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Kathryn
Dec 28, 2020
I look forward to each episode. thank you for making it available to all of us.
Ed Frizzell
Dec 5, 2020
This is my second review. I wanted to add to my first review by adding, I especially like Eurodollar content.
Jan
Oct 20, 2020
excellent content!
Sep 13, 2020
Aug 24, 2020
Episode | Date |
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MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
01:24:20
MacroVoices Erik Townsend welcomes Forest for the Trees founder Luke Gromen to the show to discuss how the US Dollar has fared in the wake of central bank divestitures and Luke’s outlook for the dollar and other markets in the wake of Silicon Valley Bank’s collapse after the biggest bank run in U.S. history last Thursday. https://bit.ly/3mZTwVT Download Big Picture Trading chartbook 📈📉https://bit.ly/40dDKW0 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Mar 16, 2023 |
MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
01:09:59
MacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopolitical escalation risks to Chinese demand to why precious metals haven’t responded more to geopolitical risk escalation. https://bit.ly/3mzsKDH
Download Big Picture Trading chartbook 📈📉https://bit.ly/3JpptQi ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Mar 09, 2023 |
MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion
01:14:55
MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil would be released from the U.S. SPR months before it happened. They discuss the SPR and Anas’ broader outlook for energy markets in the feature interview. https://bit.ly/3YhqaPX Download Dr. Alhajji's charts: https://bit.ly/3ZB0uz0 Check out Energy Outlook Advisors on Substack: https://anasalhajjieoa.substack.com/ Download Big Picture Trading chartbook 📈📉https://bit.ly/3mkf2Ve ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Mar 02, 2023 |
MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
01:18:30
MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more. Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG
Download Big Picture Trading chartbook 📈📉https://bit.ly/3lUzYSl ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Feb 23, 2023 |
MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked
01:05:20
MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak’s recession call from last summer, which he’s still committed to. They also examine the growth, business and inflation cycles along with ECRI’s leading indicators which are plumbing lows never seen before except during the depths of the 2008 crash.https://bit.ly/3YAp6aT
Download ECRI charts: https://bit.ly/3S2NWO0
Download Big Picture Trading chartbook 📈📉https://bit.ly/3EaZ7yo ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Feb 16, 2023 |
ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy
52:11
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
3rd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT |
Feb 14, 2023 |
ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis
01:08:04
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
2nd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT |
Feb 13, 2023 |
ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces
01:08:42
Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis.
This is a new version of this episode re-written based on listener feedback.
1st of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg
#OOTT |
Feb 12, 2023 |
MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?
01:18:41
MacroVoices Erik Townsend welcomes Eurodollar University founder Jeff Snider to the show to discuss whether the Fed has really achieved the soft landing they’re crediting themselves for, credit markets, Eurodollar curves, recession outlook and more. https://bit.ly/40FI6WS Download Jeff's slidedeck: https://bit.ly/3HQZm2I Check out Eurodollar University: https://www.youtube.com/@eurodollaruniversity Download Big Picture Trading chartbook 📈📉https://bit.ly/3Xlx9a5 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Feb 09, 2023 |
Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis
59:47
Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it will take to solve it. Last of 5 special episodes airing Sundays. Download associated PDF https://bit.ly/3jx8zFm
#OOTT |
Feb 05, 2023 |
MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
01:07:04
MacroVoices Erik Townsend welcomes Honte investments fund manager Alex Gurevich to the show. They discuss this week’s FOMC statement and press briefing, inflation, crude oil, interest rates, equity markets, and precious metals. https://bit.ly/40pDvrx Download Big Picture Trading chartbook 📈📉https://bit.ly/3jvHQJ9 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Feb 02, 2023 |
Energy Doc Episode #4: What’s wrong with Nuclear Energy?
