Welcome to Macro Voices

Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

• Trump Tariffs & Trade Deal Negotiations 
• Recession Signals
• US Market Underperformance & Capital Flow
• Energy & Commodity Markets 
• China’s Economic Situation 

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Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

• OPEC+ Production Increase & Market Reactions
• Media Misinterpretation
• Impact of Hajj & Summer Demand
• Trump’s Visit & Oil Politics
• Long-Term Outlook For Oil & LNG

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Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

• Trump Tariffs and Trade Reversal 
• Gold As A Safe Haven
• China’s Gold Buying
• Trump’s Tax and Tariff Strategy
• Perception Vs. Reality in US Infrastructure 

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Erik Townsend and Patrick Ceresna welcome Michael Howell to MacroVoices. Erik and Michael discuss:

• Gold Liquidity Cycle Overview
• Impact of President Trump’s Trade Policies 
• 2025 Outlook & Liquidity Conditions 
• Debt Maturity Wall & US Policy Uncertainties
• US Bond Market & Term Premium 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Michael will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s)

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Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

• European Perspective on US-EU Relations
• Impact of US-EU Trade Tensions
• Stagflation Risks & Debt Sustainability
• Monetary Policy & Central Bank Collaboration 
• EU’s Potential De-Dollarization 

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Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

• Market Volatility & Trump Tariffs 
• Impact of Trade Deficits & Globalisation 
• Fiscal Deficits & Treasury Demand
• Liquidity Tightening & Basis Trade
• Capital Nationalism & Trade Nationalism 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Simon will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Mike Alkin to MacroVoices. Erik and Mike discuss:

• Nuclear Industry’s Bullish Outlook
• Bullish Factors & Market Dynamics
• Geopolitical Impacts
• Supply Deficits & Market Forecasts 
• Long-Term Market Outlook

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

• State of The AI Landscape
• Progression of AI Functionality
• Hardware Evolution & Competition 
• Investment Opportunities in AI
• Future Trends and Predictions

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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

• Trump Administration’s Impact on Market Volatility 
• Judicial Intervention and Market Implications
• International Rotation and Market Opportunities 
• Bitcoin and Its Role in The Global Monetary System
• Gold, Energy Market Trends
• The Role of AI in Nuclear Energy Renaissance 

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Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

• Macro Environment & Leading Indicators
• Trump Administration Policy Impact
• Knowns and Unknowns in The Economy
• Global Equities Outlook

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Michael Every to MacroVoices. Erik and Micheal discuss:

• Zelensky & Trump’s Diplomacy
• The Mineral Deal & It’s Implications
• Mexico & Canada Tariffs 
• Volatility & Market Strategy
• EU & China

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Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss:

• Need For Monetary System Change
• Analysis of The Mar-a-Lago Accord
• Challenges & Misconceptions
• Alternatives & Future Outlook 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jeff will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

• Fourth Turning & Economic Risk
• Inflation Outlook & Market Analysis 
• Sticky Inflation & Market Implications
• Fed Policy Scenarios & Market Reactions
• Left & Right Tail Risk of The Doge Process

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

• Trump’s National Debt Plan
• Tariffs and Sovereign Wealth Fund
• Global Trade & Security 
• US Debt Crisis 
• Role of Bitcoin in The Government 

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Erik Townsend and Patrick Ceresna welcome Guy Keller to MacroVoices. Erik and Guy discuss:

• Uranium Market Overview
• Capacity & Government Policies Impacting Uranium
• Tech Companies & Nuclear Fuel Cycle
• Impact of Tariffs on Uranium Supply
• Nuclear Innovation & Technology Investments 

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Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

• Oil Market & inventory Levels 
• Trump’s Policies & The Impact on Oil Markets
• Tariffs on Canadian & Mexican Oil Imports
• OPEC’s Role & Trump’s Influence 
• Challenges in Increasing US Oil Production

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Erik Townsend and Patrick Ceresna welcome Michael Every to MacroVoices. Erik and Michael discuss:

• Trump’s First Day & Market Volatility
• Economic Statecraft vs. Economic Policy
• Tariff Threats & Grand Strategy 
• Trump’s Moves & Geopolitical Implications
• US-European Relations

