Welcome to Macro Voices

MacroVoices Weekly Podcasts

MacroVoices Weekly Podcasts

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

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

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

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

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

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

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

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

    

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

10. MacroVoices #252 Holiday Special Part 2

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

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

11. MacroVoices #251 Holiday Special Part 1

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

19. MacroVoices #245 Lakshman Achuthan: Brace For Inflation

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

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

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

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

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

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

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

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

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

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

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

23. MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

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

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

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

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

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

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

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

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

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

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

     

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

     

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

36. MacroVoices #229 Summer Special: Grant Williams Unplugged

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

     

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

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

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

    Link: https://bit.ly/3jfl2bY

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

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

    Link: https://bit.ly/2W8czNL

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

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

    Link: https://bit.ly/38HpSJR

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

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

    Link: https://bit.ly/2ZvC5gF

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

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

    Link: https://bit.ly/2CIZ4x5

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

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

    Link: https://bit.ly/2BxlOPQ

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

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

    Link: https://bit.ly/2zIZPoG

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

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

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

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

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

    Link: https://bit.ly/37qPgD5

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

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

    Link: https://bit.ly/3h65Jkt

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

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

    Link: https://bit.ly/30aOgSc

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

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

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

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

    Link: https://bit.ly/2XCfA92

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

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

    Link: https://bit.ly/2ZG1QwC

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

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

    Link: https://bit.ly/2ZsMf3g

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

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

    Link: https://bit.ly/2LBhXmM

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

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

    Link: https://bit.ly/2AFOUwd

54. MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery

    MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. 

    Link: https://bit.ly/3fIMBIG

55. All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update

    All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath.

    Link: https://bit.ly/2SW5aPP

56. MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus

    MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next.

    Link: https://bit.ly/2Wce4dY

57. MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation

    MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market 

    Link: https://bit.ly/2xrUpgO

58. All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)

    All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up.

59. Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco

    The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market!

    Link: https://bit.ly/2zuF2ok

60. MacroVoices #216 David Rosenberg: Stagflation is coming but not yet

    MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more.

    Link: https://bit.ly/2S4WOoF

61. All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality

    All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis.

    Link: https://bit.ly/3cChnRl

62. MacroVoices #215 Chris Cole: Dragon portfolio revisited in the eye of the storm

    MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole to the show to give us a recap on what dragon portfolio is, how it has performed in the COVID-19 crisis and what implications a dragon portfolio can face in secular inflation & more.

    Link: https://bit.ly/3et5EWP

63. All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19

    All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market

    Link: https://bit.ly/2Xx20VL

64. MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis

    MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more.

    Link: https://bit.ly/3c7Doaa

65. Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.

    CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works.

    Link: https://bit.ly/3dYyCO2

66. All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis

    All-Star Dr. Pippa Malmgren returns to share her insights on whether the virus or the government ‘cure’ will be worse, and what lies ahead for the U.S. economy

    Link: https://bit.ly/2JO2FKE

67. Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens

    Petroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture.

    Link: https://bit.ly/34gkbkc

68. MacroVoices #213 Josh Crumb: Deciphering the Gold market

     MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more.  

    Link: https://bit.ly/2R6iGj0

69. All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!

    All-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises.

    Link: https://bit.ly/3avksSv

70. MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history

    MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis. 

    Link: https://bit.ly/3akVx3S

71. Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate

    Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcast

    Link: https://bit.ly/2UdwF8I

72. All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt

    All-star Luke Gromen says the only way for stocks to trade is down unless the Fed buys an unlimited amount of debt.

    P.S. both of those things are happening as we release this episode!

    Link: https://bit.ly/2QHpAuR

73. MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more. Then Kevin Muir joins in the postgame to talk about the imploding risk parity. 

    Link: https://bit.ly/2wdj5ZW

74. Hot Topic #10 COVID19 Update: Imperial College report makes waves

    Once again, host Erik Townsend gives a detailed update on the evolving #COVID19 crisis in this full-length special report.

    Link: http://bit.ly/2vB07fo

75. All-Stars #97 Jeff Snider: The QE Market Meltdown - Currency Inelasticity

    All-Star Jeff Snider says the Fed keeps using a bigger bazooka but no one seems to care and the global dollar shortage takes on 2008 proportions.

    Link: http://bit.ly/3b3PBfN

76. Hot Topic #9 Lenore Hawkins: Boots on the ground from the Red Zone (COVID-19 Lockdown in Italy)

    Reporting live from Ground Zero in Northern Italy, Lenore Hawkins joins Erik Townsend with a situation report on life in Italy before and after the COVID-19 crisis struck the region.

    Link: http://bit.ly/38RyBrp

77. Hot Topic #8 Tracy Shuchart: COVID19, OPEC+ & Crude - What comes next?

    Energy Week co-star Tracy Shuchart joins Erik to reflect on what the COVID19 crisis and the OPEC+ falling out with Russia will mean for energy markets, including impact on U.S. Shale.