01:04:29
Sneak preview of @ErikSTownsend’s upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it will take to solve it. 4th of 5 special episodes airing Sundays in January. Download associated .PDF https://bit.ly/3JoMzXD
#OOTT |
Jan 29, 2023 |
MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more
01:08:03
MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recession risk, equity market outlook, gold and much more. https://bit.ly/3WL6enD
Download Big Picture Trading chartbook 📈📉https://bit.ly/3JzMktd ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Jan 26, 2023 |
MacroVoices #359 Lyn Alden: 2023 Macro Outlook
01:06:48
MacroVoices Erik Townsend welcomes Lyn Alden to the show. They revisit her crude oil outlook then dive into a slide deck exploring Lyn’s most interesting insights and perspectives for 2023. https://bit.ly/3Hif3Rw Download Lyn's chartbook: https://bit.ly/3QYL0l5 Download Big Picture Trading chartbook 📈📉https://bit.ly/3CZoLWk ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/@Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Jan 19, 2023 |
MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited
01:38:12
MacroVoices Erik Townsend welcomes the founder of the Ivanhoe mining empire, Robert Friedland to the show. They discuss the geopolitical change toward a multi-polar world, the war cycle, the coming energy crisis, deep geothermal energy, and much more. https://bit.ly/3W5oDLG Download Big Picture Trading chartbook 📈📉https://bit.ly/3kaiSiL ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Jan 12, 2023 |
MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half
01:10:46
MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j Download Darius Dale's chartbook: https://bit.ly/3WMxOBL Download Big Picture Trading chartbook 📈📉https://bit.ly/3VPjOGm ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Jan 05, 2023 |
MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
01:47:27
MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn
Download chartbook: https://bit.ly/3Q0FoGk Get a sample issue of Uranium Insider Pro Monthly Newsletter |
Dec 29, 2022 |
MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
02:34:25
In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on to discuss advanced nuclear technologies including small modular nuclear reactors, molten salt cooled reactors and Thorium-fuelled nuclear reactors. https://bit.ly/3Wg3q2J
Kirk Sorensen: Thorium, an alternative nuclear fuel Worlds Nuclear Association Library What Is Nuclear Energy? - Nick Touran The Story of Storage (Mark Nelson Masterclass) - Decouple Podcast Something's Rotten with French Nuclear- Decouple Podcast The Russian Atom feat. Mark Nelson- Decouple Podcast What Went Wrong at Vogtle? feat. Mark Nelson - Decouple Podcast A Hard Landing for Soft Energy - Decouple Podcast On the use and abuse of LCOE - Decouple Podcast Thread on Dutch Waste Facility
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
|
Dec 22, 2022 |
MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
01:20:45
MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll also discuss Jim’s outlook for fixed income, equities, gold, and more. https://bit.ly/3HEMnTf
Download Big Picture Trading chartbook 📈📉https://bit.ly/3uRzsFU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Dec 15, 2022 |
MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions
01:21:44
MacroVoices welcomes Luke Gormen to the show to discuss whether the bear market rally in equities is over, whether inflation has peaked, and how the U.S. Government will fund deficit spending in an era when China and Russia are no longer ready buyers of U.S. debt issuance. https://bit.ly/3FBdjBV
Download Big Picture Trading chartbook 📈📉https://bit.ly/3uTeDKB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Dec 08, 2022 |
MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
01:19:34
MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1
Download Big Picture Trading chartbook 📈📉https://bit.ly/3XRzkn6 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Dec 01, 2022 |
MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical
01:45:08
MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Nov 23, 2022 |
MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
01:36:08
MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR
Download Big Picture Trading chartbook 📈📉http://bit.ly/3Of5Ye4 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/ Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Nov 17, 2022 |
MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
01:51:09
MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT Check out Commodity Context: https://www.commoditycontext.com/ Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Nov 10, 2022 |
MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
01:17:47
One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7
Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Nov 03, 2022 |
MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
01:14:29
Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi Download Ole's charts: https://bit.ly/3DbCxo5 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Oct 27, 2022 |
MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
01:22:03
MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q Download Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Oct 20, 2022 |
MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think
01:28:00
MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FS Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CSUx7M ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Oct 13, 2022 |
MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
01:19:24
MacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4 Download Alex's Charts: https://bit.ly/3fPgCLB Download Big Picture Trading chartbook 📈📉 https://bit.ly/3EnRLZj ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Oct 06, 2022 |
MacroVoices #343 Jeff Snider: Why the Dollar Remains King
01:27:36
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxY Download Jeff’s slide deck: https://bit.ly/3SK5myg Download Big Picture Trading chartbook 📈📉 https://bit.ly/3dWjtSf ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Sep 29, 2022 |
MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
01:42:28
In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
|
Sep 22, 2022 |
MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
01:18:02
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. https://bit.ly/3QO1Ml9
Download Big Picture Trading chartbook 📈📉https://bit.ly/3BhRi81 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Sep 15, 2022 |
MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!