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Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to MacroVoices. Erik and Izabella discuss:

• The Politization of Finance & it’s Implications
• Global Populism & Reform Cycles
• The Role of Transparency & AI Journalism
• The Impact of Media on Financial Markets
• Bidenomics & its Global Implications

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Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

• US Dollar & Treasury Yields Outlook
• Bitcoin & Cryptocurrencies
• Inflation & Bond Market Dynamics 
• Trump Administration & Market Implications
• Doge & Economic Risks

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Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen to MacroVoices. Erik and Thomas Jam discuss:

• The Importance of Fuel Cycles & Supply Chains
• The Role of Uranium 233 & Thorium 
• Nuclear Fuel Waste Recycling & its Challenges 
• Economic & Environmental Benefits of Thorium Reactors 
• The Future of Nuclear Energy

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Thomas Jam will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen to MacroVoices. Erik and Thomas Jam discuss:

• Advanced Nuclear Reactor Designs & Technologies 
• Energy Consumption & Prosperity 
• SMR's, Advanced Reactors & The Pro's & Con's
• The Role of Thorium in Energy Transition
• Advantages of Molten Salt Reactors

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Thomas Jam will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Robert Kahn to MacroVoices. Erik and Robert discuss:

• Trump 2.0 & Market Expectations
• US-China Relations & Trade Disruptions 
• Geopolitics & Market Outlook
• Populist Movement in Europe

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Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

• Comparing The AI & The Dot-Com Bubbles
• Impact of Trump’s Victory on The Stock Market
• Potential Risks to The AI-Driven Bull Market
• Concerns About Market Positioning & Sentiment 
• Inflation Outlook 

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Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

• Uranium Market Insights
• Understanding The Spot & Term Markets
• Big Tech’s Embrace of Nuclear
• Geopolitics & Uranium Supply
• Advanced Nuclear Tech & Market Growth

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Jeff Currie to MacroVoices. Erik and Jeff discuss:

• Post-Trump Market Anomalies 
• Dollar, Bitcoin & Safe Haven Assets
• Natural Gas as Marginal Energy 
• Potential Nuclear Policy Shift
• Copper & Uranium Demand

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Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

• US Dollar Outlook
• Geopolitical Tensions & Market Implications
• US-China Trade War
• Inflation & Economic Policy Under Trump
• Monetary Policy Shifts

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Erik Townsend and Patrick Ceresna welcome Vincent Deluard to MacroVoices. Erik and Vincent discuss:

• Secular Inflation & The Pandemic
• President Trump’s Policies & Their Impacts 
• Gold & Crypto Markets
• Shadow Economy & Their Role
• US Dollar, China Stimulus & Nuclear Energy

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Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

• Trump’s Election Victory & Its Complications
• Cultural Shifts & Political Polarisation 
• Technology & Government Transparency 
• Geopolitical Implications & Markets
• Legalisation of Cryptocurrencies

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Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

• Election Investment Implications
• Fourth Turning & Fiscal Policy 
• Populism & Sovereign Debt
• Inflation & Business Cycle
• Gold Liquidity & US Liquidity

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss:

• BRICS & US Dollar
• Foreign Holders of US Treasuries
• Central Banks & Precious Metals
• US Equities & Fixed Income
• Oil Market Outlook

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Brent will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

• Middle East Tensions and Oil Market Impact
• Israel and Iran Tensions 
• Long-Term Oil Market Outlook
• Decline in Oil Prices Despite Supply Reductions
• China/Russia Impact on Oil Markets

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Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. Erik and Harley discuss:

• Understanding Mortgage Backed Securities (MBS)
• Strategies For Investing in MBS
• Current Market Conditions & Outlook
• Creditworthiness & Government Backstop
• Regulatory Changes & ETF Innovations

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Harley will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

• China’s Economic Strategy & Market Performance
• The Taylor Rule & FED’s Policy Shift
• Impact of Hedge Funds on U.S Treasury Markets
• Energy Demand & Financial Strain
• Gold Forecast & Market Outlook

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Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. Erik and Eric discuss:

