Macro Voices Podcasts

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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]

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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]

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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.

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

  • Inflation, Geopolitical Tensions and Monetary Policy 
  • Inflation Expectations and Market Reactions
  • Passive Investing and Market Distortion
  • Financial Risk and Market Dynamics
  • Commodities and Gold Investments
  • Inflation Dynamics and Misconceptions

 

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 Tian Yang to MacroVoices. Erik and Tian discuss:

  • Financial Indicators and Their Market Potentials
  • US Economic Data, Liquidity and Volatility 
  • Earnings Growth and Pricing Power
  • Market Bubbles and The Impact of AI Technologies 
  • US Election and Potential Impact on Markets

 

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 Louis-Vincent Gave to MacroVoices. Erik and Louis discuss:

 

  • Market Trends and Risk Management
  • Electric Vehicles, ESG and the Chinese Supply Growth
  • Commodity Markets and Stock Market Performance
  • China’s Economy
  • Nuclear Energy, China’s Progress and The Future of Power

 

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:

  • Market Outlook and Economic Indicators
  • Inflation, Economic Growth, and Investment Strategies
  • Inflation Trends and its Potential Impact on Investments
  • Interest Rates and Fiscal Policy
  • China’s Economic Growth and Liquidity Dynamics
  • US Economy’s Balance Sheet Dynamics

 

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.

Dr. Anas Alhajji

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to MacroVoices. Erik and Anas discuss:

  • Energy Market Changes and Geopolitical Impacts in The Red Sea
  • Egypt’s Economic Collapse and Potential Risks
  • Oil Market Forecast and Geopolitical Premium
  • Oil Demand and Supply
  • The Energy Trends in 2023
  • Oil Market Outlook and Petrochemical Demand

 

Download the podcast transcript: [Click Here]

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

Jeroen Blokland

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

  • Inflation and Economic Growth in The US
  • Fed Policy and Debt Sustainability
  • Gold Investment and The Gold Market
  • Geopolitics, Energy Prices, and Global Economic 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 Justin Huhn to MacroVoices. Erik and Justin discuss:

  • Uranium Bull Market and Market Trends
  • Uranium Supply and Demand
  • Kazakhstan’s Uranium Production
  • Uranium Market Dynamics and Geopolitical Factors
  • Russian Nuclear Services and Potential Retaliation
  • Uranium Mining and ESG Investing
  • Uranium Investment Strategy and Potential Risks

 

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.

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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