Macro Voices Podcasts

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

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

 

Download the podcast transcript: [Click Here]

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

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

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

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

 

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:

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

 

Download the podcast transcript: [Click Here]

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

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

 

Download the podcast transcript: [Click Here]

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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 

 

Download the podcast transcript: [Click Here]

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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).

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

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]

 

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

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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

 

Download the podcast transcript: [Click Here]

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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

 

Download the podcast transcript: [Click Here]

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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).

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

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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).

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

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).

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

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

 

Download the podcast transcript: [Click Here]

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

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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).

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

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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

 

Download the podcast transcript: [Click Here]

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

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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

 

Download the podcast transcript: [Click Here]

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

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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).

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

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

 

Download the podcast transcript: [Click Here]

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:

  • 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).

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

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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

 

Download the podcast transcript: [Click Here]

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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