About Erik Townsend

hedge fund manager Erik Townsend

Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. Read More...

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MacroVoices Weekly Podcasts

MacroVoices Weekly Podcasts

Weekly 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
  1. MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go

    MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1

     

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3XRzkn6

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  2. MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

    MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph

     

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  3. MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

    MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR

     

    Download Big Picture Trading chartbook 📈📉http://bit.ly/3Of5Ye4

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/

    Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y

     

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  4. MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

    MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT

    Check out Commodity Context: https://www.commoditycontext.com/

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  5. MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

    One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7

     

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://bit.ly/3SqTy45

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  6. MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

    Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi

    Download Ole's charts: https://bit.ly/3DbCxo5

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  7. MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

    MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://bit.ly/3SqTy45

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  8. MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think

    MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FS

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CSUx7M

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://bit.ly/3SqTy45

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  9. MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead

    MacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4

    Download Alex's Charts: https://bit.ly/3fPgCLB

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3EnRLZj

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://bit.ly/3SqTy45

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  10. MacroVoices #343 Jeff Snider: Why the Dollar Remains King

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxY

    Download Jeff’s slide deck: https://bit.ly/3SK5myg

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3dWjtSf

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://bit.ly/3SqTy45

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  11. MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

    In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

     

     

  12. MacroVoices #341 Jim Bianco: Inflation Is Not Going Away

    MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. https://bit.ly/3QO1Ml9

     

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3BhRi81

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  13. MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!

    MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU

     

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3x9ZjuB

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  14. MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended

    MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe

    Download ECRI charts: https://bit.ly/3RdHC5a

     

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  15. MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar

    MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR

    Download Brent's charts: https://bit.ly/3TsiU2C

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3Tgb0ci

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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  16. MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine

    MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV

     

    Download Leigh's charts: https://bit.ly/3dGIUXy

    Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm

    Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6

     

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3dtOHPZ

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    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  17. MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9

     

    Download Charlie's slides: https://bit.ly/3BZze4t

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3SJLw73

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  18. MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession

    MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv

     

    Download David's charts: https://bit.ly/3OYUhqS

    Check out David's newsletter Haymaker 

    David's audio book - Bubble 3.0 (get 33% off with code MacroV33)

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

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  19. MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis

    MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc

     

    Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA

     

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3oCJ04B

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

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  20. MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More

    MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp

    Download Harley’s slidedeck 📈📉 https://bit.ly/3aYGHpq

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3Oq3FDw

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

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  21. MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More

    MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM

     

    Download Lyn's Slide deck 📈📉 https://bit.ly/3z2H6jL

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3RCmqqc

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

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  22. MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI

    Download Jeff's Charts 📈📉 https://bit.ly/3c1vHrD

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NQoN5u

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

     

  23. MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he says there’s plenty of room for both markets and the economy to get worse before they get better. https://bit.ly/3OBv9qy

     

    Download Julian's Charts 📈📉 https://bit.ly/3uCyTQX

     

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3acmCeG

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.comto register your free account to gain access to supporting materials

  24. MacroVoices #329 Darius Dale: A Recession Is The Bull Case

    MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc

    Download 42 Macro charts here 👉 https://bit.ly/3buzrBG

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ydQIHY

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

  25. MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis

    MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc

     

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Qr8pes

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    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  26. MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible

    MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH

     

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3mAPyQa

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    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  27. MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022

    MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that subject on this week’s gold-focused show. https://bit.ly/3tc23FN

     

    Ronnie's slide deck 📄 

    In Gold We Trust Report 2022

    In Gold We Trust Report 2022 - Compact Version

    IGWT 2022 Summary Video 

    IGWT 2022 Press Conference

    Big Picture Trading Chart Book June 2 2022

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

     

  28. MacroVoices #325 Tian Yang: Is it over yet? What do the data say?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM

    Download Variant Perception Leading Indicator Watch 📑 https://bit.ly/3GCRd17

     

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NCyrJh ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  29. MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway

    MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI

    Join Free LIVE webinar this Sunday May 22nd at 11am ET: https://bit.ly/3FYN4nL

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Nm7wkQ

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  30. MacroVoices #323 David Rosenberg: The Fed Put Has Expired

    MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by his perma-bull peers. Seems he was onto something, and he joins us again to give us an update. https://bit.ly/3svCtLo

     

    Rosenberg Research 30-Day Free Trial: https://bit.ly/3L3yWKM

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3wqdo5D

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  31. MacroVoices #322 Josh Crumb: The Future of Decentralized Finance

    MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a deep dive on the future of decentralized finance.  https://bit.ly/3Firk5K

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  32. MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun

    MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF

    Download Ole's charts 📈📉https://bit.ly/37LYFtN

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/39pax5j

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  33. MacroVoices #320 Mike Green: Investment Strategies for World War III

    MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3

     

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3xLReNO

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

  34. MacroVoices #319 Jim Bianco: The Future of Decentralized Finance

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run.

