Welcome to Macro Voices

MacroVoices Weekly Podcasts

MacroVoices Weekly Podcasts

1. 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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

     

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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

     

25. 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

26. 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

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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

33. 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

34. 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

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

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

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

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

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

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

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

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

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

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

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

     

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

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

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

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

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

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

40. MacroVoices #268 Art Berman: Crude Oil Update

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

     

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

56. MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

    MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week’s OPEC+ meeting, and much more.

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

57. MacroVoices #252 Holiday Special Part 2

    MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and fiat debasement, and then talk through a long list of hedging trades against each of those risks, ranging from precious metals to bitcoin to farmland to base metals and crude oil.

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

58. MacroVoices #251 Holiday Special Part 1

    MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about fiat currency debasement and inflation, commodities and different ways to hedge, crypto currencies and more.

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

59. MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

    MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden’s presidency will affect oil prices, and why Singapore will be the big winner as Hong Kong loses its independence from China and more.

    Link: https://bit.ly/38cpoM1

60. MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network

    MacroVoices Erik Townsend and Patrick Ceresna welcome back Dr. Pippa Malmgren to the show for an update on what she sees next for Donald Trump assuming his attempts to overturn the election results are unsuccessful.

    Link: https://bit.ly/2Lmh6cJ

61. MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or not this week’s move invalidates his prior views.

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

62. Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced

    Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact.. Robert goes on to share his vision for how a distributed ledger (blockchain) could be used to hold commodity producers to account and assure buyers of commodities that they've received the full and true details of how those commodities were produced.

63. Erik's Interview on Market Huddle re: Abaxx Technologies Investment

    Erik lays out the reasons he invested in Abaxx Technologies, what the company is about, and how investors can get involved when ABXX stock starts trading publicly on December 15th.

64. MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss everything from what’s holding up the stock market to whether bond yields have bottomed to the inflation outlook.

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

65. MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More

    MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss what’s holding the stock market up as the vaccine news is offset by a marked increase in cases and deaths, bond yields, inflation, and much more.

    Link: https://bit.ly/3pUMwa6

66. MacroVoices #245 Lakshman Achuthan: Brace For Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets.

    Link: https://bit.ly/35o7h5A

67. MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market

    MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull market in precious metals to why some of the best mining companies are only listed on Canadian exchanges to how to allocate a precious metals portfolio to benefit from all these trends.

    Link: https://bit.ly/3p4lsV8

68. Spotlight #5 The Democratization of Alternative Investments – Art & Farmland

    Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investors. Hear insights from the CEOs -Artem Milinchuk of FarmTogether.com and Scott Lynn of Masterworks.io- behind this new trend, where it’s headed, and how to invest in both fine art and farmland without breaking the bank.

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

69. MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming

    MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the horizon and they think a new secular bull market in commodities is on deck.

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

70. MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

    MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less government spending using the power of central banks to conjure new money supply out of thin air to finance government spending, without necessarily raising taxes or borrowing from foreigners.

    Link: https://bit.ly/31x0ZhV

71. MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

    MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry, how Uranium market works and the investment opportunities in the Uranium market & more.

    Link: https://bit.ly/3k5i35H

72. MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook

    MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Dr. Pippa Malmgren to the show to discuss everything from the outlook for markets in various election scenarios to the risk of an increase in civil unrest after the election to Pippa’s prediction that President Trump will aspire to create his own television news empire after leaving the White House, regardless of whether that happens in 2021 or after four more years as President.

    Link: https://bit.ly/34FHJPQ

73. MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand

    MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sensitivity to changes in comparative inventory and an update on Art’s previous prediction on U.S. production of oil.

     

    Link: https://bit.ly/3d0eYBr

     

74. MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more

    MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim Bianco from Bianco Research joins in the postgame segment to talk about the upcoming US Presidential Election.

    Link: https://bit.ly/3hR0qoo

75. MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more

    MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more. 

    Link: https://bit.ly/3mvrQU9

76. MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more

    MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more.

    Link: https://bit.ly/33kfmWC

77. MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive

    MacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more.

    Link: https://bit.ly/3jMGHr4

78. MacroVoices #234 Brent Johnson: The Dollar is Not Dead

    MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more.

    Link: https://bit.ly/2YFAfu2

79. MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss everything from the stock market, to the U.S. dollar, to gold & much more.

    Link: https://bit.ly/2CJ3Hrc

80. MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio

    MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn’t happened, and if the U.S. dollar is facing the beginning of its demise and more. 

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

81. MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss everything from if Jim has indeed turned bullish, coronavirus update, fixed income markets, what’s next for US dollar & much more.

    Link: https://bit.ly/3krJ8Rp

82. MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the U.S. Dollar system, structurally how it works and why it’s leading systemically to a dollar shortage. 

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

83. MacroVoices #229 Summer Special: Grant Williams Unplugged

    MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will continue, comparison between this recession to the past recessions, outlook on gold, US/China relations and more. 

     

    Link: https://bit.ly/2CV3H7j

84. MacroVoices #228 Lyn Alden: The Road to Inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss the recession, equity markets, bond yields, gold, inflation, and much more. 

    Link: https://bit.ly/3jfl2bY

85. Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing

    FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it’s been the favored trade of billionaires and how FarmTogether is making this asset class available to all accredited investors.

    Link: https://bit.ly/2W8czNL

86. MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!

    MacroVoices Erik Townsend and Patrick Ceresna welcome Hugh Hendry to the show to discuss everything from Caribbean real estate to his come-back in the world of macro & more 

    Link: https://bit.ly/38HpSJR

87. MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market

    MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, when Harley Bassman, inventor of the MOVE Index, returns to talk options with Patrick.

    Link: https://bit.ly/2ZvC5gF

88. MacroVoices #225 Harley Bassman: The long slow road to inflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more. 

    Link: https://bit.ly/2CIZ4x5

89. All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year

    All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets.

    Link: https://bit.ly/2BxlOPQ

90. MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up

    MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more.

    Link: https://bit.ly/2zIZPoG

91. All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong

    All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest

    Link:https://bit.ly/2ADm67U

92. MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind

    MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more. 

    Link: https://bit.ly/37qPgD5

93. All-Stars #108 Luke Gromen: Central Banks on Steroids

    All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets.

    Link: https://bit.ly/3h65Jkt

94. MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook

    MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more.

    Link: https://bit.ly/30aOgSc

95. All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?

    All-Star Jeff Snider is back to talk about how the most aggressive monetary program in the Fed's history hasn't moved the needle one bit and how Jay Powell took his show on the road to 60 Minutes and lied repeatedly.   Link: https://bit.ly/2U0kgo3

96. MacroVoices #221 Ronald Stöferle: In Gold We Trust

    MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more.

    Link: https://bit.ly/2XCfA92

97. All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations

    All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward

    Link: https://bit.ly/2ZG1QwC

98. MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold

    MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more.

    Link: https://bit.ly/2ZsMf3g

99. Spotlight #3 Scott Lynn: Securitized Investment in Fine Art

    Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io

    Link: https://bit.ly/2LBhXmM

100. All-Stars #105 Juliette Declercq: Post-crisis economic recovery

     All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook.

     Link: https://bit.ly/2AFOUwd