• FED Policy & US Dollar
• Global Economic Tensions
• Dollar’s Role as Global Reserve Currency
• Inflation & Central Banks
• Digital Assets & Precious Metals
• Commodities & Market Outlook

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

• Breakthroughs in AI
• Economic Constraints & The Future of AI Models
• The Future of AI in Software Development 
• The Impact of AI on Fraud and Scams
• The Role of AI in Energy 
• Potential of AI in Warfare

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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

• The FED’s Political Position 
• Rate Cut Predictions 
• China’s Economic Impact on Global Markets
• US Economic Outlook & Inflation Concerns
• Long-term Interest Rates & Gold 

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Erik Townsend and Patrick Ceresna welcome Mike Alkin to MacroVoices. Erik and Mike discuss:

• Understanding The Uranium Market Structure
• Uranium Fuel Cycle & Market Dynamics
• Challenges in The Uranium Market
• Kazatomprom’s Production Challenges 
• Geopolitical Risks & Market Complacency 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Mike will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Viktor Shvets to MacroVoices. Erik and Viktor discuss:

• Central Bank & Policy Errors
• Excess Capital & Instantaneous Risk Repricing
• Yen Carry Trade & BOJ Policy
• Geopolitical Conflicts & Impacts on Markets
• Copper & Commodity Markets

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Erik Townsend and Patrick Ceresna welcome Ole Hansen to MacroVoices. Erik and Ole discuss:

• Commodity Market Overview
• Super Cycle & Commodity Outlook
• Gold, Silver & Copper Market Dynamics
• Uranium & Crude Oil Outlook
• Agricultural Commodities & Geopolitics

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ole will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. Erik and Diego discuss:

• Japan’s Economic Situation
• Market Volatility, Carry Trade and Economic RisksTopic 2
• Inflation & Debt
• Central Banks Monetary Policies
• Inflation, Energy Prices & Geopolitical Tensions
• Investment Strategies & Market Dynamics

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Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

• Market Correction & Bear Market Potential
• AI Bubble Bursting & Its Impact on The Market
• Gold Prices & Emerging Markets
• Uranium & Copper Markets
• China’s Energy Superiority
• FED Rate Cuts 

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Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

• OPEC’s Production Cuts & Their Impact on Oil Prices
• Oil Market Dynamics & Trends
• US Shale Oil Production, Rig Counts & Price Sensitivity 
• Saudi Arabia’s Oil Strategy & Policies 
• Oil Market Complications With Russia & Ukraine War
• US Oil Reserves & Refilling

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Erik Townsend and Patrick Ceresna welcome Marko Papic to MacroVoices. Erik and Marko discuss:

• US Presidency Race & Conspiracy Theories 
• Secret Service Performance & Political Polarization 
• Potential Assassination Attempts on President Trump 
• American Political Unrest 
• Macroeconomic impacts from Future Policy
• US Election Risk & Its Potential Impact on Markets

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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

• US Interest Rates & Their Potential Impact
• Economic Outlook & Impact of Recent Political Events
• Energy Prices & Valuation in Stocks
• China’s Economy, Gold Demand & Mining Shares
• Europe’s Energy Crisis & Energy Demand Growth
• AI & Nuclear Technology

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Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

• Inflation & Recession 
• US Inflation Rates & Bond Yields
• COVID Distortion in Supply Chains 
• US Economic Growth & Election 
• Economic Outlook, Markets & Currencies 
• Macroeconomic Trends & Investment Strategies 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

• Debt Bubbling Bursting 
• Economic Policies & Their Impact on The Middle Class
• Economic Stagnation 
• Government Spending, Debt & Inflation 
• Monetary Debasement & Investment Strategies 
• Investment Strategies In Post 60/40 Portfolio World

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Erik Townsend and Patrick Ceresna welcome Bill Blain to MacroVoices. Erik and Bill discuss:

• Stock Market Behaviour
• Inflation, Supply Chains & Economic Growth
• Agriculture & Bond Markets
• EU Politics
• Energy Security
• China’s Nuclear Energy & Military Capabilities 

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Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

• US Economy Slowing
• Inflation, Supply & Demand
• Interest Rates & Economic Growth
• Election Outcomes & Their Impact on Markets
• Oil & Copper Prices
• Investment Strategies & Risk Management 

