Macro Voices Podcasts

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Erik Townsend and Patrick Ceresna welcome Kyle Bass to MacroVoices. Erik and Kyle discuss:

  • All-time highs despite the pandemic – are we shifting into a new paradigm?
  • Impending inflation and how to trade it 
  • Is gold still the best hedge against fiat debasement?
  • Is the bond bull market finally done and are we headed toward negative yield?
  • Negative yields in Europe – will this recover as inflation begins?
  • How will Biden administration change the macro outlook?
  • Implications of electrification of the economy
  • Will Singapore be replacing Hong Kong as the financial center in Asia?
  • Perspectives on crypto currencies

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 Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

  • Update on President Trump may start his own news network
  • Why Trump running a news network may be more powerful than being the President 
  • Upcoming meeting of the electors – how will this impact President Trump’s actions
  • What would Trump News Network look like?
  • Possible pardoning for Julian Assange and Edward Snowden and its implications
  • Perspectives on inflation 
  • Outlook on digital currencies 

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 Jeff Snider to MacroVoices. Erik and Jeff discuss:

  • DXY reaching multi-year lows – is this the beginning of the dollar crash?
  • Basics of US dollar crash and related Treasury market destruction
  • Has quantitative easing been successful?
  • Japanese Inflation & QE – Is US monetary policy following the Japanese model?
  • Lower indication in inflation indices despite excessive liquidity
  • Is the U.S. dollar’s global reserve currency status being threatened?
  • Perspectives on MMT

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

  • Has the market  priced in the vaccine news?
  • How does this translate into the stock market
  • Shift to secular inflation or return to deflation?
  • Where is the stock market headed from here?
  • Will US Treasury will go negative on 10yr or will they stay at zero?
  • Treasuries vs. Gold

Download the podcast transcript: [Click Here

Free 30-day Trial to Dave's Economic Research and Insights 

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 Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Perspective on recent rally in market amidst the pandemic and U.S. Elections
  • Spike in COVID cases, are things going to get worse before it gets better?
  • Would expectation of more government stimulus lead to lower yields?
  • Likelihood of secular inflation due to more money printing and more deficit spending
  • Challenges ECB is facing with insolvent countries borrowing at low yields?
  • Will foreign policies reverse under Biden administration?
  • Is U.S. fracking industry facing a major threat from Biden administration energy policy?

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 Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss:

  • All-time highs in the stock market despite the pandemic – what cycle does this reflect?
  • What cycle is driving the recovery?
  • How to manage cycle risks
  • What does USFIG (U.S. Future Inflation Gauge)suggest comes next?
  • When to expect secular inflation based on leading indicators
  • What cycles tell us about the recent upside in the stock market

Download the podcast transcript: [Click Here]

MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to espect post-Coronavirus

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshman 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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Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. Erik and Marin discuss:

  • Perspectives on MMT and how it affects the gold market
  • How far are we in the gold bull market cycle
  • What would change the investment mindset on gold with MMT on the horizon?
  • Why investors need to consider currency conversion factor when investing in gold
  • What is in store for the natural resources sector?
  • Opportunities in gold mining vs. copper mining
  • Asset allocation in natural resources sector

Download the podcast transcript: [Click Here]

Katusa Research Special Offer: 42% off Marin Katusa's Natural Resource Investing Newsletter 

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 Tian Yang to MacroVoices. Erik and Tian discuss:

  • Inflation driven commodity super cycle – when will it happen?
  • When will  consumer price inflation starts?
  • How to manage your portfolio to prepare for inflation
  • COVID-19 pandemic impacts on prices
  • How to position for commodity super cycle
  • How to approach different commodity sectors for allocation
  • Outlook on precious metals

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 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).

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

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Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to MacroVoices. Erik and Stephanie discuss:

  • Why using taxes to pay for government spending is a myth
  • If the government can print money, why are taxes still necessary?
  • What measures does MMT use to overcome inflation risk?
  • Debunking the myth that the future generation will have to pay for the current national debt
  • Risk of dilution in value of dollars due to government money printing
  • Constraints of MMT

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).