     

    Link: https://bit.ly/3vhQU6o

  35. MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG

    MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ

     

    Blain's Morning Porridge 📄: https://morningporridge.com/

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ujHZlN

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

  36. MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics

    MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more.

    Download a sample issue of Note at the Margin https://bit.ly/3IYA3KJ

    Visit Dakota Gold: https://dakotagoldcorp.com/

    Follow on Dakota Gold on Twitter: https://bit.ly/3Nw2kvA

    And on LinkedIn: https://bit.ly/3NFakdZ

    Link: https://bit.ly/3DH9Gbn

  37. MacroVoices #316 Daniel Lacalle: Energy in the New War Economy

    MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg

     

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3iBeepY

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

     

  38. MacroVoices #315 Joseph Wang: Post-FOMC Rundown

    MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency.

     

    Link: https://bit.ly/3wiuUdM

    Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3MVD3uJ

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

  39. MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical

    MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead.

    Download ECRI charts: https://bit.ly/3J6fcGm

    Download Postgame charts: https://bit.ly/3tGbdJO

    Link: https://bit.ly/3I06msk

  40. MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started

    MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted.

    WWIII Has Already Started - By Dr. Pippa Malmgren: https://bit.ly/3pCtJSa

    Link: https://bit.ly/3sEO1MZ

  41. MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

    MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets.

    Link: https://bit.ly/3LZ2TgU

  42. MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflation to bond yields to the equity market outlook, and even touches on what the decentralized finance revolution might mean to fixed income markets in years to come.

    Link: https://bit.ly/3rXnzxL

  43. MacroVoices #310 Alex Gurevich: The Trades of March 2020

    MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss inflation, the U.S. Dollar, bond yields and stock prices in the face of central bank tightening, before discussing his new book -The Trades of March 2020: A Shield Against Uncertainty.

    Link: https://bit.ly/3gF6Qc4

  44. MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to the show. They discuss everything from inflation to sustainability of Uber and Airbnb’s business model. Then be sure to stay for the postgame segment to get an update on bond markets from Patrick.

    Link: https://bit.ly/3GrVW3U

  45. MacroVoices#308 Ronald Stoeferle: Precious Metals Update

    MacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on with the Fed and this past week's equity market volatility, before moving on to precious metals update.

    Link: https://bit.ly/3II4Lbo

  46. MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe.

    *Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows*

    Link: https://bit.ly/3KsAZZQ

  47. MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation

    MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality.

    Link: https://bit.ly/3I3UmX3

  48. MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More

    MacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of the new year. They discuss what lays ahead as we discover whether inflation is set to be secular or transitory & much more.

     

    Link: https://bit.ly/3zzzLGU

  49. MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more

    MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022.

    Link: https://bit.ly/3HiOB7m

  50. MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate

    MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more.

    Link: https://bit.ly/3mqvHna

  51. MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets

    MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more.

    Link: https://bit.ly/3DWVGbX

  52. MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This

    MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week.

    Link: https://bit.ly/3rSuKYb

  53. MacroVoices #300 David Rosenberg: Last Disinflationist Standing

    MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more.

    Breakfast with Dave: https://bit.ly/3ElgkTU

    Link: https://bit.ly/3ElHOZx

  54. MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals

    MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s podcast.

    Link: https://bit.ly/3nN7rfZ

  55. MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell

    MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years.

    Link: https://bit.ly/30JPTZF

     

  56. MacroVoices #297 Ole Hansen: Commodity Sector Outlook

    MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead.

     

    Link: https://bit.ly/3H8BcQh

  57. MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency

    MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control.

    Link: https://bit.ly/2ZQuCww

  58. MacroVoices #295 David Hay: The Case for Greenflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields.

    Link: https://bit.ly/3CryxOG

  59. MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more.

    Link: https://bit.ly/3AYPIWh

  60. MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more.

    Link: https://bit.ly/3p50wjA

  61. MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed.

    Link: https://bit.ly/3DlRqTn

  62. MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

    MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more.

    Link: https://bit.ly/3onjHEU

  63. MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?

    MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies.

     

    Link: https://bit.ly/3kDuN6t

  64. MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more.

    Link: https://bit.ly/3AjypQq

  65. MacroVoices #288 Paul Krake: Mega themes for 2020s

    MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.

    Link: https://bit.ly/3yZmuWz

  66. MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol

    MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy.