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Erik Townsend and Patrick Ceresna welcome Jeff Currie to MacroVoices. Erik and Jeff discuss:

• Central Bank Demand For Gold
• Gold Recycling Replacing Dollar Recycling
• Oil & Copper Markets 
• Commodity Markets including, Oil, Coffee & Uranium
• Commodity Super Cycle Driven By CapEx Boom
• Energy Transition & Decarbonisation 

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Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss:

• Global Industrial Growth
• China’s Recovery
• Inflation Cycles & Future Inflations Gauges
• Inflation Expectations & Central Bank Policies
• The Economy & Investment Strategies

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshman will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

• Interest, Inflation Rates & Bond Yields
• Fed Rate Hikes and The Economy’s Strength
• Economic Crisis & Budget DeficitsTopic 4
• Oil Demand & Supply, With Focus on China
• Gold Prices & Asian Markets
• US Election & The Stock Market

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Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Dr. Anas discuss:

• Oil Demand & Supply Outlook for 2024
• Potential Impact of The Iranian President’s Crash
• US-Iran Relations, Sanctions & Oil Politics
• Potential Escalation Between Israel & Iran
• Saudi Arabia’s Succession Plan & Renewable Energy
• OPEC’s Meeting & Oil Production Cuts

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Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to MacroVoices. Erik and Adam discuss:

• US Natural Gas Market with Potential Upside
• Energy Demand & Supply
• US Oil Production Growth Slowing
• AI’s Impact on Energy
• Gold & Gold Stocks
• Investing in Gold & Energy Assets

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Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen to MacroVoices. Erik and Thomas Jam discuss:

• New Nuclear Reactor Technology & its Advantages 
• Nuclear Energy & its Potential To Replace Fossil Fuels
• Nuclear Reactor Design & Efficiency
• Using Thorium as Nuclear Fuel 
• Small Modular Reactors & Their Designs 
• Scaling Up Nuclear Reactor Production for Mass Distribution

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Thomas Jam will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Brent Johson to MacroVoices. Erik and Brent discuss:

• The Dollar Milkshake Theory
• US Dollar’s Potential To Outperform Other Currencies 
• Dollar & Gold in a Crisis Scenario 
• US Economic Dominance
• Global Market Dynamics 
• US Dollar’s Potential Crisis & Reset
• Inflation, Debt, and Commodity Prices

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Brent will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:

• Inflation, Interest Rates, and Economic Health 
• The Impact of Interest Rates on The Stock Markets
• Gold Prices & Mining Costs
• Currency Markets, With Focus on US Dollar
• Investing Strategies in a High-interest Rate Environment
• Energy Markets, AI & Geopolitical Risks 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Alex will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

• Oil Market Fundamentals & Geopolitical Risks
• Oil Supply & Demand, With a Focus on US Shale
• Geopolitical Risks Impacting Oil Prices
• Russia’s Oil Production & Refining Capacity 
• US Strategic Petroleum Reserve Refilling Rate
• Using The SPR For Political Gain

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Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

• Uranium Market Bottom With Bullish Outlook
• Nuclear Energy Growth
• AI Data Centre’s Energy Growth & Demand 
• Uranium Mining Challenges 
• Potential US Ban on Russian Nuclear Fuel
• Uranium Market Trends, ETFs and Investment Strategies

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Larry McDonald to MacroVoices. Erik and Larry discuss:

• Gold, Oil, and Interest rates 
• Global Economy, Markets and Capital Migration
• Energy Demand and Potential Supply Crisis
• Global Energy Crisis and Its Impact on Markets
• Energy Commodities and Trading Strategies
• Geopolitical Considerations For Investing

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Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

• US Dollar Liquidity, its Impact on Markets and Geopolitics
• Dollar Index and its Potential Movements 
• US Dollar Weakening and its Impact on Precious Metals
• Economic Outlook and Monetary Policy 
• Investment Strategies and Market Trends

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Erik Townsend and Patrick Ceresna welcome Ole Hansen to MacroVoices. Erik and Ole discuss:

