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Guest Pitches!

Jeff Currie

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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Lakshman Achuthan

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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Jim Bianco

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

 

Download the podcast transcript: [Click Here]

 

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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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Mr. Rozencwajg has nine years of investment experience. Between 2007 and 2015, Mr. Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Mr. Goehring.

Prior to joining Chilton Investment Company, Mr. Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007.

Mr. Rozencwajg holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University.

Mr. Rozencwajg is a CFA charter-holder.

 

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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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Alex Gurevich

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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Rory Johnston

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

 

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 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

 

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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Arjun Murti

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

 

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 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

 

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 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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Darius Dale

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

 

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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Dr. Anas Alhajji

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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Jeroen Blokland

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

 

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 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

 

Download the podcast transcript: [Click Here]

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

 

Download the podcast transcript: [Click Here]

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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Jim Bianco

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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Matt Barrie

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 

 

Download the podcast transcript: [Click Here]

 

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Marko Papic

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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Daniel Lacalle

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

 

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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Leigh Goehring

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  

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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Lyn Alden

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

Download the podcast transcript: [Click Here]

Anas Alhajji

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 

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 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?​

Download the podcast transcript: [Click Here]

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Simon White

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

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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Louis-Vincent Gave

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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Harley Bassman

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

 

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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Jesse Felder

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

Download the podcast transcript: [Click Here]

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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Brent Johnson

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

 

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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Matt Barrie

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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Justin Huhn

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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Lakshman Achuthan

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

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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Jeff Snider

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

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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Lyn Alden

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?

Download the podcast transcript: [Click Here]

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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Dr. Anas Alhajji

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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Darius Dale

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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Juliette Declercq

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

Download the podcast transcript: [Click Here]

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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Dr. Pippa Malmgren

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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Leigh Goehring

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

  • Global agricultural crisis
  • Food inflation – is there more to come?
  • El Niño phenomena and its impact on price of grains
  • Dust bowl conditions
  • Weather vs supply and demand of grains
  • Cocoa supply shortage
  • Russia/Ukraine conflict and its impact on commodity trading
  • Portfolio construction with commodities

Download the podcast transcript: [Click Here]

 

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male silhouette.

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

  • Latest changes in Fed policy
  • Dovish pivot on the horizon?
  • US dollar and the new chair of US Council of Economic Advisors
  • China reopening 
  • Implications of China/Taiwan conflict
  • Debt ceiling – what’s next?
  • Outlook on AI associated stocks

Download the podcast transcript: [Click Here]

 

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Bill Blain

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

  • Inflation outlook
  • Geopolitics and trade
  • Consequences and implications of inflation
  • China and BRICS alliance
  • “Virtuous Sovereign Trinity”
  • Artificial intelligence – where is it headed?
  • Portfolio construction

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Ronnie Stoeferle

Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to MacroVoices. Erik and Ronnie discuss:

  • What to expect from In Gold We Trust report
  • Fundamentals driving precious metal markets
  • Mining stocks
  • Inflation and monetary policy changes
  • De-dollarization and gold accumulation in Russia and China
  • Shift in gold demand from West to East
  • ESG – social implications of gold mining
  • Market outlook and trading strategies with gold 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Ronnie 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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DAniel Lacalle

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

  • Macro outlook on Europe
  • Impact of rate hikes on commodities
  • Outlook for European energy security
  • Inflation outlook for the rest of 2023
  • Gold and stagflation
  • Bitcoin & cryptocurrency

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Tian Yang

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

  • US Recession and is the bear market rally over?
  • Fed cuts – is it different this time?
  • Fixed income outlook
  • China re-opening and EM outlook
  • What’s next for USD
  • Complacency of US high yields
  • Commodities super cycle intermission

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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Mike Green

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

  • Banking crisis and the Fed’s reaction to hike rates
  • Reasons for decline in active management despite recent banking crisis
  • What would happen if there is a technical default
  • De-dollarization – where is it headed
  • Governments embracing CBDC
  • Benefits and implications of AI technology

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Chris Whalen

Erik Townsend and Patrick Ceresna welcome Chris Whalen to MacroVoices. Erik and Chris discuss:

  • Latest FOMC
  • Is ’08 size banking crisis on the horizon?
  • Lessons from the 80’s on what’s ahead
  • Funding opportunity dip
  • Is the latest hike really the last one?
  • Outlook on Fed policy and inflation
  • Portfolio construction
  • Banking crisis risks & inflation runaway risks

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Ole Hansen

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

  • Outlook on US interest rates
  • Inflation – where do we go from here?
  • US/China trade relations and its impact on commodities
  • Backwardation and contango
  • Oil prices
  • US/Europe natural gas arbitrage
  • Copper & precious metals
  • Is it time for all-time highs for gold?