01:23:26
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU
Download Big Picture Trading chartbook 📈📉https://bit.ly/3x9ZjuB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Sep 08, 2022 |
MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended
55:09
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe Download ECRI charts: https://bit.ly/3RdHC5a
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Sep 01, 2022 |
MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar
01:04:06
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR Download Brent's charts: https://bit.ly/3TsiU2C Download Big Picture Trading chartbook 📈📉https://bit.ly/3Tgb0ci ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Aug 25, 2022 |
MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
01:11:25
MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV
Download Leigh's charts: https://bit.ly/3dGIUXy Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6
Download Big Picture Trading chartbook 📈📉https://bit.ly/3dtOHPZ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Aug 18, 2022 |
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
01:25:33
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9
Download Charlie's slides: https://bit.ly/3BZze4t Download Big Picture Trading chartbook 📈📉https://bit.ly/3SJLw73 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials |
Aug 11, 2022 |
MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession
01:20:38
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv
Download David's charts: https://bit.ly/3OYUhqS Check out David's newsletter Haymaker David's audio book - Bubble 3.0 (get 33% off with code MacroV33)
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Aug 04, 2022 |
MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
01:43:12
MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc
Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA
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Jul 28, 2022 |
MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
01:40:22
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp Download Harley’s slidedeck 📈📉 https://bit.ly/3aYGHpq Download Big Picture Trading chartbook 📈📉https://bit.ly/3Oq3FDw ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Jul 21, 2022 |
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
01:25:57
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM
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Jul 14, 2022 |
MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
01:29:58
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI Download Jeff's Charts 📈📉 https://bit.ly/3c1vHrD Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NQoN5u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Jul 07, 2022 |
MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
01:30:48
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he says there’s plenty of room for both markets and the economy to get worse before they get better. https://bit.ly/3OBv9qy
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Jun 30, 2022 |
MacroVoices #329 Darius Dale: A Recession Is The Bull Case
01:31:18
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc Download 42 Macro charts here 👉 https://bit.ly/3buzrBG Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ydQIHY ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J |
Jun 23, 2022 |
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
01:32:57
MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc
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Jun 16, 2022 |
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
01:27:46
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH
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Jun 09, 2022 |
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
01:14:25
MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that subject on this week’s gold-focused show. https://bit.ly/3tc23FN
In Gold We Trust Report 2022 - Compact Version Big Picture Trading Chart Book June 2 2022
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Jun 02, 2022 |
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
01:18:21
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM Download Variant Perception Leading Indicator Watch 📑 https://bit.ly/3GCRd17
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May 26, 2022 |
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
01:29:52
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI Join Free LIVE webinar this Sunday May 22nd at 11am ET: https://bit.ly/3FYN4nL Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Nm7wkQ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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May 19, 2022 |
MacroVoices #323 David Rosenberg: The Fed Put Has Expired
01:26:37
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by his perma-bull peers. Seems he was onto something, and he joins us again to give us an update. https://bit.ly/3svCtLo
Rosenberg Research 30-Day Free Trial: https://bit.ly/3L3yWKM Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3wqdo5D ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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May 12, 2022 |
MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
01:48:48
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a deep dive on the future of decentralized finance. https://bit.ly/3Firk5K
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May 05, 2022 |
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
01:26:01
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF Download Ole's charts 📈📉https://bit.ly/37LYFtN Download Big Picture Trading Chartbook 📈📉 https://bit.ly/39pax5j ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Apr 28, 2022 |
MacroVoices #320 Mike Green: Investment Strategies for World War III
01:11:43
MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3
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Apr 21, 2022 |
MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
01:29:45
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run.