• Commodity Market Trends and Potential Breakouts
• Cocoa Market, Weather Risks and Price Volatility 
• Natural Gas Market Dynamics and Geopolitical Risks
• Economic Outlook and Interest Rates
• Global Market Trends and Potential Corrections
• Precious Metals, Energy Transition Metals and Uranium

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ole will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Arjun Murti to MacroVoices. Erik and Arjun discuss:

• Oil Demand and Industry Investment
• Oil Production Growth and Potential Challenges 
• Energy Transition, Geopolitics and Climate Change 
• Oil and Gas Energy Prices and Demand Growth
• Energy Sector Profitability and Potential 
• Nuclear and Renewable Energies

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Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss:

• FED Rate Cut Expectations 
• US Economy and FED’s Actions 
• Economic Indicators and Potential Recession
• US Labor Market Data and Economic Risks
• Potential Risks in Commercial Real Estate Market 
• US Debt, Inflation and Economic Growth
• Trends in China, Europe and US

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jeff will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

• Inflation, Housing Market and Supply Chain Issues
• FED Rate Cuts and Market Complacency
• Interest Rates and Their Impact on The Stock Market
• Economic Data and its Impact on The US Dollar
• US Economy, Gold Prices and Fixed Income Investments

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Erik Townsend and Patrick Ceresna welcome Mike Green to MacroVoices. Erik and Mike discuss:

• Inflation, Geopolitical Tensions and Monetary Policy 
• Inflation Expectations and Market Reactions
• Passive Investing and Market Distortion
• Financial Risk and Market Dynamics
• Commodities and Gold Investments
• Inflation Dynamics and Misconceptions

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Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:

• Financial Indicators and Their Market Potentials
• US Economic Data, Liquidity and Volatility 
• Earnings Growth and Pricing Power
• Market Bubbles and The Impact of AI Technologies 
• US Election and Potential Impact on Markets

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

• Market Trends and Risk Management
• Electric Vehicles, ESG and the Chinese Supply Growth
• Commodity Markets and Stock Market Performance
• China’s Economy
• Nuclear Energy, China’s Progress and The Future of Power

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Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

• Market Outlook and Economic Indicators
• Inflation, Economic Growth, and Investment Strategies
• Inflation Trends and its Potential Impact on Investments
• Interest Rates and Fiscal Policy
• China’s Economic Growth and Liquidity Dynamics
• US Economy’s Balance Sheet Dynamics

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Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

• Energy Market Changes and Geopolitical Impacts in The Red Sea
• Egypt’s Economic Collapse and Potential Risks
• Oil Market Forecast and Geopolitical Premium
• Oil Demand and Supply
• The Energy Trends in 2023
• Oil Market Outlook and Petrochemical Demand

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Erik Townsend and Patrick Ceresna welcome Jeroen Blokland to MacroVoices. Erik and Jeroen discuss:

• Inflation and Economic Growth in The US
• Fed Policy and Debt Sustainability
• Gold Investment and The Gold Market
• Geopolitics, Energy Prices, and Global Economic Trends

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Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

• Uranium Bull Market and Market Trends
• Uranium Supply and Demand
• Kazakhstan’s Uranium Production
• Uranium Market Dynamics and Geopolitical Factors
• Russian Nuclear Services and Potential Retaliation
• Uranium Mining and ESG Investing
• Uranium Investment Strategy and Potential Risks

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Mark Nelson to MacroVoices. Erik and Mark discuss:

• COP28
• Nuclear Energy Technologies
• Molten Salt Reactors & Their Safety
• Thorium as Nuclear Fuel And Its Potential Benefits and Drawbacks
• SMRs And Their Potential For Cost-Effective Nuclear
• Nuclear Regulation And Its Impact on Innovation
• Pebble Bed Reactors And Their Pros and Cons
• China’s Nuclear Energy Advancements
• Streamlining Nuclear Regulation for Global Energy Transition

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Mark will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

• Energy Systems’ Flaws
• Energy Security, Efficiency and Policy 
• Climate Change and Standard of Living
• Energy Price, Consumption and Sustainability 
• Politics and The Impact on Energy Transition
• Energy Sources, Alternatives and Their Limitations
• Energy Return on Investment and Time
• Renewable Energy and its Limitations
• Harnessing Hydro Energy 
• Nuclear Energy and its Potential to Replace Fossil Fuels

