Macro Voices Podcasts

Steve Keen

Erik Townsend and Patrick Ceresna welcome Steve Keen to MacroVoices. Erik and Steve discuss:

  • Relationship between inflation and bond rates
  • Perspectives on recent action of US 10yr Treasury yield
  • MMT – how will this concept be adopted?
  • Will MMT create even more private debt and is there a way to avoid it?
  • Debunking ESG for investors 
  • Rebuttal to William Nordhaus 
  • Steve’s new book - The New Economics: A Manifesto 

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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Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss:

  • Options that exist for accredited investors in precious metals market
  • Private placement in precious metals and how it works
  • Pros and cons of Capital Introduction industry 
  • Disadvantages of using a broker
  • What Katusa Research newsletter offers
  • Access to private placement and financing vs. public market
  • Marin’s new book: The Rise of America

Download the podcast transcript: [Click Here]

Katusa Research Special Offer: 28% off Marin Katusa's Natural Resource Investing Newsletter 

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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Larry McDonald

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

Relationship between inflation and treasury yields

  • Outlook on US/China relations
  • What to expect in equity and bond market
  • Drivers of upcoming price increase in oil
  • Trading opportunities in energy market
  • “Alpha Male Central Banker”
  • Breakdown of the dollar and its implications
  • Oil demand expectations in the re-opening 

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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David Rosenberg

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

  • Are we really facing secular inflation?
  • How the recent stimulus impacts the inflation narrative
  • FED has it right – this inflation is a “transitory phenomenon”
  • How to play against the popular narrative that secular inflation is imminent
  • Why this inflation is transitory
  • Outlook on treasury yields

Download the podcast transcript: [Click Here]

Free 30-day Trial to Dave's Economic Research 

Charts with Dave 2021 05 06 MacroVoices 

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

  • What’s needed to hedge against rising interest rates
  • “Financial Tsunami” and what that would mean for the markets
  • Reasons behind Harley’s new project with Simplify
  • The new ETF, PFIX– who is it for?  
  • How rising interest rates will cause systemic risks in the market
  • How PFIX  can protect portfolio  
  • Perspectives on inflation

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Harley will refer to it throughout the interview. 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 Dylan Grice to MacroVoices. Erik and Dylan discuss:

  • Inflation vs. Deflation
  • US 10yr Yield outlook
  • Reasons why there is potential for a big rally in crude oil
  • Perspectives on oil and transitioning into EV
  • Portfolio composition to play inflation
  • Asymmetric trade opportunities
  • ECB and the Fed – where are they headed?
  • Risks of central banks intertwining with politics

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

  • Deflation vs. Inflation
  • Can US Treasury 10yr Yields  press 2%?
  • Sentiment and vol factors and thematic reversal risk
  • Nomura Vol control model anticipates potential “buy flows”
  • Thematic & Factor risk premia performance trends
  • SPX/SPY Consolidated $Gamma/$Delta

Download the podcast transcript: [Click Here]

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

Click here to register or login for access to supporting materials.

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Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. Erik and Art discuss:

  • General outlook on oil
  • Factors causing continuous decline in production
  • Why should we not expect increases in price?
  • OPEC spare capacity vs Brent price
  • Reasons to expect demand to return to pre-pandemic levels by end of 2021
  • Price outlook for the rest of 2021
  • Increase in price vs. rig count
  • Impact of electrification on oil

Download the podcast transcript: [Click Here]

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

Click here to register or login for access to supporting materials.

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

  • Why deflation?
  • Was it really a historic sell-off in bond market?
  • Why the government wants inflation
  • US Treasury yield curve vs. Eurodollar yield curve
  • Will the Fed stick to the zero lower bound for the foreseeable future?
  • Definition of reflation vs. recovery
  • Underwhelming current reflationary sell-off
  • Inflation expectations in the TIPS market

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 Jesse Felder to MacroVoices. Erik and Jesse discuss:

  • Inflation outlook and its main drivers
  • S&P500 index and margin debt to GDP analysis
  • Potential peak in earnings growth ahead
  • Corporate profit margins vs. Labor share
  • Stocks vs. Interest rates, Interest Rates vs. Financial Instability
  • Gold and crypto currency
  • How value investing works in overpriced asset conditions