Link: https://bit.ly/3vhQU6o |
Apr 14, 2022 |
MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
01:16:01
MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ
Blain's Morning Porridge 📄: https://morningporridge.com/ Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ujHZlN ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Apr 07, 2022 |
MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
01:18:29
MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more. Download a sample issue of Note at the Margin https://bit.ly/3IYA3KJ Visit Dakota Gold: https://dakotagoldcorp.com/ Follow on Dakota Gold on Twitter: https://bit.ly/3Nw2kvA And on LinkedIn: https://bit.ly/3NFakdZ Link: https://bit.ly/3DH9Gbn |
Mar 31, 2022 |
MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
01:08:48
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg
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Mar 24, 2022 |
MacroVoices #315 Joseph Wang: Post-FOMC Rundown
01:05:02
MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency.
Link: https://bit.ly/3wiuUdM Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3MVD3uJ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J |
Mar 17, 2022 |
MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical
01:16:11
MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead. Download ECRI charts: https://bit.ly/3J6fcGm Download Postgame charts: https://bit.ly/3tGbdJO Link: https://bit.ly/3I06msk |
Mar 10, 2022 |
MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started
01:19:29
MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted. WWIII Has Already Started - By Dr. Pippa Malmgren: https://bit.ly/3pCtJSa Link: https://bit.ly/3sEO1MZ |
Mar 03, 2022 |
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
01:18:08
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets. Link: https://bit.ly/3LZ2TgU |
Feb 25, 2022 |
MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?
01:25:47
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflation to bond yields to the equity market outlook, and even touches on what the decentralized finance revolution might mean to fixed income markets in years to come. Link: https://bit.ly/3rXnzxL |
Feb 17, 2022 |
MacroVoices #310 Alex Gurevich: The Trades of March 2020
01:15:34
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss inflation, the U.S. Dollar, bond yields and stock prices in the face of central bank tightening, before discussing his new book -The Trades of March 2020: A Shield Against Uncertainty. Link: https://bit.ly/3gF6Qc4 |
Feb 10, 2022 |
MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?
01:13:31
MacroVoices Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to the show. They discuss everything from inflation to sustainability of Uber and Airbnb’s business model. Then be sure to stay for the postgame segment to get an update on bond markets from Patrick. Link: https://bit.ly/3GrVW3U |
Feb 03, 2022 |
MacroVoices#308 Ronald Stoeferle: Precious Metals Update
01:19:30
MacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on with the Fed and this past week's equity market volatility, before moving on to precious metals update. Link: https://bit.ly/3II4Lbo |
Jan 27, 2022 |
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
01:21:23
MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe. *Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows* Link: https://bit.ly/3KsAZZQ |
Jan 20, 2022 |
MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation
01:33:19
MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality. Link: https://bit.ly/3I3UmX3 |
Jan 13, 2022 |
MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More
01:20:40
MacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of the new year. They discuss what lays ahead as we discover whether inflation is set to be secular or transitory & much more.
Link: https://bit.ly/3zzzLGU |
Jan 06, 2022 |
MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
56:14
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022. Link: https://bit.ly/3HiOB7m |
Dec 30, 2021 |
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
01:05:03
MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more. Link: https://bit.ly/3mqvHna |
Dec 23, 2021 |
MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets
58:26
MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more. Link: https://bit.ly/3DWVGbX |
Dec 16, 2021 |
MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This
01:21:26
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week. Link: https://bit.ly/3rSuKYb |
Dec 09, 2021 |
MacroVoices #300 David Rosenberg: Last Disinflationist Standing
01:00:33
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more. Breakfast with Dave: https://bit.ly/3ElgkTU Link: https://bit.ly/3ElHOZx |
Dec 02, 2021 |
MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
01:12:35
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s podcast. Link: https://bit.ly/3nN7rfZ |
Nov 24, 2021 |
MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell
01:23:48
MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years. Link: https://bit.ly/30JPTZF
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Nov 18, 2021 |
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
01:16:08
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead.
