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MacroVoices Weekly Podcasts

MacroVoices Weekly Podcasts

1. MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?

   MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI

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2. MacroVoices #475 Simon White: The Dawn of A New Financial Order

   MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq

    

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3. MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!

   MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8fs 

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4. MacroVoices #473 Matt Barrie: AI of The Storm

   MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to personal data privacy. https://bit.ly/42ioKtA

    

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5. MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets

   MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr 

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6. MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves

   MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB

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7. MacroVoices #470 Michael Every: A Week Where Decades Happen?

   MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j

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8. MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens

   MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https://bit.ly/4i8hfL4

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9. MacroVoices #468 Darius Dale: Changing World Order

   MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM

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10. MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord

     

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On

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11. MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz

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12. MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ

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13. MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens

    MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9

     

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14. MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4

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15. MacroVoices #462 Luke Gromen: 2025 Outlook

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV

     

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16. MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK

     

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17. MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition

    MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Renaissance. https://bit.ly/3ZKN9FI

     

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18. MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets

    MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s

     

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19. MacroVoices #458 David Rosenberg: Lament of A Bear

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn

     

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20. MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm

     

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21. MacroVoices #456 Jeff Currie: Repricing of Macro Markets

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO

     

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22. MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X

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23. MacroVoices #454 Vincent Deluard: The Five Body Problem

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN

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24. MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

    MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX

     

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25. MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb

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26. MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt

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27. MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL ⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/

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28. MacroVoices #449 Harley Bassman: The Magic of Mortgages

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9

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29. MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65

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30. MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp

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31. MacroVoices #446 Matt Barrie: AI’ll Be Back!

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3

     

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32. MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT

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33. MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK

     

    ⚫ Follow Sachem Cove Partners on X: https://www.x.com/SachemCove 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eehoKL

     

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34. MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm

     

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35. MacroVoices #442 Ole Hansen: Year of The Metals

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not.

    https://bit.ly/3T3rypx

     

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36. MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p

     

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37. MacroVoices #440 Louis-Vincent Gave: What Just Happened?

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn

     

    ⚫ Follow Louis on X: https://www.x.com/Gave_Vincent

    ⚫ Find Out More: https://web.gavekal.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dACC5j

     

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38. MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV

     

    ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston

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39. MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU

     

    ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic

    ⚫ Find Out More: https://www.bcaresearch.com/

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40. MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK

     

    ⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact

    ⚫ Find Out More: https://www.lynalden.com

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41. MacroVoices #436 Tian Yang: Left & Right Tails

    MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc

     

    ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception

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

     

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

     

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42. MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P

     

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43. MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH

     

    ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/

    ⚫ Follow Bill on X: https://www.x.com/bill_blain

     

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44. MacroVoices #433 David Rosenberg: Calling The FED’s Bluff

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA

     

    ⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/

    ⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie

     

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45. MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb

     

    ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/

     

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46. MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v

     

    ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle

     

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47. MacroVoices #430 Jim Bianco: Rate Hike On Deck

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E

     

    ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch

    ⚫ Check Out Bianco Research: https://www.biancoresearch.com

     

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48. MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo

     

    ⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji

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

     

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49. MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub

     

    ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen

    ⚫ Check Out: https://www.gorozen.com/

     

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50. MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

    MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu

     

    ⚫ Find out More: https://www.copenhagenatomics.com/

     

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51. MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d

     

    ⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund

    ⚫ Find out More: https://santiagocapital.com/

     

     

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52. MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP

     

    ⚫ Follow Alex on X: @agurevich23

    ⚫ Find out More: honteinv.com

     

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53. MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

    MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L

     

    ⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston

    ⚫ Find out More: https://www.commoditycontext.com

     

     

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54. MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

    MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6

     

    ⚫ Follow Justin on X: @UraniumInsider

    ⚫ Find out More: www.uraniuminsider.com

     

     

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55. MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

    MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP

     

    ⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO

    ⚫ Follow Larry on X: @Convertbond

    ⚫ Find out More: thebeartrapsreport.com

     

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56. MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…

    MacroVoices Erik Townsend &  Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np

     

    ⚫ Follow Luke on X: @LukeGromen

     

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57. MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets

    MacroVoices Erik Townsend &  Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn

     

    ⚫ Follow Ole on X: @Ole_S_Hansen

     

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58. MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

    MacroVoices Erik Townsend &  Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI

     

    ⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti

     

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59. MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk

     

    MacroVoices Erik Townsend &  Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0

     

    ⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU

    ⚫ Visit EuroDollar University: https://www.eurodollar.university/

     

     

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60. MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?

    MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4

     

    ⚫ Follow Jim on X: @BiancoResearch

    ⚫ Check Out Bianco Research: https://www.biancoresearch.com

     

     

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61. 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/

     

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62. 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

     

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63. 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/

     

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    🔴 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

     

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64. 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/

     

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

     

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

     

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65. 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

     

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66. 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

     

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67. 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

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68. 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/

     

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69. 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

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70. 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

     

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71. 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

     

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72. 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

     

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73. 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

     

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74. 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

     

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75. 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

     

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76. 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

     

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77. 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

     

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78. 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

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79. 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

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80. 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

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81. 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.

     

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82. 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

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83. 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

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84. 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

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85. MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative

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

     

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

     

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86. 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

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

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

    AI know what you did last summer. - Matt Barrie

     

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88. 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

     

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89. 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

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90. 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/

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91. 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

     

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92. 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

     

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93. 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

     

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94. 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

     

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95. 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/

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96. 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

     

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97. 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

     

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98. 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

     

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99. 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

     

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100. 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

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

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