Macro Voices Podcasts

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

Download the podcast transcript: [Click Here]

 

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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

Download the podcast transcript: [Click Here]

 

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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).

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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]

 

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Darius Dale

Erik Townsend and Patrick Ceresna welcome Darius Dale to MacroVoices. Erik and Dale discuss:

  • Is the bear market over?
  • What to expect in first half of 2023 
  • Chronology of stock market moves with impending recession
  • Implications of deglobalized world economy
  • Weaponization of inflation
  • Outlook on commodities and gold

 

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).

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Justin Huhn

Erik Townsend and Patrick Ceresna welcome Justin Huhn to MacroVoices. Erik and Justin discuss:

  • Overall investment argument for nuclear energy
  • Bifurcation of nuclear energy market
  • Available options for investing in nuclear
  • Strategy for investing in miners
  • Invest in the fuel or in the technology?
  • Understanding the nuclear fuel cycle and how to invest in it
  • Investing in conversion and enrichment

 

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).

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Mark Nelson

Erik Townsend and Patrick Ceresna welcome Mark Nelson to MacroVoices. Erik and Mark discuss:

  • History of nuclear power industry
  • Nuclear waste disposal
  • Nuclear weapons proliferation risk
  • How the nuclear decommissioning fund works
  • Potential alternatives to nuclear energy
  • Advanced nuclear
  • Nuclear fuel cycle

Download the podcast transcript: [Click Here]

 

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Jim Bianco

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

  • Latest CPI data
  • Has Inflation peaked?
  • FOMC – Fed raising rates
  • How high will the terminal rate go
  • Outlook on treasury yields and high yield market
  • Current situation in China
  • Recent rally in gold 

 

Download the podcast transcript: [Click Here]

 

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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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