Welcome to Macro Voices

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

• Update on President Trump may start his own news network
• Why Trump running a news network may be more powerful than being the President 
• Upcoming meeting of the electors – how will this impact President Trump’s actions
• What would Trump News Network look like?
• Possible pardoning for Julian Assange and Edward Snowden and its implications
• Perspectives on inflation 
• Outlook on digital currencies 

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 Jeff Snider to MacroVoices. Erik and Jeff discuss:

• DXY reaching multi-year lows – is this the beginning of the dollar crash?
• Basics of US dollar crash and related Treasury market destruction
• Has quantitative easing been successful?
• Japanese Inflation & QE – Is US monetary policy following the Japanese model?
• Lower indication in inflation indices despite excessive liquidity
• Is the U.S. dollar’s global reserve currency status being threatened?
• Perspectives on MMT

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.

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

• Has the market  priced in the vaccine news?
• How does this translate into the stock market
• Shift to secular inflation or return to deflation?
• Where is the stock market headed from here?
• Will US Treasury will go negative on 10yr or will they stay at zero?
• Treasuries vs. Gold

Download the podcast transcript: [Click Here] 

Free 30-day Trial to Dave's Economic Research and Insights 

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 Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

• Perspective on recent rally in market amidst the pandemic and U.S. Elections

• Spike in COVID cases, are things going to get worse before it gets better?
• Would expectation of more government stimulus lead to lower yields?
• Likelihood of secular inflation due to more money printing and more deficit spending
• Challenges ECB is facing with insolvent countries borrowing at low yields?
• Will foreign policies reverse under Biden administration?

• Is U.S. fracking industry facing a major threat from Biden administration energy policy?

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:

• All-time highs in the stock market despite the pandemic – what cycle does this reflect?
• What cycle is driving the recovery?
• How to manage cycle risks
• What does USFIG (U.S. Future Inflation Gauge)suggest comes next?
• When to expect secular inflation based on leading indicators
• What cycles tell us about the recent upside in the stock market

Download the podcast transcript: [Click Here]

MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to espect post-Coronavirus

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshman will refer to it throughout the interview. 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 Marin Katusa to MacroVoices. Erik and Marin discuss:

• Perspectives on MMT and how it affects the gold market
• How far are we in the gold bull market cycle
• What would change the investment mindset on gold with MMT on the horizon?
• Why investors need to consider currency conversion factor when investing in gold
• What is in store for the natural resources sector?
• Opportunities in gold mining vs. copper mining
• Asset allocation in natural resources sector

Download the podcast transcript: [Click Here]

Katusa Research Special Offer: 42% off Marin Katusa's Natural Resource Investing Newsletter 

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 Tian Yang to MacroVoices. Erik and Tian discuss:

• Inflation driven commodity super cycle – when will it happen?
• When will  consumer price inflation starts?
• How to manage your portfolio to prepare for inflation
• COVID-19 pandemic impacts on prices
• How to position for commodity super cycle
• How to approach different commodity sectors for allocation
• 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 Tian will refer to it throughout the interview. 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.