Link: https://bit.ly/3H8BcQh |
Nov 11, 2021 |
MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency
01:16:25
MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control. Link: https://bit.ly/2ZQuCww |
Nov 04, 2021 |
MacroVoices #295 David Hay: The Case for Greenflation
01:04:12
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields. Link: https://bit.ly/3CryxOG |
Oct 28, 2021 |
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
01:04:13
MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more. Link: https://bit.ly/3AYPIWh |
Oct 21, 2021 |
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
01:14:49
MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more. Link: https://bit.ly/3p50wjA |
Oct 14, 2021 |
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
01:10:43
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed. Link: https://bit.ly/3DlRqTn |
Oct 07, 2021 |
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
01:09:30
MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more. Link: https://bit.ly/3onjHEU |
Sep 30, 2021 |
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
55:44
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies.
Link: https://bit.ly/3kDuN6t |
Sep 23, 2021 |
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
01:16:35
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more. Link: https://bit.ly/3AjypQq |
Sep 16, 2021 |
MacroVoices #288 Paul Krake: Mega themes for 2020s
01:07:51
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment. Link: https://bit.ly/3yZmuWz |
Sep 09, 2021 |
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
01:17:45
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy. Link: https://bit.ly/3yJd8hg |
Sep 02, 2021 |
MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
01:12:18
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution.
Link: https://bit.ly/2UpC53g |
Aug 26, 2021 |
MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
01:24:02
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution.
Link: https://bit.ly/3gd5yoN |
Aug 19, 2021 |
MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
01:29:33
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion. Link: https://bit.ly/37DMICM
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Aug 12, 2021 |
MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing
01:21:29
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back. Link: https://bit.ly/37kB4fL |
Aug 04, 2021 |
MacroVoices #282 Bill Blain: Consequences of Secular Inflation
01:09:40
MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more. Link: https://bit.ly/3fax7hW |
Jul 29, 2021 |
MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
01:05:10
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months. Link: https://bit.ly/3eI2nok |
Jul 22, 2021 |
MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
01:14:13
MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more. Link: https://bit.ly/3xKio4I |
Jul 15, 2021 |
MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum
01:14:18
MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event.
Link: https://bit.ly/3wrQOYo |
Jul 08, 2021 |
MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency
01:11:11
MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital currency revolution in detail. Link: https://bit.ly/3AmXGJJ |
Jul 01, 2021 |
MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More
01:13:04
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. They also explore Daniel’s thoughts on both cryptocurrency and sovereign digital currency, and much more. Link: https://bit.ly/3vUHrAr |
Jun 24, 2021 |
MacroVoices #276 Philip Verleger: Energy Economics and Inflation
01:15:59
MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation. Link: https://bit.ly/3vApK91 |
Jun 17, 2021 |
MacroVoices #275 Steve Keen: Inflation Will Not Run Away
58:57
MacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway inflation feared by many people, nor will it be the hyperinflation some folks fear. Link: https://bit.ly/2Tkfrby |
Jun 10, 2021 |
MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors
01:22:33
MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing company, off the listed exchange, and at a discount to the price everyone else is paying for the same shares on the open market. They also discuss private placements and financings in gold mining stocks as well as other speculative natural resource investments such as uranium and even carbon credits. Link: https://bit.ly/3cfJUyh |
Jun 03, 2021 |
MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up
01:15:39
MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, and much more. Link: https://bit.ly/3hZZMbY |
May 27, 2021 |
MacroVoices #272 David Rosenberg: Inflation Will Be Transitory
01:20:06
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative. Free 30-Day Trial to Rosenberg Research: https://bit.ly/3f2n9zI Link: https://bit.ly/3wmukbQ |
May 20, 2021 |
MacroVoices #271 Harley Bassman: Hedging a High Interest Future
01:05:01
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it's so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it. Then be sure to stay tuned for our postgame segment after the feature interview, when Patrick and Erik discuss Tesla, cryptocurrencies, and much more. Link: https://bit.ly/3eK4dp0
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May 13, 2021 |
MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?