 

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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David Rosenberg

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

  • Recovery to new all-time highs?
  • Market outlook
  • Interest rates and inflation
  • Credit crisis on the horizon?
  • Gold and de-dollarization
  • Impact of China’s recovery on global macro outlook
  • Precious metals and energy transition

 

Rosenberg Research Free Trial

 

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Larry McDonald

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

  • Debt ceiling and monetary policy
  • Implications of impending yield curve control
  • Could the US default?
  • Fed – how much interest expense can they afford?
  • “Greenspan crowding out”
  • What’s next for oil and gas
  • De-dollarization

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Adam Rozencwajg

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

  • Energy outlook
  • China reopening and demand
  • What will be the catalyst that would change oil prices 
  • Recent gold rally – what’s next for gold?
  • How decarbonization agenda will impact copper prices
  • Nuclear renaissance

 

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Dr. Pippa Malmgren

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

  • Causes of recent increased nuclear escalation risks
  • Possibility of China to annex the Russia/Ukraine conflict
  • Where is China/US relations headed?
  • The Pentagon’s involvement in SVB bailout
  • The ‘little giant’ strategy

 

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Charlie McElligott

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss:

  • Banking crisis – is it over or is it just the beginning?
  • Monetary policy implications from banking crisis
  • Will the Fed retain control of the markets?
  • Translating current market backdrop into portfolio construction
  • Recent upturn in the VIX – was it signaling an impending crisis
  • 0DTE and its effects on market volatility

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Luke Gromen

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

  • The fall of SVB and the Fed’s hiking cycle
  • Is the Fed done with QT?
  • What will the Fed do with inflation and what it means for the markets
  • Crude oil – what’s next?
  • How to play the end of the hiking cycle
  • Tensions with Russia & China and what it means for the markets
  • Outlook on the US dollar

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Louis-Vincent Gave

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

  • Hot topic macro themes
  • What is the market signalling?
  • Energy outlook
  • Escalation of conflict between US/Russia and what it means for the markets
  • Where is the bond market headed
  • Recession outlook
  • Fed rate hikes – is it over yet?

Download the podcast transcript: [Click Here]

 

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Dr. Anas Alhajji

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

  • Lessons learned after Russia/Ukraine conflict anniversary
  • SPR - What caused the recent big builds in inventory
  • Russian natural gas export
  • Oil price outlook
  • Internationalization of liquified gas and what’s ahead
  • Demand decline vs. demand destruction
  • Phasing out fossil fuels before finding viable replacements

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Dr. Alhajji 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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Julian Brigden

Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss:

  • Has inflation topped and will it make its way down?
  • Expectations of a policy reversal
  • War cycle spending and its impact on the markets
  • Precious metals
  • European markets
  • Passive investing trend & return of volatility

 

 

 

Download the podcast transcript: [Click Here]

Dr. Pippa Malmgren

SPECIAL POST GAME GUEST- Dr. Pippa Malmgren

 

 

 

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Lakshman Achuthan

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

  • Recession – what do the cycles say?
  • Hiking rates into a global recession
  • Business cycle & job losses
  • 1970s-Era CPI inflation
  • Impact of geopolitics on the cycle 
  • Impacts of development of AI on jobs

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshhman 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

In this episode: 

  • Introduction to Geothermal Energy
  • Deep Geothermal and Geothermal Electricity
  • Relevance of the shale oil revolution to Geothermal energy
  • Supercritical Geothermal Energy: Pumping serious heat
  • Technology breakthrough potential

 

 

 

Supporting Materials for Download

ENERGY DOC - Narration Script with Numbered Paragraphs

Erik Townsend

In this episode: 

  • History of the Crude Oil Market
  • We cannot phase out fossil fuels before phasing in viable alternatives
  • Low Hanging Fruit: Why oil production always gets more expensive over time
  • Hubbert’s Peak
  • Conventional vs. Non-Conventional Oil Production
  • OPEC Spare Capacity is all but exhausted

 

Supporting Materials for Download

ENERGY DOC - Narration Script with Numbered Paragraphs

Erik Townsend

In this episode: 

  • Societal Complexity & Pace of Human Advancement are a function of how much cheap, abundant energy is available to the economy
  • The importance of replacing Fossil Fuels with clean energy alternatives
  • Analysis of current energy supply & demand statistics
  • Why Electricity and Hydrogen are not energy sources 
  • What it’s really going to take to solve the problem (wind & solar alone are not enough!)

