Macro Voices Podcasts

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

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

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

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

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

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

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

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

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

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

Download the podcast transcript: [Click Here]

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

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

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

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

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

Download the podcast transcript: [Click Here]

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

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

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

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

Download the podcast transcript: [Click Here]

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

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

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

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

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

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

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

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

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

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

Download the podcast transcript: [Click Here]

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

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

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

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

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

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

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

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

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

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

Download the podcast transcript: [Click Here]

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

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

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

Download the podcast transcript: [Click Here]

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