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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

MacroVoices #393 Harley Bassman: Convexity Spells Opportunity

MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF

Download Harley's charts: https://bit.ly/45TT516

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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

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

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MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd

Download Jesse’s charts: https://bit.ly/3Eu9PQt

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MacroVoices #391 Brent Johnson: The Dollar Is Not Done

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB

Download Brent’s charts: https://bit.ly/44xYY2r

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sEGm3s

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MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence

In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW

AI know what you did last summer. - Matt Barrie

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MacroVoices #389 Justin Huhn: Update On All Things Nuclear

MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y

Download Justin’s slide deck: https://bit.ly/3YEle9w

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

✅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
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o

Download Lakshman’s Charts: https://bit.ly/45ndvih

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

✅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
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ

Download Jeff’s Charts: https://bit.ly/459utkc

Visit Eurodollar University: https://www.eurodollar.university/

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

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3qgZ8xa

✅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
MacroVoices #386 Lyn Alden: Energy, Inflation & much more

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI

Download Lyn’s Charts: https://bit.ly/475fOZ4

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3rM2yZ8

✅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
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz

⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money

Download Big Picture Trading chartbook 📈📉 https://bit.ly/44vvLpG

✅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
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand recovery. https://bit.ly/3NPvcQC

Download Darius’ charts: https://bit.ly/3OdfHTN

⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️

Sign up here ➡️ https://www.bigpicturetrading.com/money

Download Big Picture Trading chartbook 📈📉 https://bit.ly/46NTxyF

✅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
MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr

Download Juliette’s charts: https://bit.ly/3pyYn2f

⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️

Sign up here ➡️ https://www.bigpicturetrading.com/money

Download Big Picture Trading chartbook 📈📉 https://bit.ly/44doN8K

✅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.comto register your free account to gain access to supporting materials
MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars

MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss the aborted coup in Russia last weekend before moving on to issues affecting the United States. https://bit.ly/3CQ9KG3

Check out Pippa's substack: https://drpippa.substack.com/

Download Big Picture Trading chartbook 📈📉 https://bit.ly/46mv2bT

✅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
MacroVoices #381 Leigh Goehring: Global Food Crisis Update

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the formative global food crisis resulting from more of the world’s economies advancing to the point where far more people eat meat all over the world. https://bit.ly/3Pr09wU

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CHC4u5

✅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
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. https://bit.ly/3Cy5V84

Download Big Picture Trading chartbook 📈📉 https://bit.ly/42FY3fC

✅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
MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more

MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss whether inflation is transitory, sticky, or secular, the outlook for yields and equity markets, artificial intelligence, precious metals, and much more. https://bit.ly/42KlbcZ

Download Big Picture Trading chartbook 📈📉 https://bit.ly/43u8tzU

✅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
MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to the show to discuss all things precious metals - from the fundamental outlook to likely possibility of an even deeper correction than we’ve seen so far before the yellow metal makes an assault on new all-time highs in U.S. dollar terms. https://bit.ly/3WLKYQu

IGWT – Showdown: https://bit.ly/3oAxb2H In Gold We Trust Report: https://bit.ly/42qB4VO

IGWT – Compact Version: https://bit.ly/3C4iQ1x

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3OR6Nwa

✅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
MacroVoices #377 Daniel Lacalle: On The Road To Stagflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more. https://bit.ly/43va5t7

Check out Daniel's YouTube channel: https://www.youtube.com/@DanielLacalleInEnglish

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3oz0LFF

✅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
MacroVoices #376 Tian Yang: When the Recession Becomes Obvious

Erik Townsend and Patrick Ceresna welcome Variant Perception CEO Tian Yang to the show to discuss the long-awaited U.S. recession, and the final flush in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl

Download Tian's charts here: https://bit.ly/3Oo0AaO

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3Oo0Ma2

✅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
MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more

MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more.

https://bit.ly/3VWbLsW

Vanguard's trillion-dollar man leads a fixed-income revolution 📃 https://bit.ly/41twl4U

Mike’s Substack: https://michaelwgreen.substack.com/

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

✅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
MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?

MacroVoices Erik Townsend and Patrick Ceresna welcome Whalen Global Advisors founder Chris Whalen to the show to discuss the formative banking crisis, what’s driving it, and what comes next. They also touch on the outlooks for stocks and precious metals. https://bit.ly/414Qj5S

The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/

Download Big Picture Trading chartbook 📈📉 https://bit.ly/4170abB

✅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
MacroVoices #373 Ole Hansen: Commodities Update

MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y

Download Ole's charts: https://bit.ly/3VjCPC3

Download Big Picture Trading chartbook 📈📉 https://bit.ly/44c0k4e

✅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
MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In

MacroVoices Erik Townsend and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for the stock market, and the long-awaited recession has finally begun now. They also discuss precious metals, bond yields and FOMC policy. https://bit.ly/43MiHMK

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

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3NhUlF1

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MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year

MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming debt ceiling debate and how it will play into Federal Reserve policy, as well as the outlook for energy markets and energy stocks. https://bit.ly/41ijPWA

Get access to The Bear Traps Report: https://bit.ly/3zVsGlb

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3mtikG9

✅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
MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KiW7CA

✅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
MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation

MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the Pentagon played a role in orchestrating the Silicon Valley Bank bailout to protect defense technology interests, and that China rather than Russia has been the principal aggressor from the beginning of the Ukraine conflict. https://bit.ly/3ntCYGn

Visit Dr. Pippa's substack: https://drpippa.substack.com/

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

✅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
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

Download Big Picture Trading chartbook 📈📉https://bit.ly/3z0u7ON

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

Download Big Picture Trading chartbook 📈📉https://bit.ly/40dDKW0

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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
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

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

✅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
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

✅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
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

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

✅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
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

Download Big Picture Trading chartbook 📈📉https://bit.ly/3EaZ7yo

✅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
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
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
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
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

Download Big Picture Trading chartbook 📈📉https://bit.ly/3Xlx9a5 ✅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
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
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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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
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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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

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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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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

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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

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Get a sample issue of Uranium Insider Pro Monthly Newsletter
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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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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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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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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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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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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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

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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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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

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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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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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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

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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

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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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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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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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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

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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

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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

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

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

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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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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

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Check out David's newsletter Haymaker

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

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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

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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

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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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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

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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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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

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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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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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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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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

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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

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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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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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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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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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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
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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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
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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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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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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

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.

About Erik Townsend

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