01:05:17
MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets. Link: https://bit.ly/3xUCNEq |
May 06, 2021 |
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
01:28:49
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes. Link: https://bit.ly/3gMRIuj |
Apr 29, 2021 |
MacroVoices #268 Art Berman: Crude Oil Update
01:13:57
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss this and so much more. Link: https://bit.ly/3vfRvUm |
Apr 22, 2021 |
MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation
01:17:35
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts. Link: https://bit.ly/3mPOTtz |
Apr 15, 2021 |
MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500
01:08:08
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be headed next. Link: https://bit.ly/3t26fpv |
Apr 08, 2021 |
MacroVoices #265 Steven Van Metre: The Last Deflationist Standing
01:14:04
MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance. Link: https://bit.ly/39y2KPI |
Apr 01, 2021 |
MacroVoices #264 Robert Friedland: Investing in the Green Revolution
01:25:39
MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative green revolution, and where the best opportunities can be found for investors. So if you missed the 2-part interview on Smarter Markets, we suggest you listen to that first. Link: https://bit.ly/3clF9U5 |
Mar 25, 2021 |
Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies
01:05:43
Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abaxx founders Josh Crumb and Joe Raia lay out the whole story of what Abaxx intends to do, from a new commodity exchange in Singapore to embracing blockchain technology to redesign how futures markets work, to a new suite of self-sovereign identity tools for finance that could revolutionize the way the industry does business. |
Mar 19, 2021 |
MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
01:09:24
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting. Link: https://bit.ly/3tw53uj |
Mar 18, 2021 |
MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
01:21:02
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy. |
Mar 11, 2021 |
MacroVoices #261 Ole Hansen: Commodities Are Back!
01:20:27
MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more. Link: https://bit.ly/38a84bx |
Mar 05, 2021 |
MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance
01:28:25
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin. Link: https://bit.ly/3uGHujZ |
Feb 25, 2021 |
MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come
01:19:00
MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.
Link: https://bit.ly/3quIOUm |
Feb 18, 2021 |
MacroVoices #258 Julian Brigden: As Good As It Gets?
01:29:36
MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes. Link: https://bit.ly/3rHZfgk |
Feb 11, 2021 |
MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?
01:29:38
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID pandemic, and the lunacy that is Wall Street Bets. Link: https://bit.ly/3rhbSP8 |
Feb 04, 2021 |
MacroVoices #256 Russell Napier: Prepare for Secular Inflation
01:16:28
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to the economic outlook generally & much more. Link: https://bit.ly/36ohb7p |
Jan 28, 2021 |
MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency
01:29:06
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution generally, Bitcoin and where it’s headed. Link: https://bit.ly/39Rrv94 |
Jan 21, 2021 |
MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices
01:29:29
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the upside or just a dead cat bounce, where the dollar is headed and what that will mean for the markets & more. Link: https://bit.ly/38Jw2Li |
Jan 14, 2021 |
MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021
01:32:29
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week’s OPEC+ meeting, and much more. Link: https://bit.ly/3ooBVDb |
Jan 07, 2021 |
MacroVoices #252 Holiday Special Part 2
01:12:32
MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and fiat debasement, and then talk through a long list of hedging trades against each of those risks, ranging from precious metals to bitcoin to farmland to base metals and crude oil. Link: https://bit.ly/3rAWVZf |
Dec 31, 2020 |
MacroVoices #251 Holiday Special Part 1
01:11:32
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about fiat currency debasement and inflation, commodities and different ways to hedge, crypto currencies and more. Link: https://bit.ly/3pnrakj |
Dec 24, 2020 |
MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore
01:31:42
MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden’s presidency will affect oil prices, and why Singapore will be the big winner as Hong Kong loses its independence from China and more. Link: https://bit.ly/38cpoM1 |
Dec 18, 2020 |
MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network
01:25:56
MacroVoices Erik Townsend and Patrick Ceresna welcome back Dr. Pippa Malmgren to the show for an update on what she sees next for Donald Trump assuming his attempts to overturn the election results are unsuccessful. Link: https://bit.ly/2Lmh6cJ |
Dec 10, 2020 |
MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing
01:37:17
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or not this week’s move invalidates his prior views. Link: https://bit.ly/2VwzilU |
Dec 03, 2020 |
Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced
01:14:34
Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact.. Robert goes on to share his vision for how a distributed ledger (blockchain) could be used to hold commodity producers to account and assure buyers of commodities that they've received the full and true details of how those commodities were produced. |
Nov 28, 2020 |
Erik's Interview on Market Huddle re: Abaxx Technologies Investment
48:06
Erik lays out the reasons he invested in Abaxx Technologies, what the company is about, and how investors can get involved when ABXX stock starts trading publicly on December 15th.