    Link: http://bit.ly/2xB1tr8

78. Hot Topic #7 COVID-19 Update: USA and all of Europe will look like Italy within one month!

    Host Erik Townsend gives his most bearish and dire outlook yet for the COVID19 crisis, predicting the United States and all of Europe will soon experience what Italy is now experiencing.

    Link: http://bit.ly/2Q9ZRLk

79. MacroVoices #210 Axel Merk: Market outlook for the coming Coronavirus crisis

    MacroVoices Erik Townsend and Patrick Ceresna welcome Axel Merk to the show to discuss how COVID-19 is driving bonds to new all-time highs, perspectives on possible bail-out for shale oil producers and outlook on gold & more. 

    Link: http://bit.ly/38DZlLT

80. All-Stars #96 Juliette Declercq: How to trade the COVID19 Crisis

    All-star Juliette Declercq is back for an update on the COVID19 Crisis and how to trade it. Bonus: Subscriber report download

    Link: http://bit.ly/2VWZI1B 

81. MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19

    MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss how COVID-19 has affected the market direction change, if inflation will return in the near future and its systemic risks and more. 

    Link: http://bit.ly/2Iocuy6

82. All-Stars #95 Brent Johnson: Dollar Milkshake still in play

    All-Star Brent Johnson returns for an update on the USD, bond yields, and a detailed update on gold.

    Link: http://bit.ly/2PLuoPq

83. Hot Topic #6: COVID-19 Pandemic Update

    This week we’re re-broadcasting our Jan. 30th interview with Dr. Chris Martenson which proved incredibly prescient. Erik Townsend then offers an update on what’s changed since that interview.

    Link: http://bit.ly/2TtNbje

84. MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets

    MacroVoices Erik Townsend and Patrick Ceresna welcome Francesco Filia to the show. They discuss why the US treasury bond is no longer a good investment and its systemic implications, the upcoming daily liquidity crisis and what it means for the market and perspectives on economic impacts of COVID-19 

    Link: http://bit.ly/3ceaoP5

85. All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!

    All-Star Jeff Snider is back! Jeff says there were clear signs of economic slowdown before the Coronavirus story even came out.

    Link: http://bit.ly/2vlLTyP

86. Hot Topic #5: COVID Super-Spreader Stealth Pandemic?

    We’ve assembled the #COVID thought leaders of Financial Twitter; Jim Bianco, Mike "Mish" Shedlock, Dr. Ben Hunt & Dr. Chris Martenson for an in-depth panel discussion as #COVID19 escalates toward global pandemic status.

    Link: http://bit.ly/3a2O1dy

     

87. MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper

    MacroVoices Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to the show. They discuss some of the knock-on implications of the US Treasury bond, why treasury and investment grade bond demand flows will remain solid and the US treasury demand impact of Dodd Frank and more. 

    Link: http://bit.ly/38JCGik

88. MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times

    MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole  to the show to discuss his latest article "The Allegory of the Hawk and Serpent", the law of cosmic duality in investing, and the role of long-vol and commodity trends following have in dragon portfolio & more. Then Emil Kalinowski joins in postgame.

    Link: http://bit.ly/2tVwTXD

89. All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation

    FFTT founder Luke Gromen is back to talk about the conclusions we can draw from the U.S. government charging JP Morgan with criminal gold price manipulation

    Link: http://bit.ly/2SCKwmQ

90. MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?

    MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. They discuss the 2020 demand growth, how oversold is the price of oil and what effect the over-reaction to Coronavirus has on world oil demand. Then Kevin Muir joins postgame segment to discuss Tesla's parabolic rise and blow-off top.

    Link: http://bit.ly/2ugJpRV

91. All-Stars #92 Jeff Snider: Did anything really get “better” last September?

    All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since September

    Link: http://bit.ly/2Sg4W54

92. All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook

    All-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reaction to Kyle Bass’ allegations about China mining American genetic data, and an update on the U.S. election outlook

    Link: http://bit.ly/2Se7rEP 

93. MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity

    MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris Martenson

    Link: http://bit.ly/2u7AkKO

94. All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4

    All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019

    Link: http://bit.ly/30Y3W9G

95. MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2

    New updated version re-recorded 1/28/20 to reflect new information and correct errors in first version. WE RECOMMEND YOU LISTEN AGAIN #2019nCoV #Wuhan #Coronavirus

    Host Erik Townsend weighs in with a summary of what he’s learned thus far about 2019-nCoV, the Wuhan Coronavirus, and his analysis of what it will mean to financial markets.

     

    Link: http://bit.ly/38ETuX2

96. MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.

    Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more. 

    Link: http://bit.ly/2tOWNfJ

97. All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020

    All-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to record highs, then explains why all five will come under pressure in 2020

    Link:http://bit.ly/2ugYMJx

98. MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.

    Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civil unrest and global social degradation, if Tesla will follow the collapse of WeWork, and how to react to the recent rise in price of gold. 

    Link: http://bit.ly/2TGMp4n

99. All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models

    All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential.

    Link: http://bit.ly/2Nn3e0e

100. MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

     Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more.

     Link: http://bit.ly/2Tazd7i