    Link: https://bit.ly/3yJd8hg

  67. MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2

    MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution.

     

    Link: https://bit.ly/2UpC53g

  68. MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1

    MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution.

     

    Link: https://bit.ly/3gd5yoN

  69. MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?

    MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion.

    Link: https://bit.ly/37DMICM

     

  70. MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing

    MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.

    Link: https://bit.ly/37kB4fL

  71. MacroVoices #282 Bill Blain: Consequences of Secular Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more.

    Link: https://bit.ly/3fax7hW

  72. MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now

    MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months.

    Link: https://bit.ly/3eI2nok

  73. MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more

    MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more.

    Link: https://bit.ly/3xKio4I

  74. MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum

    MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event.

     

    Link: https://bit.ly/3wrQOYo

  75. MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency

    MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital currency revolution in detail.

    Link: https://bit.ly/3AmXGJJ

  76. MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More

    MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. They also explore Daniel’s thoughts on both cryptocurrency and sovereign digital currency, and much more.

    Link: https://bit.ly/3vUHrAr

  77. MacroVoices #276 Philip Verleger: Energy Economics and Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation.

    Link: https://bit.ly/3vApK91

  78. MacroVoices #275 Steve Keen: Inflation Will Not Run Away

    MacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway inflation feared by many people, nor will it be the hyperinflation some folks fear. 

    Link: https://bit.ly/2Tkfrby

  79. MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors

    MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing company, off the listed exchange, and at a discount to the price everyone else is paying for the same shares on the open market. They also discuss private placements and financings in gold mining stocks as well as other speculative natural resource investments such as uranium and even carbon credits.

    Link: https://bit.ly/3cfJUyh

  80. MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up

    MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, and much more.

    Link: https://bit.ly/3hZZMbY

  81. MacroVoices #272 David Rosenberg: Inflation Will Be Transitory

    MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative.

    Free 30-Day Trial to Rosenberg Research: https://bit.ly/3f2n9zI

    Link: https://bit.ly/3wmukbQ

  82. MacroVoices #271 Harley Bassman: Hedging a High Interest Future

    MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it's so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it.

    Then be sure to stay tuned for our postgame segment after the feature interview, when Patrick and Erik discuss Tesla, cryptocurrencies, and much more.

    Link: https://bit.ly/3eK4dp0

     

  83. MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets.

    Link: https://bit.ly/3xUCNEq

  84. MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again

    MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes.

    Link: https://bit.ly/3gMRIuj

  85. MacroVoices #268 Art Berman: Crude Oil Update

    MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss this and so much more. 

    Link: https://bit.ly/3vfRvUm

  86. MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts.

    Link: https://bit.ly/3mPOTtz

  87. MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be headed next. 

    Link: https://bit.ly/3t26fpv

  88. MacroVoices #265 Steven Van Metre: The Last Deflationist Standing

    MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance.

    Link: https://bit.ly/39y2KPI

  89. MacroVoices #264 Robert Friedland: Investing in the Green Revolution

    MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative green revolution, and where the best opportunities can be found for investors. So if you missed the 2-part interview on Smarter Markets, we suggest you listen to that first.

    Link: https://bit.ly/3clF9U5

  90. Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies

    Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abaxx founders Josh Crumb and Joe Raia lay out the whole story of what Abaxx intends to do, from a new commodity exchange in Singapore to embracing blockchain technology to redesign how futures markets work, to a new suite of self-sovereign identity tools for finance that could revolutionize the way the industry does business.

    Link:https://bit.ly/3r17uDB

  91. MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe

    MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting.

    Link: https://bit.ly/3tw53uj

  92. MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear

    MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.

  93. MacroVoices #261 Ole Hansen: Commodities Are Back!

     MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more. 

    Link: https://bit.ly/38a84bx

  94. MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance

    MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin.

    Link: https://bit.ly/3uGHujZ

  95. MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come

    MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.

     

    Link: https://bit.ly/3quIOUm

  96. MacroVoices #258 Julian Brigden: As Good As It Gets?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.

    Link: https://bit.ly/3rHZfgk

  97. MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets.

    Link: https://bit.ly/3rhbSP8

  98. MacroVoices #256 Russell Napier: Prepare for Secular Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to the economic outlook generally & much more.

    Link: https://bit.ly/36ohb7p

  99. MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency

    MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution generally, Bitcoin and where it’s headed.

    Link: https://bit.ly/39Rrv94

  100. MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices

    MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the upside or just a dead cat bounce, where the dollar is headed and what that will mean for the markets & more.

    Link: https://bit.ly/38Jw2Li

MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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