Macro Voices Podcasts

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).

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

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 

Download the podcast transcript: [Click Here]

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

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).

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

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).

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

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).

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

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

 

Download the podcast transcript: [Click Here]

 

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

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).

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

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).

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

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).

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

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).

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

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

Download the podcast transcript: [Click Here]

 

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

 

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).

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

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).

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

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?

Download the podcast transcript: [Click Here]

 

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

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]

 

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

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]

 

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

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

Download the podcast transcript: [Click Here]

 

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

 

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).

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

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

Download the podcast transcript: [Click Here]

 

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

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).

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.

Go to top