakthroughs in AI
• Economic Constraints & The Future of AI Models
• The Future of AI in Software Development 
• The Impact of AI on Fraud and Scams
• The Role of AI in Energy 
• Potential of AI in Warfare

Download the podcast transcript: [Click Here]

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

• The FED’s Political Position 
• Rate Cut Predictions 
• China’s Economic Impact on Global Markets
• US Economic Outlook & Inflation Concerns
• Long-term Interest Rates & Gold 

Download the podcast transcript: [Click Here]

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

• Understanding The Uranium Market Structure
• Uranium Fuel Cycle & Market Dynamics
• Challenges in The Uranium Market
• Kazatomprom’s Production Challenges 
• Geopolitical Risks & Market Complacency 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Mike 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 Viktor Shvets to MacroVoices. Erik and Viktor discuss:

• Central Bank & Policy Errors
• Excess Capital & Instantaneous Risk Repricing
• Yen Carry Trade & BOJ Policy
• Geopolitical Conflicts & Impacts on Markets
• Copper & Commodity Markets

Download the podcast transcript: [Click Here]

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