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

 

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Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to MacroVoices. Erik, Mike and Guy discuss:

  • Future of nuclear power industry
  • How big is the Uranium mining industry post-Fukushima
  • Collapse of market capitalization of Uranium mining
  • How Uranium market works
  • Investment opportunities in Uranium market

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and the guests 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 Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

  • Perspectives on recent Presidential debate
  • Supreme court legal precedent
  • Doespolitical uncertainty in the U.S. create an opportunity for China?
  • Accuracy of polls and how investors should consider them
  • Possible outcomes and what that would mean for the markets
  • Possibility of Donald Trump launching a news network

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and this week's guest host Kevin Muir 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 Art Berman to MacroVoices. Erik and Art discuss:

  • Update on Art’s 2020 U.S.oil production narrative
  • How big of a decline in production should we expect?
  • Supply in demand imbalance – where is oil price headed from here?
  • What investors should look for in anticipation of resumption of normal demand
  • What level of demand to expect post-crisis?
  • Decreasing price sensitivity to changes in comparative inventory 
  • Will we ever get back to pre-crisis consumption levels?

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Art 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 Alex Gurevich to MacroVoices. Erik and Alex discuss:

  • Is the bond bull market finally coming to an end?
  • Possibility of negative rates
  • Secular shift from disinflation toward inflation
  • US dollar outlook – beginning of a secular decline?
  • Perspectives on gold and equity markets
  • Impact of monetary policy on liquidity

Download the podcast transcript: [Click Here]

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SPECIAL POST GAME GUEST- Jim Bianco

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

  • Prognosis on the U.S. Presidential Election
  • Why the Republicans have not yet folded on the next relief package?
  • Vicious circle from lower confidence to higher unemployment
  • What would a contested election mean for the markets?
  • U.S. dollar outlook
  • Possibility of U.S. Real Yields to collapse

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

  • Active vs passive investing dynamics
  • Is QE what’s driving the stock market and how does MMT fit in
  • Will MMT bring runaway inflation and what are the implications?
  • Is the bond bull market coming to an end?
  • What investors should look out for during a period of hyperinflation
  • Outlook on gold
  • Potential risks and threats of U.S. dollar losing its reserve currency status
  • Perspectives on digital currency 

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).

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:

  • Is this the beginning of the big move down for the US dollar?
  • Why the US will have to what Luke calls “print the mostest” in the dollar endgame
  • What does “printing the most” entail?
  • What is the catalyst that would bring a secular decline of the dollar?
  • US fiscal condition – accelerate borrowing and spending, where are we headed from here?
  • Perspective on the soaring S&P500what does this mean?
  • Outlook on Gold
  • Perspectives on how the US Presidential election outcome will impact the markets

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).

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

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Erik Townsend and Patrick Ceresna welcome Brent Johnson to MacroVoices. Erik and Brent discuss:

  • What is next for the U.S. Dollar?
  • Will the change in monetary system provide a viable alternative to the dollar?
  • S&P 500 breaking out to the upside – what comes next?
  • Soaring stock market – is this driven by central banks buying stocks using cash from QE?
  • Outlook on gold and commodities
  • Can U.S. Treasuries see negative yields?
  • Perspectives on the upcoming U.S. Presidential election

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

  • New all-time highs in the stock market despite the pandemic – what does this mean?
  • Jesse’s perspectives on Mike Green’s thesis about passive investment strategy
  • Is the retail mania driven by the Fed?
  • Perspectives on stock split and still rising TSLA
  • Is the bond market the key to stop the Fed’s frivolous money printing
  • Is this the beginning of the end for US dollar?
  • Outlook on 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 postgame. 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 Vincent Deluard to MacroVoices. Erik and Vincent discuss:

  • Shortcomings of 60/40 portfolio and its implications
  • Why secular inflation is on the horizon and what would it look like?
  • Generational gap in wealth – what policies will bridge that gap?
  • U.S. Dollar – is this the beginning of the end?
  • Outlook on European economy and markets
  • Why inflation still hasn’t happened
  • Perspectives on gold and precious metals 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart deck that accompanies this episode, as Erik and Vincent 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 Jim Bianco to MacroVoices. Erik and Jim discuss:

  • Has Jim really changed his views and turned bullish?
  • Coronavirus crisis update
  • V-bottom recovery in the stock market does not equal v-bottom recovery in the economy
  • FED’s balance sheet expansion – where is it headed, what’s the endgame?
  • MMT – what are the risks and how does it unfold?
  • Fixed income markets – outlook on bond yields
  • Devaluation of the US dollar and the possibility of it losing its reserve currency status
  • Outlook on Gold

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart deck 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).

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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