 

 

Supporting Materials for Download

ENERGY DOC - Narration Script with Numbered Paragraphs

Jeff Snider

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

  • Inflation in post-pandemic period
  • Soft landing?
  • Energy
  • European market
  • Has the fed successfully contained inflation?
  • China reopening

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

In this episode: 

  • Breeder Reactors & Why they’re important
  • Thorium fueled reactors
  • The Waste Burner Reactor: Burning yesteryear’s nuclear waste as fuel
  • Nuclear Fusion & Why it can’t help in the crisis timeframe
  • Erik’s prescriptions for solving the coming crisis

 

 

Supporting Materials for Download

Energy Crisis Ep 5 Podcast Version Download

Alex Gurevich

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

  • Reflecting on the Fed’s press release
  • Inflation
  • Crude oil outlook
  • Is it time to buy bonds?
  • Fed’s impact on financial markets
  • What’s next for gold

Download the podcast transcript: [Click Here]

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Erik Townsend

In this episode: 

  • Why there’s no alternative to nuclear for finding 156,000 TWh of clean energy
  • Shortcomings of Light Water reactors
  • The ORNL Molten Salt Reactor Experiment & why it was cancelled
  • Why Chernobyl, Three Mile Island, and Fukushima should have been prevented
  • Why we need a crisis to precede a Nuclear Renaissance
  • Overcoming Weapons Proliferation & Waste Disposal objections
  • Way of the future: Small, modular reactors built in factories

 

 

Supporting Materials for Download

Energy Crisis Ep 4 Podcast Version Download

Viktor Shvets

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

  • Reflections on Ukraine/Russia conflict and its impact on the globe
  • Inflation outlook
  • Interest rates, GDP & recession outlook
  • Perspectives on equities and gold
  • Re-opening of China, conflict between China/Taiwan

Download the podcast transcript: [Click Here]

 

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Lyn Alden

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

  • Energy outlook
  • Decoupling of unemployment rate vs. federal deficit
  • Reflexive effects of social security trust drawdown
  • Debt and gold
  • Interest expense
  • Fed remittances
  • Increase in banks holding of treasuries
  • Recession outlook & commodities outlook

Download the podcast transcript: [Click Here]

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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Robert Friedland

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

  • Global energy crisis
  • Impacts on oil prices if Russia withholds oil export
  • Importance of Saudi Arabia’s role
  • Global recession and energy prices
  • Geothermal energy
  • Drilling vs. Spalling
  • Copper – supply and demand

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Darius Dale

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

  • Is the bear market over?
  • What to expect in first half of 2023 
  • Chronology of stock market moves with impending recession
  • Implications of deglobalized world economy
  • Weaponization of inflation
  • Outlook on commodities and gold

 

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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Justin Huhn

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

  • Overall investment argument for nuclear energy
  • Bifurcation of nuclear energy market
  • Available options for investing in nuclear
  • Strategy for investing in miners
  • Invest in the fuel or in the technology?
  • Understanding the nuclear fuel cycle and how to invest in it
  • Investing in conversion and enrichment

 

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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Mark Nelson

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

  • History of nuclear power industry
  • Nuclear waste disposal
  • Nuclear weapons proliferation risk
  • How the nuclear decommissioning fund works
  • Potential alternatives to nuclear energy
  • Advanced nuclear
  • Nuclear fuel cycle

Download the podcast transcript: [Click Here]

 

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Jim Bianco

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

  • Latest CPI data
  • Has Inflation peaked?
  • FOMC – Fed raising rates
  • How high will the terminal rate go
  • Outlook on treasury yields and high yield market
  • Current situation in China
  • Recent rally in gold 

 

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Luke Gromen

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

  • Is the bear market over?
  • Inflation and what’s driving the price inflation?
  • Injection of liquidity by central banks and increased deficits
  • Government debt spiral
  • Effects of bifurcation and deglobalization of global economy
  • Outlook on gold
  • Will the Fed change course?

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David Rosenberg

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

  • Recent bear market rallies – is the bottom in?
  • How the Fed will manage monetary policy
  • Has inflation peaked?
  • Recent rally in gold
  • Rising geopolitical conflicts and its impact on investors
  • China re-opening

 

 Rosenberg Research Free Trial 

 

Download the podcast transcript: [Click Here]

 

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Pippa Malmgren

Erik Townsend welcomes Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

  • World War III – what it really means
  • Russia’s willingness to weaponize oil prices and what that means for the markets
  • Why is mainstream media keeping the public in the dark?
  • Russia/Ukraine conflict
  • Crypto currencies & CBDC’s
  • Start of a space race
  • Return of Donald Trump
  • Reopening of China

Download the podcast transcript: [Click Here]

 

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male silhouette.

