Macro Voices Podcasts

Darius Dale

Erik Townsend and guest host Kevin Muir welcome Darius Dale to MacroVoices. Erik and Darius discuss:

  • Deflation or inflation?
  • Omicron effects on the markets
  • How will recovery impact asset prices post-pandemic? 
  • End of stimulus and what that means for the markets
  • Fed is late to tighten – where does this go next?
  • Impending secular inflation vs. 1970’s inflation
  • Outlook on gold and precious metals
  • Quantifying potential downside in the stock market

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 Grant Williams to MacroVoices. Erik and Grant discuss:

  • Are central banks leading us to inflation trap?
  • Will the Fed follow through with tapering?
  • Omicron effects on reopening of the economy
  • Asset allocation in current market conditions
  • Tesla – will it finally roll over and break?
  • Disparity between oil displacement and transition to green energy
  • Foreign affairs – US/Russia/China relations 

 

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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Louis-Vincent Gave

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

  • Omicron effects on the markets
  • Fed’s tapering – is it real this time?
  • Is the Fed heading into an inflation trap?
  • Final era of oil 
  • US/China & US/Russia relations post COVID
  • Precious metals, US Dollar and cryptocurrency

Download the podcast transcript: [Click Here]

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Jesse Felder

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

  • Inflation vs Deflation
  • What happens if there is no correction in nominal prices?
  • "The Buffet Yardstick”
  • What is in store for equity markets next year?
  • Precious metals and mining stocks – where is the opportunity? 

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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Francesco Filia

Erik Townsend and Patrick Ceresna welcome Francesco Filia to MacroVoices. Erik and Francesco discuss:

  • DeFi – Decentralized Finance
  • Will bonds be replaced with new credit instruments?
  • The next step leading to DeFi
  • Displaced bonds and what that would mean for investors
  • Cryptocurrency and digital lending
  • What to expect in digitization of financial industry 

Download the podcast transcript: [Click Here]

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

  • Inflation, deflation or disinflation?
  • Core PCE and Final Demand PPI
  • Precious metal outlook
  • Backing up of rates and how far can it go?
  • Is the Fed going to taper?
  • Warning about the 1960’s

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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David Rosenberg

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

  • Inflation outlook
  • Powell’s latest comments
  • Will there be a meaningful correction?
  • Commodities supercycle
  • Outlook on gold and crypto currency
  • What’s next for US dollar

    Breakfast with Dave 

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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Lyn Alden

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

  • Long-term debt cycle
  • Lessons from the 1940’s financial repression 
  • Will the government keep the inflation going?
  • Bonds vs. Inflation
  • Broad money and CPI
  • The oil cycle
  • Perspectives on monetary and fiscal policy
  • Portfolio composition in current landscape

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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Jeff Snider

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

  • Secular or transitory inflation?
  • Increase in energy prices and CPI
  • How will the government respond?
  • Foreign investment in bond market 
  • Lack of investing in oil market 
  • Bond market as inflation indicator
  • Why Yellen and Powell may be right

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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Ole Hansen

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

  • Price of energy & green investing focus
  • Post pandemic demand increase & supply chain disruptions
  • Inflation hedge in current environment
  • Outlook on oil and energy
  • Precious metals, uranium and nuclear power
  • Impacts of weather on supply for agriculture production

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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Mike Green

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

  • Views on the latest FOMC meeting
  • Outlook on equity markets, gold and crude oil
  • China’s impact on commodities
  • Which way will the bond yields go?
  • Impacts of Cryptocurrency and DeFi on central banks
  • Benefits of tokenized digital dollar

 

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 Hay

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

  • Inflation and Greenflation 
  • Outlook on equities
  • Paul Tudor Jones’ “Range Expansion” 
  • Breakouts and Breakdowns
  • Cryptocurrencies & Gold
  • Investment strategies in current environment
  • Wage inflation and employment shortages

 

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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Luke Gromen

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

  • Is this inflation transitory or structural?
  • Secular inflation and tax receipts
  • How MMT may impact monetary policy moving forward
  • How will central banks respond?
  • Politics and policy – what it means for asset allocation
  • Outlook on bond yields, US dollar, bitcoin and gold

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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Cullen Roche

Erik Townsend and Patrick Ceresna welcome Cullen Roche to MacroVoices. Erik and Cullen discuss:

  • Trillion-dollar coin and debt ceiling
  • Stagnant economy and inflation
  • Modern Monetary Theory
  • Will inflation turn into stagflation?
  • Fed’s response to inflation
  • Keynesian’s counter cyclical policy
  • Outlook on equities, dollar and bond yields 

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 Russell Napier to MacroVoices. Erik and Russell discuss:

  • Current situation in China and its impacts on inflation
  • Interest rates and inflation
  • China’s influence on central banks facing inflation
  • Collectivism and its implications on central banks
  • Outlook for bond rates
  • Impacts of inflation on stock market
  • Financial repression – how will it unfold?
  • Outlook on equities and gold

 Find out more about Russell's new course at www.didaskoeducation.org or you can contact Russell at This email address is being protected from spambots. You need JavaScript enabled to view it.

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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Jeroen Blokland

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

  • Is inflation transitory?
  • Policy response to inflation
  • Supply chain disruption
  • Bullish sentiment in the stock market
  • Portfolio allocation
  • Reflecting on last week’s FOMC 
  • China and Evergrande
  • Perspectives on Bitcoin

Download the podcast transcript: [Click Here]

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

  

David GarofaloSPECIAL POST GAME GUEST- David Garofalo

 

 

 

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Juliette Declercq

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

  • Macro outlook
  • The two types of inflation
  • Unemployment rate and wage inflation
  • How will the Fed react to rising wages?
  • Wealth accumulation by generations and income inequality
  • Supply and demand imbalances

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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Jim Bianco

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

  • Is this inflation secular or cyclical?
  • Wage inflation and unemployment rate
  • Correlation between inflation and interest rate
  • Is this beginning of a bond-bear market?
  • Investment strategy in the current bond market landscape
  • Will Jay Powell be re-appointed?
  • Outlook on China
  • Perspectives on DeFi 

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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Paul Krake

Erik Townsend and this week's guest host Kevin Muir welcome Paull Krake to MacroVoices. Erik and Paul discuss:

  • Major macro themes to observe
  • Megathematics
  • Perspectives on China
  • Hong Kong’s loss of independence and its impact on financial landscape
  • Climate change and ESG trend
  • Will the FED actually taper?
  • What’s next for digitization and DeFi

Download the podcast transcript: [Click Here]

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

Erik Townsend and Patrick Ceresna welcome Wayne Himelsein to MacroVoices. Erik and Wayne discuss:

  • Long Vol vs. Short Vol strategies
  • Mitigating carry cost of long vol strategies 
  • Actively trading to manage negative carry
  • Straddles as a long vol trade 
  • Sizing a long vol hedge in a portfolio
  • Dynamic management of a long vol trade

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chartbook that accompanies this episode, as Erik and Wayne 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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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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