About Erik Townsend

hedge fund manager Erik Townsend

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

Front cover 1 200Discover Erik's
New Book

Welcome to Macro Voices

Always FREE of charge! Registration Never Required but we do recommend it! Just click on any player below to listen Now!
Guest Pitches!

MacroVoices Weekly Podcasts

MacroVoices Weekly Podcasts

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
  1. MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq

     

     

    ⚫ Follow Mike on X: https://www.twitter.com/profplum99

    ⚫ Follow Mike on Substack : https://www.yesigiveafig.com/

     

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/42MYjuW

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

     

    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

     

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

     

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

     

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

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

     

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

  2. MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej

     

    ⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception

    ⚫ Find Out More About Variant Perception: https://www.variantperception.com

     

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49gJYcm

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

     

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

     

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

     

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

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

    🔴 Subscribe to Patrick Ceresna's Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

     

     

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

     

     

  3. MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA

     

    ⚫ Follow Louis on X: https://twitter.com/Gave_Vincent

    ⚫ Find Out More About Gavekal: https://web.gavekal.com/

     

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

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

     

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

     

    🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

     

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

     

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

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

     

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

     

     

  4. MacroVoices #413 Darius Dale: Still Bullish

    MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish.

     

     

    🔻Download 42 Macro Chart Book: https://bit.ly/3SeLTXO

    ⚫ Follow Darius on X: https://twitter.com/DariusDale42

    ⚫ Find Out More About 42 Macro: https://42macro.com/

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

     

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

     

    🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

     

    🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3SFW2ht

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

     

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

     

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

     

    🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

     

     

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

  5. MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT

     

     

    ⚫ Follow Anas on X: https://twitter.com/anasalhajji

    ⚫ Check Out Anas’s Substack: https://anasalhajjieoa.substack.com/

     

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

     

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

     

    🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

     

    🔻Download This Episode's Chartbook: 📈📉: https://bit.ly/3vPppVK

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

     

    🔴 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

  6. MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More

    MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3

     

    ⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland

    ⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/

     

     

     

    🌟The Gold Standard of Profits🌟

    𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩

     

    Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar

    Monday January 22nd, 2024 at 1:00pm ET

    Register here for 𝗙𝗥𝗘𝗘: https://www.bigpicturetrading.com/gold

     

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

     

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

     

    🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

     

    🔻Download This Episode's Chartbook: 📈📉: https://bit.ly/3HpyhE0

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

     

    🔴 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

  7. MacroVoices #410 Justin Huhn: Investing in All Things Nuclear

    MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares.

     

    ⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider

    ⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com

     

     

    🌟The Gold Standard of Profits🌟

    𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩

     

    Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar

    Monday January 15th, 2024 at 1:00pm ET

    Register here for 𝗙𝗥𝗘𝗘: https://www.bigpicturetrading.com/gold

     

     

    🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

     

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

     

    🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

     

    🔻Download This Episode's Chartbook: 📈📉: https://bit.ly/3vxVG3y

     

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

     

    🔴 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

  8. MacroVoices #409 Mark Nelson: All Things Nuclear Energy

    MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on the contemporary challenges entwined with nuclear regulations. https://bit.ly/3H52Kan

     

    Follow Mark Nelson on X: https://twitter.com/energybants

    Check Out: https://www.radiantenergygroup.com/

     

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

    Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

    Download This Episode's Chartbook: 📈📉: https://bit.ly/3S4KyDS

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    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

     

  9. MacroVoices #408 Lyn Alden: Broken Energy

    MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complications that may arise with each. https://bit.ly/3RAdIJW

     

    Follow Lyn on X: https://twitter.com/LynAldenContact Check Out: https://www.lynalden.com/

     

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

    Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

    Download Lyn Alden's: Broken Energy Chart Book 📈📉: https://bit.ly/3RwBDK6

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    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

     

  10. MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More

    MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why it happened, and what comes next. Jim says peak yields are NOT yet behind us... https://bit.ly/3RQyciC

     

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

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

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    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

  11. MacroVoices #406 Matt Barrie: AI-pocalypse Now

    Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI may give us in a future not too far away. https://bit.ly/476Sauc

     

    Read Matt’s ‘AI-pocalypse’ Article Here: https://bit.ly/3RIfJor

     

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

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3v3bZFq

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

    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

  12. MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe

    MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR

     

    ✅SPECIAL WEBINAR  "Discover Your New Favourite Hedging Strategy"

    Monday, December 11th, 1pm ET

    Register For FREE!: https://www.bigpicturetrading.com

     