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

  • Proxy wars & the new war cycle
  • Dimensions to expect in the current ongoing war
  • Possible motives of escalating “friendly competition” to proxy wars
  • Is deflation on the horizon that will lead to depression?
  • Indebtedness of US & outlook on treasuries 
  • Perspectives on gold & uranium 
  • China’s reopening and their resumption of consumption

 

Download the podcast transcript: [Click Here]

 

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Rory Johnston

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

  • Will the supply/demand levels return to pre-pandemic levels?
  • What to expect from Guyanese offshore oil
  • Shale growth – how high can it go?
  • China re-opening and its impact on energy market
  • EU’s embargo on Russian oil 
  • Purpose of SPR  

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik, Patrick and Nick will refer to it throughout the postgame segment. 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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Eric Peters

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

  • Perspectives on current geopolitical landscape
  • Rising conflicts and Inflation 
  • Supply chain disruptions
  • Food and energy
  • How to navigate investing in the current economic backdrop
  • What China re-opening would mean for the rest of the world
  • New regime of financial repression on the horizon?

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik, Patrick and Nick will refer to it throughout the postgame segment. 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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Ole Hansen

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

  • Commodities outlook
  • Fed’s policy and inflation
  • List of stocks to watch out for
  • Lack of investments, decarbonization and electrification
  • Perspectives on US dollar
  • Contango and backwardation
  • Will inflation persist during a recession?
  • CoT report 
  • Possibility of negative natural gas prices in Europe
  • Copper, gold and agriculture

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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Louis-Vincent Gave

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

  • Liquidity crisis and what lies ahead
  • China’s ongoing lockdown and its implications on the global economy
  • Will Xi Jinping pivot?
  • Global energy crisis & NOPEC bill
  • Re-opening of China and increasing inflation
  • Bond market outlook

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik, Patrick and Nick will refer to it throughout the postgame. 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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Daniel Lacalle

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

  • Energy crisis in Europe
  • EU policy makers and their beliefs in efficacy of sanctions
  • Nord Stream pipeline sabotage 
  • What level of hardship is expected in Europe in coming months
  • Inflation and demand destruction
  • Will energy supply return to pre-pandemic levels?
  • Investing in current economic landscape
  • Outlook on US dollar

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik, Patrick and Nick will refer to it throughout the postgame. 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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Alex Gurevich

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

  • Inflation – will it get worse?
  • Energy crisis in Europe and UK policy response
  • Will the current economic backdrop persist?
  • Jay Powell and the Fed’s focus on core PCE
  • Depression on horizon?
  • Consequences to the US dollar
  • Dollar and the emerging market debt

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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Jeff Snider

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

  • Fundamentals of Eurodollar system
  • What do the international markets have to do with the value of USD
  • Divestiture of foreign exchange assets
  • Best way to implement global digital currency system

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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Mike Alkin Adam Rodman

Erik Townsend welcomes Mike Alkin & Adam Rodman to MacroVoices. Erik and guests discuss:

  • The Uranium Fuel Cycle
  • The perceived dangers of Uranium production are misunderstood
  • Built on-site vs. modular ‘’factory’’ reactors
  • The Uranium enrichment process
  • Investing in Uranium: Opportunities and Risks
  • The Effect of Fukushima on the Uranium industry and where the industry stands today
  • The East as leaders of global Uranium production & enrichment and its effects on geopolitics and the energy crisis.

 

Download the podcast transcript: [Click Here]

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Jim Bianco

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

  • Inflation outlook
  • “Quiet quitting” & labor shortage
  • Current supply chain landscape and what to expect moving forward
  • Impending energy crisis and its impacts on inflation
  • Portfolio construction with current market conditions
  • Ukraine/Russia situation and global economic warfare
  • Precious metals outlook

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. 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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Dr. Anas Alhajji

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

  • European energy crisis
  • Impending recession and its impacts on energy demand
  • Is the peak oil moment upon us?
  • Geopolitics and its effects on the petrodollar system
  • G7’s solution to put price cap on Russian oil
  • Ever changing production targets and what it means

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. 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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male silhouette.

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

  • Redefining recession and what it means moving forward
  • Is recession upon us?
  • Where we stand in the cycle
  • Central banks’ roles in the market and how it impacts leading indicators
  • What to anticipate in multi-year QT
  • Has the recovery already begun?

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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