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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Erik Townsend and Patrick Ceresna welcome Steven Van Metre to MacroVoices. Erik and Steven discuss:

  • Why deflation, why not inflation?
  • QE – how it really works
  • Why is the current MMT inspired stimulus not inflationary?
  • Reasons why there is a need for existing bank reserves for QE
  • What will the next stimulus bring?  
  • What is a liquidity trap and why we’re headed towards it
  • Implications of liquidity trap and how to resolve it
  • Outlook on bond yields

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Steven 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 Friedland to MacroVoices. Erik and Robert discuss:

  • How investors should think about decarbonization
  • Green Revolution – is there an investment in build out of a new electric grid?
  • What to invest in to benefit from the electrification of the global economy
  • EV and advancement in batteries – is nickel unavoidable?
  • How investors should look at advancement in battery technology
  • Perspectives on commercialization of Thorium reactors
  • The technology needed in order to deliver safe and unlimited electric energy 

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

  • Is secular inflation upon us?
  • What to make of the rise in long-term bond yields?
  • Are higher yields threatening an equity bear market?
  • Ongoing sector rotation between cyclicals/value and growth sectors
  • What should the FED do next?
  • Outlook on dollar and gold

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

  • Inflation vs. Deflation narrative
  • Rates market – at what point will the Fed intervene?
  • Negative treasury yield and what that means for equity market
  • VIX on the rise – is the market topping?
  • Outlook on Gold
  • DXY – are we seeing a reversal on the horizon?

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Amir Adnani{f90filter RegisteredUser SHOW}

 

 

 

 

 

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

  • Return of a commodity bull market
  • Increasing real yields vs. gold
  • Green revolution – which commodity will benefit?
  • Increasing demand in Copper
  • Record long exposure in hedge funds – is this where the market tops?
  • Why Roll Yields matter
  • Green transformation and its relationship to correlations in commodities
  • Crude oil – are we nearing a top?
  • Outlook on agriculture, 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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Erik Townsend and Patrick Ceresna welcome Lyn Alden to MacroVoices. Erik and Lyn discuss:

  • Perspectives on mainstream deflationists adopting a new inflation view
  • Limits to excessive deficit spending and fiscal stimulus
  • Fiscal vs. Monetary dominance
  • Macro asset allocation strategy in fiscal dominance environment
  • Perspectives on the Fed’s yield control
  • U.S. broad money supply vs. Japanese broad money supply
  • Outlook on Gold and Bitcoin

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

  • Energy prices and inflation
  • What is driving the stock market to its all-time highs despite the pandemic
  • Has the oil market priced in the recovery?
  • Perspectives on the recent Copper rally and how far can it go?
  • Will Singapore replace Hong Kong as the financial centre of Asia?
  • European market outlook

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST : Kevin Muir - The MacroTourist

 

 

 

 

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

  • Last year’s bullish outlook - does it still stand?
  • Is the current level of spending in the economy being propped up by stimulus?
  • APPL, TSLA and the classic bubble
  • Why would the FED allow the bond market to clear at a market rate?
  • Upside risks to treasury yields
  • Perspectives on impending secular inflation
  • How long do we have until we have a runaway inflation problem?
  • What is the right metric that would indicate when things turn bad?

Download the podcast transcript: [Click Here]

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

  • Deflation vs. Inflation outlook
  • What could contain and remedy the impending inflation?
  • Investing strategies for inflation
  • Coronavirus update
  • Wall Street Bets –who’s behind it and what’s going on?
  • Last week was GME, and now it’s Silver – will there be another squeeze?

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart deck 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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Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. Erik and Russell discuss:

  • How are stocks rallying to new all-time highs amidst the ongoing pandemic?
  • Stimulus into real economy – will this still support the stock market?
  • How far Bond Yields could go
  • Financial repression and inflation outlook
  • Inflation may be good in the beginning but for how long?
  • Benefits of inflation on the stock market
  • Perspectives on commodities including Copper and agriculture
  • Gold vs. Bitcoin
  • Is there a strategy to evade financial repression?

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).

Click here to register or login for access to supporting materials.

MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Patrick Ceresna shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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