Macro Voices Podcasts

David Rosenberg

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

  • Recovery to new all-time highs?
  • Market outlook
  • Interest rates and inflation
  • Credit crisis on the horizon?
  • Gold and de-dollarization
  • Impact of China’s recovery on global macro outlook
  • Precious metals and energy transition

 

Rosenberg Research Free Trial

 

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Larry McDonald

Erik Townsend and Patrick Ceresna welcome Larry McDonald to MacroVoices. Erik and Larry discuss:

  • Debt ceiling and monetary policy
  • Implications of impending yield curve control
  • Could the US default?
  • Fed – how much interest expense can they afford?
  • “Greenspan crowding out”
  • What’s next for oil and gas
  • De-dollarization

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Adam Rozencwajg

Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to MacroVoices. Erik and Adam discuss:

  • Energy outlook
  • China reopening and demand
  • What will be the catalyst that would change oil prices 
  • Recent gold rally – what’s next for gold?
  • How decarbonization agenda will impact copper prices
  • Nuclear renaissance

 

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Dr. Pippa Malmgren

Erik Townsend and Patrick Ceresna welcome Dr. Pippa Malmgren to MacroVoices. Erik and Pippa discuss:

  • Causes of recent increased nuclear escalation risks
  • Possibility of China to annex the Russia/Ukraine conflict
  • Where is China/US relations headed?
  • The Pentagon’s involvement in SVB bailout
  • The ‘little giant’ strategy

 

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Charlie McElligott

Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. Erik and Charlie discuss:

  • Banking crisis – is it over or is it just the beginning?
  • Monetary policy implications from banking crisis
  • Will the Fed retain control of the markets?
  • Translating current market backdrop into portfolio construction
  • Recent upturn in the VIX – was it signaling an impending crisis
  • 0DTE and its effects on market volatility

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Luke Gromen

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

  • The fall of SVB and the Fed’s hiking cycle
  • Is the Fed done with QT?
  • What will the Fed do with inflation and what it means for the markets
  • Crude oil – what’s next?
  • How to play the end of the hiking cycle
  • Tensions with Russia & China and what it means for the markets
  • Outlook on the US dollar

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Louis-Vincent Gave

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

  • Hot topic macro themes
  • What is the market signalling?
  • Energy outlook
  • Escalation of conflict between US/Russia and what it means for the markets
  • Where is the bond market headed
  • Recession outlook
  • Fed rate hikes – is it over yet?

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Dr. Anas Alhajji

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

  • Lessons learned after Russia/Ukraine conflict anniversary
  • SPR - What caused the recent big builds in inventory
  • Russian natural gas export
  • Oil price outlook
  • Internationalization of liquified gas and what’s ahead
  • Demand decline vs. demand destruction
  • Phasing out fossil fuels before finding viable replacements

 

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Dr. Alhajji 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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Julian Brigden

Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss:

  • Has inflation topped and will it make its way down?
  • Expectations of a policy reversal
  • War cycle spending and its impact on the markets
  • Precious metals
  • European markets
  • Passive investing trend & return of volatility

 

 

 

Download the podcast transcript: [Click Here]

Dr. Pippa Malmgren

SPECIAL POST GAME GUEST- Dr. Pippa Malmgren

 

 

 

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Lakshman Achuthan

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

  • Recession – what do the cycles say?
  • Hiking rates into a global recession
  • Business cycle & job losses
  • 1970s-Era CPI inflation
  • Impact of geopolitics on the cycle 
  • Impacts of development of AI on jobs

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshhman 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

In this episode: 

  • Introduction to Geothermal Energy
  • Deep Geothermal and Geothermal Electricity
  • Relevance of the shale oil revolution to Geothermal energy
  • Supercritical Geothermal Energy: Pumping serious heat
  • Technology breakthrough potential

 

 

 

Supporting Materials for Download

ENERGY DOC - Narration Script with Numbered Paragraphs

Erik Townsend

In this episode: 

  • History of the Crude Oil Market
  • We cannot phase out fossil fuels before phasing in viable alternatives
  • Low Hanging Fruit: Why oil production always gets more expensive over time
  • Hubbert’s Peak
  • Conventional vs. Non-Conventional Oil Production
  • OPEC Spare Capacity is all but exhausted

 

Supporting Materials for Download

ENERGY DOC - Narration Script with Numbered Paragraphs

Erik Townsend

In this episode: 

  • Societal Complexity & Pace of Human Advancement are a function of how much cheap, abundant energy is available to the economy
  • The importance of replacing Fossil Fuels with clean energy alternatives
  • Analysis of current energy supply & demand statistics
  • Why Electricity and Hydrogen are not energy sources 
  • What it’s really going to take to solve the problem (wind & solar alone are not enough!)

 

 

Supporting Materials for Download

ENERGY DOC - Narration Script with Numbered Paragraphs

Jeff Snider

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

  • Inflation in post-pandemic period
  • Soft landing?
  • Energy
  • European market
  • Has the fed successfully contained inflation?
  • China reopening

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.

Erik Townsend

In this episode: 

  • Breeder Reactors & Why they’re important
  • Thorium fueled reactors
  • The Waste Burner Reactor: Burning yesteryear’s nuclear waste as fuel
  • Nuclear Fusion & Why it can’t help in the crisis timeframe
  • Erik’s prescriptions for solving the coming crisis

 

 

Supporting Materials for Download

Energy Crisis Ep 5 Podcast Version Download

Alex Gurevich

Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. Erik and Alex discuss:

  • Reflecting on the Fed’s press release
  • Inflation
  • Crude oil outlook
  • Is it time to buy bonds?
  • Fed’s impact on financial markets
  • What’s next for gold

Download the podcast transcript: [Click Here]

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Erik Townsend

In this episode: 

  • Why there’s no alternative to nuclear for finding 156,000 TWh of clean energy
  • Shortcomings of Light Water reactors
  • The ORNL Molten Salt Reactor Experiment & why it was cancelled
  • Why Chernobyl, Three Mile Island, and Fukushima should have been prevented
  • Why we need a crisis to precede a Nuclear Renaissance
  • Overcoming Weapons Proliferation & Waste Disposal objections
  • Way of the future: Small, modular reactors built in factories

 

 

Supporting Materials for Download

Energy Crisis Ep 4 Podcast Version Download

Viktor Shvets

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

  • Reflections on Ukraine/Russia conflict and its impact on the globe
  • Inflation outlook
  • Interest rates, GDP & recession outlook
  • Perspectives on equities and gold
  • Re-opening of China, conflict between China/Taiwan

Download the podcast transcript: [Click Here]

 

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Lyn Alden

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

  • Energy outlook
  • Decoupling of unemployment rate vs. federal deficit
  • Reflexive effects of social security trust drawdown
  • Debt and gold
  • Interest expense
  • Fed remittances
  • Increase in banks holding of treasuries
  • Recession outlook & commodities outlook

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.

Robert Friedland

Erik Townsend and Patrick Ceresna welcome Robert 
Friedland to MacroVoices. Erik and Robert discuss:

  • Global energy crisis
  • Impacts on oil prices if Russia withholds oil export
  • Importance of Saudi Arabia’s role
  • Global recession and energy prices
  • Geothermal energy
  • Drilling vs. Spalling
  • Copper – supply and demand

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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