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lyn will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

• FED’s Inconsistencies 
• FED Politics and Election-Year Pressure
• US Economy, Inflation, and Interest Rates
• FED’s Future Rate Cuts
• Interest Rate Impacts on The General Population
• Yield Curve Inversion and Its Implications
• Potential Impact of Bitcoin ETF Approval
• Government Regulation of Cryptocurrency 

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

• AI Technology and its Rapid Advancement 
• Advancements in The Visual Spectrum 
• Impact on Hollywood and Creative Industries
• Potential For Fraud and Scams
• Data Protection and AI Regulation
• AI Advancements and its Effect on Society 

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Erik Townsend and Patrick Ceresna welcome Marko Papic to MacroVoices. Erik and Marko discuss:

• Ukraine-Russia Conflict and The West
• Israel-Gaza Conflict and its Potential Global Implications
• US-Iran Conflict Impact on Markets
• Geopolitical Risk in South America
• China-Taiwan's Potential Conflict and US Supply Dependence 
• US Election and How it Could Affect Markets

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Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. Erik and David discuss:

• Outlook on Equity Markets
• Inflation, Interest Rates
• Bond Market Trends
• Oil Prices and Market Impacts
• Geopolitical Risks and Investment Stratergies

Rosenberg Research Free Trial 

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Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

• Economic Recession and Market Performance
• Market Trends
• Economic Growth and Inflation
• The Market Outlook
• Energy Prices and Supply and Demand
• Nuclear Energy in Europe

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Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss:

• Economic Growth and Recession Indicators
• Trends and Inflation
• The FED's Goals
• Inflation and Interest Rates
• Global Economic Trends
• Economic Cycles and Geopolitical Trends

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshman will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Leigh Goehring to MacroVoices. Erik and Leigh discuss:

• Commodity Prices
• Commodity Investing 
• Commodity Market Trends
• Gold & Oil Prices
• Potential Monetary Regime Change
• Gold-Backed Digital Currencies 

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Erik Townsend and Patrick Ceresna welcome Rory Johnston to MacroVoices. Erik and Rory discuss:

• Supply/Demand Dynamics
• China's Oil Demand
• Oil Market and Geopolitcal Risk
• Tensions in The Middle East and Oil Sanctions
• OPEC's Response if Tensions in The Region Expand
• Oil Market and Crack Spreads
• Energy Transition and Crack Spreads
• SPR Refills

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Erik Townsend and Patrick Ceresna welcome Ole S Hansen to MacroVoices. Erik and Ole discuss:

• The state of the commodity sector  

• Inflation, commodity prices and supply chain issues 

• Commodity market backwardation  

• Gold Investments  

• Gold, interest rates and metal demands  

• Industrial metals and crude oil trends  

• Oil production capacity and geopolitical tensions 

• Oil market analysis and Commitment of Traders report 

• Market trends and analysis  

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ole will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

• The Broken Money System & Digital Currencies

• Money, debt and the future of finance

• Central Bank Digital Currencies

• Stable Coin’s Relationship With Central Banks 

• Financial Technology 

• The Resurgence of Public Debt 

• Economic Cycles, Debt and Inflation

• Money, Energy & Geopolitics

• Energy Market Trends

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SPECIAL POST GAME GUEST- Anas Alhajji

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Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:

• Financial Research Mistakes
• Inflation/Deflation
• Economic Outlook
• The Impact of Economic Realities on Employment
• Inflation/Deflation Predictions 
• Geopolitical Impact on Oil Prices
• Supply Shocks
• Nuclear Energy 

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Alex will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Luke Gromen to MacroVoices. Erik and Luke discuss:

• Retesting The Dollar Highs​
• US dollar System Unwinding - Feedback Loop​
• Is the FED going to keep hiking until something breaks?​
• US Shale Patch Recovery? ​
• Treasury yield crisis​
• Economic warfare - weaponizing oil ​
• What are the alternatives to treasures?​
• Has the stock market rolled over?​

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Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

