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MacroVoices Weekly Podcasts

MacroVoices Weekly Podcasts

1. MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more

   MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more.

   https://bit.ly/3K4aFal

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2. MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse

   MacroVoices Erik Townsend welcomes Forest for the Trees founder Luke Gromen to the show to discuss how the US Dollar has fared in the wake of central bank divestitures and Luke’s outlook for the dollar and other markets in the wake of Silicon Valley Bank’s collapse after the biggest bank run in U.S. history last Thursday. https://bit.ly/3mZTwVT

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3. MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times

   MacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopolitical escalation risks to Chinese demand to why precious metals haven’t responded more to geopolitical risk escalation. https://bit.ly/3mzsKDH

    

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4. MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion

   MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil would be released from the U.S. SPR months before it happened. They discuss the SPR and Anas’ broader outlook for energy markets in the feature interview. https://bit.ly/3YhqaPX

   Download Dr. Alhajji's charts: https://bit.ly/3ZB0uz0

   Check out Energy Outlook Advisors on Substack: https://anasalhajjieoa.substack.com/

   Download Big Picture Trading chartbook 📈📉https://bit.ly/3mkf2Ve

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5. MacroVoices #364 Julian Brigden: On Opportunistic Disinflation

   MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more.

   Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG

    

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6. MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked

   MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak’s recession call from last summer, which he’s still committed to. They also examine the growth, business and inflation cycles along with ECRI’s leading indicators which are plumbing lows never seen before except during the depths of the 2008 crash.https://bit.ly/3YAp6aT

    

   Download ECRI charts: https://bit.ly/3S2NWO0

    

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7. ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy

   Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.

    

   This is a new version of this episode re-written based on listener feedback.

    

   3rd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg

    

   #OOTT

8. ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis

   Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.

    

   This is a new version of this episode re-written based on listener feedback.

    

   2nd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg

    

   #OOTT

9. ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces

   Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis.

    

   This is a new version of this episode re-written based on listener feedback.

    

   1st of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg

    

   #OOTT

10. MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?

    MacroVoices Erik Townsend welcomes Eurodollar University founder Jeff Snider to the show to discuss whether the Fed has really achieved the soft landing they’re crediting themselves for, credit markets, Eurodollar curves, recession outlook and more. https://bit.ly/40FI6WS

    Download Jeff's slidedeck: https://bit.ly/3HQZm2I

    Check out Eurodollar University: https://www.youtube.com/@eurodollaruniversity

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11. Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis

    Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis.

    Why it can’t be avoided, what caused it, and what it will take to solve it.

    Last of 5 special episodes airing Sundays. Download associated PDF https://bit.ly/3jx8zFm

     

    #OOTT

12. MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”

    MacroVoices Erik Townsend welcomes Honte investments fund manager Alex Gurevich to the show. They discuss this week’s FOMC statement and press briefing, inflation, crude oil, interest rates, equity markets, and precious metals. https://bit.ly/40pDvrx

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13. Energy Doc Episode #4: What’s wrong with Nuclear Energy?

    Sneak preview of @ErikSTownsend’s upcoming docuseries about the coming global energy crisis.

    Why it can’t be avoided, what caused it, and what it will take to solve it.

    4th of 5 special episodes airing Sundays in January. Download associated .PDF https://bit.ly/3JoMzXD

     

    #OOTT

14. MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more

    MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recession risk, equity market outlook, gold and much more. https://bit.ly/3WL6enD

     

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15. MacroVoices #359 Lyn Alden: 2023 Macro Outlook

    MacroVoices Erik Townsend welcomes Lyn Alden to the show. They revisit her crude oil outlook then dive into a slide deck exploring Lyn’s most interesting insights and perspectives for 2023. https://bit.ly/3Hif3Rw

    Download Lyn's chartbook: https://bit.ly/3QYL0l5

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16. MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited

    MacroVoices Erik Townsend welcomes the founder of the Ivanhoe mining empire, Robert Friedland to the show. They discuss the geopolitical change toward a multi-polar world, the war cycle, the coming energy crisis, deep geothermal energy, and much more. https://bit.ly/3W5oDLG

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17. MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half

    MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j

    Download Darius Dale's chartbook: https://bit.ly/3WMxOBL

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18. MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

    MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn

     

    Download chartbook: https://bit.ly/3Q0FoGk

    Get a sample issue of Uranium Insider Pro Monthly Newsletter 

19. MacroVoices #355 Mark Nelson: Understanding All Things Nuclear

    In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on to discuss advanced nuclear technologies including small modular nuclear reactors, molten salt cooled reactors and Thorium-fuelled nuclear reactors. https://bit.ly/3Wg3q2J

     

    Radiant Energy Group 

    Kirk Sorensen: Thorium, an alternative nuclear fuel 

    Mothers for Nuclear 

    Clean Core Thorium Energy 

    Worlds Nuclear Association Library 

    What Is Nuclear Energy? - Nick Touran 

    The Story of Storage (Mark Nelson Masterclass) - Decouple Podcast 

    Something's Rotten with French Nuclear- Decouple Podcast 

    The Russian Atom feat. Mark Nelson- Decouple Podcast 

    What Went Wrong at Vogtle? feat. Mark Nelson - Decouple Podcast 

    A Hard Landing for Soft Energy - Decouple Podcast 

    On the use and abuse of LCOE - Decouple Podcast 

    Dutch Waste Facility 

    Thread on Nuclear Waste 

    Thread on Dutch Waste Facility 

     

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20. MacroVoices #354 Jim Bianco: CPI, FOMC, China & More

    MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll also discuss Jim’s outlook for fixed income, equities, gold, and more. https://bit.ly/3HEMnTf

     

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21. MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions

    MacroVoices welcomes Luke Gormen to the show to discuss whether the bear market rally in equities is over, whether inflation has peaked, and how the U.S. Government will fund deficit spending in an era when China and Russia are no longer ready buyers of U.S. debt issuance. https://bit.ly/3FBdjBV

     

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22. 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

     

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23. 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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24. 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

     

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25. 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/

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26. 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

     

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27. 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

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28. 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

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29. 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

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30. 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

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31. 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

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32. 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

     

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33. 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

     

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34. 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

     

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35. 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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36. 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

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37. 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

     

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38. 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

     

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39. 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)

     

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40. 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

     

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41. 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

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42. 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

     

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43. 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

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44. 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

     

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45. 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

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46. 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

     

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47. 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

     

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48. 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

     

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49. 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

     

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50. 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

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51. 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

     

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52. 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

     

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53. 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

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54. 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

     

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55. 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

56. 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/

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57. 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

58. 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

     

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59. 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

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60. 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

61. 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

62. 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

63. 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

64. 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

65. 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

66. 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

67. 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

68. 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

69. 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

70. 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

71. 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

72. 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

73. 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

74. 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

75. 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

76. 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

     

77. 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

78. 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

79. 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

80. 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

81. 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

82. 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

83. 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

84. 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

85. 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

86. 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

87. 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

88. 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

89. 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

90. 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

     

91. 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

92. 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

93. 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

94. 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

95. 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

96. 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

97. 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

98. 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

99. 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

100. 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