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

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41giQXR

    ✅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

  13. MacroVoices #404 David Rosenberg: The Bond Bullion Barbell

    MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg

     

    Rosenberg Research Free Trial ✅SPECIAL WEBINAR - Register For FREE!: https://www.bigpicturetrading.com/hedge

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

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

    ✅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

  14. MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More

    MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to what’s happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu

     

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

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

    ✅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

  15. MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream

    MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks  featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN

     

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

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

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3SNA7Wb

    ✅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

  16. MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing​

    MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital currencies and much more. https://bit.ly/468MiA2

     

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

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

    ✅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

  17. MacroVoices #400 Rory Johnston: All Things Oil

    MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb

     

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

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

    ✅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

  18. MacroVoices #399 Ole S Hansen: Still Bullish Commodities

    MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalation risk is in the Israel conflict. https://bit.ly/46HF07i

    Ole's Charts: https://bit.ly/3MdGBtm

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

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/477pvpg

    ✅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

  19. MacroVoices #398 Lyn Alden: Broken Money

    MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBR

    Lyn Alden's Charts: https://bit.ly/46SXZeT

    Buy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EX

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

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46CDzHd

    ✅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

  20. MacroVoices #397 Alex Gurevich: The Real Rates Tsunami

    MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasn’t been performing recently. https://bit.ly/3RW7Hcj

    Alex's Market Note: https://bit.ly/3FhA9xH

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

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

    ✅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

  21. MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed

    MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next.

     

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

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

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

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RFXd0u

    ✅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

  22. MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back

    MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation.

    https://bit.ly/3tbJEeY

    Download Simon's Charts: Simon White - MacroVoices 28 2023 

     

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

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RBr8a0

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

     

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

  23. MacroVoices #394 Louis-Vincent Gave: China, Energy & More

    MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz

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

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sVfw7q

    ✅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

     

  24. 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

     

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

  25. 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

     

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

     ✅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

  26. 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

    ✅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

  27. 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

     

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

  28. 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

  29. 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

  30. 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

  31. 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

  32. 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

  33. 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

  34. 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

  35. 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

  36. 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

  37. 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

  38. 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

  39. 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

  40. 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

  41. 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

  42. 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

  43. 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

     

  44. 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

  45. 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

    ✅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

     

  46. 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

  47. 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

  48. 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

  49. 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

    ✅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

  50. 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

    ✅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

  51. 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

  52. 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

  53. 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

  54. 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

  55. 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

  56. 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

  57. 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

  58. 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

  59. 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

  60. 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

    Download Big Picture Trading chartbook 📈📉https://bit.ly/3jvHQJ9

    ✅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

  61. 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

  62. 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

     

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

    ✅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

  63. MacroVoices #359 Lyn Alden: 2023 Macro Outlook

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

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

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

  64. 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

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

    ✅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

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

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

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

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

    ✅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

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

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

     

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

    Get a sample issue of Uranium Insider Pro Monthly Newsletter 

  67. 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 

     

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

     

     

  68. 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

     

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

    ✅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

  69. 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

     

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

    ✅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

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

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

     

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

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

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

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

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

  71. 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

     

    ✅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

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

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

     

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

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

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

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

     

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

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

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

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

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

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

     

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

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

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

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

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

     

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

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

     

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

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

     

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

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

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

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

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

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

     

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

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

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

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

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

     

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

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

     

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

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

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

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

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

     

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

     

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

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

     

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

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

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

     

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

     

     

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

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

     

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

    ✅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

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

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

     

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

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

     

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

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

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

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

     

    ✅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

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

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

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

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

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

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

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

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

     

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

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

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

     

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

    ✅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

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

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

     

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

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

    ✅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

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

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

     

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

    Check out David's newsletter Haymaker 

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

     

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

     

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

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

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

     

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

     

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

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

     

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

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

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

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

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

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

     

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

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

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

     

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

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

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

     

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

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

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

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

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

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

     

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

     

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

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

     

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

     

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

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

     

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

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

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

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

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

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

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

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

     

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

    ✅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

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

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

     

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

    ✅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

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

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

     

    Ronnie's slide deck 📄 

    In Gold We Trust Report 2022

    In Gold We Trust Report 2022 - Compact Version

    IGWT 2022 Summary Video 

    IGWT 2022 Press Conference

    Big Picture Trading Chart Book June 2 2022

     

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

     

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

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

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

     

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

     

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

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

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

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

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

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

     

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

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

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

     

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

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

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

     

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

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

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

     

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

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.

Go to top