• Soft landing or recession?
• What is next for inflation trends?
• Gold, breaking down
• Deflation, is it a risk? 
• Credit Event risks
• Stock/bond correlation
• Sizing up the bearish bond market

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Simon will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

• China recovery expectations
• China/US trade relation 
• De-dollarization and BRICS
• Recent rally in energy markets
• Are we headed toward a bifurcated world?
• Possibility of Russia “weaponizing” energy prices and its implications 
  
  

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Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. Erik and Harley discuss:

• Perspective on the inverted yield curve 
• The FED’s master plan for dealing with debt
• Impact of demographics and immigration

• 3 Risk Vectors in the bond market
• Selling convexity in the bond markets
• MBS rates relative to treasury yields 
• S&P500 hedges cheapest in a decade

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Harley will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss:

• Bear market & recession
• Macro risks and lack of reaction from equity markets
• Equity valuations, interest rates & “The Buffet Yardstick”
• Macro earnings model
• Beginning of a recovery?
• Stocks and speculators
• The Magnificent 7

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jesse will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss:

• Geopolitics and its impacts on the US dollar
• BRICS currency initiative
• Possible sanctions US may invoke
• Threats to US dollar’s hegemony and the Eurodollar market
• Where is US dollar headed from here?
• Outlook on European markets
• Russia/Ukraine conflict & energy markets
• Breakdown/weakening of the Yen
• Fiat currency, gold & soft commodities

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Brent will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Matt Barrie to MacroVoices. Erik and Matt discuss:

• Unprecedented growth in Artificial Intelligence
• Complex problem solving using AI
• Transformer technology accelerating AI’s learning from vast datasets
• AI’s potential to transform job markets, bridging skill gaps
• Challenges in automating specialized tasks with AI
• Concerns and legal issues regarding misuse of AI

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Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

• US Nuclear Renaissance
• Russia/Ukraine conflict and its impact on energy security
• Nuclear reactor restarts
• Frailties in renewables
• Future of nuclear – where is it headed?
• China’s role in the future of energy

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Justin will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshmandiscuss:

• Recession outlook
• Where is the market headed from here?
• Inflation cycle
• Slowdown in growth rates
• Geopolitics between US/China
• Which cycle is indicating a credit event ahead

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshman will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Jeff Snider to MacroVoices. Erik and Jeff discuss:

• Price inflation vs. Monetary inflation
• Distinguishing monetary inflation from supply shock
• Why this is not a secular inflation
• Are we headed towards deflation?
• Soft landing – what to expect
• Market going strong despite economic slowdown

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Jeff will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

• Rising AI trend
• Energy is under owned!
• Rally in Energy market, is this the beginning of a big move?
• Shale dynamics
• Is peak oil over?
• Outlook on natural gas & nuclear energy
• Copper and battery metals
• Inflation outlook
• Is there one more rate hike left?

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lyn will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

• Why China reopening didn’t recreate much anticipated demands
• ESG trend impact in long-term
• Unexpected increase in demand that no one expects
• Impacts of OPEC running out of spare production
• Increase in energy prices - 1970’s-like energy crisis on horizon?
• Drawdowns and refilling of U.S. SPR 
• Dark Shipping – its impact on the market and the quality of data

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Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Darius discuss:

• Credit cycle downturn
• Is this bear market going to roll over?
• What credit event to watch for?
• Likelihood of recession happening
• Inflation or disinflation?
• Outlook on China

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Darius will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Juliette Declercq to MacroVoices. Erik and Juliette discuss:

• Overall market analysis
• What impact inflation has on the economy
• Weak manufacturing and disinflation
• 2023 Global activity bounce and what to expect next
• Labor, wages and the economic sweet spot
• Recession on horizon?
• Will the Fed trigger a hard landing in the second wave of inflation?
• Impact of AI on the economy
• Current civil unrest in France

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We strongly recommend that you download the chart book that accompanies this episode, as Erik and Juliette will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

• Wagner group vs. Russian Ministry of Defense
• Translating the Russia/Ukraine conflict into market analysis
• Control of nuclear assets 
• Upcoming Presidential election 
• Mainstream media’s censorship on election candidates
• Civil war on the horizon for US?

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