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Nov 27, 2020 |
MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation
01:13:07
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss everything from what’s holding up the stock market to whether bond yields have bottomed to the inflation outlook. Link: https://bit.ly/2UZqqFb |
Nov 25, 2020 |
MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More
01:16:46
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss what’s holding the stock market up as the vaccine news is offset by a marked increase in cases and deaths, bond yields, inflation, and much more. Link: https://bit.ly/3pUMwa6 |
Nov 19, 2020 |
MacroVoices #245 Lakshman Achuthan: Brace For Inflation
01:25:06
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets. Link: https://bit.ly/35o7h5A |
Nov 12, 2020 |
MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market
01:52:24
MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull market in precious metals to why some of the best mining companies are only listed on Canadian exchanges to how to allocate a precious metals portfolio to benefit from all these trends. Link: https://bit.ly/3p4lsV8 |
Nov 06, 2020 |
Spotlight #5 The Democratization of Alternative Investments – Art & Farmland
43:47
Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investors. Hear insights from the CEOs -Artem Milinchuk of FarmTogether.com and Scott Lynn of Masterworks.io- behind this new trend, where it’s headed, and how to invest in both fine art and farmland without breaking the bank. Link: https://bit.ly/3jIBUqu |
Oct 30, 2020 |
MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming
01:32:08
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the horizon and they think a new secular bull market in commodities is on deck. Link: https://bit.ly/37TkIfG |
Oct 29, 2020 |
MacroVoices #242 Stephanie Kelton on Modern Monetary Theory
01:30:37
MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less government spending using the power of central banks to conjure new money supply out of thin air to finance government spending, without necessarily raising taxes or borrowing from foreigners. Link: https://bit.ly/31x0ZhV |
Oct 22, 2020 |
MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special
01:28:36
MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry, how Uranium market works and the investment opportunities in the Uranium market & more. Link: https://bit.ly/3k5i35H |
Oct 15, 2020 |
MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook
01:25:28
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Dr. Pippa Malmgren to the show to discuss everything from the outlook for markets in various election scenarios to the risk of an increase in civil unrest after the election to Pippa’s prediction that President Trump will aspire to create his own television news empire after leaving the White House, regardless of whether that happens in 2021 or after four more years as President. Link: https://bit.ly/34FHJPQ |
Oct 08, 2020 |
MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand
01:20:34
MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sensitivity to changes in comparative inventory and an update on Art’s previous prediction on U.S. production of oil.
Link: https://bit.ly/3d0eYBr
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Oct 01, 2020 |
MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more
01:29:16
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim Bianco from Bianco Research joins in the postgame segment to talk about the upcoming US Presidential Election. Link: https://bit.ly/3hR0qoo |
Sep 23, 2020 |
MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more
01:10:51
MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more. Link: https://bit.ly/3mvrQU9 |
Sep 17, 2020 |
MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more
01:19:47
MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more. Link: https://bit.ly/33kfmWC |
Sep 10, 2020 |
MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive
01:37:20
MacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has predicted for years, the stock market, the U.S. fiscal situation, gold and much more. Link: https://bit.ly/3jMGHr4 |
Sep 03, 2020 |
MacroVoices #234 Brent Johnson: The Dollar is Not Dead
01:19:04
MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the dollar bears are declaring victory prematurely. They also discuss stocks, gold, and much more. Link: https://bit.ly/2YFAfu2 |
Aug 27, 2020 |
MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?
01:23:25
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss everything from the stock market, to the U.S. dollar, to gold & much more. Link: https://bit.ly/2CJ3Hrc |
Aug 20, 2020 |
MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio
01:00:31
MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn’t happened, and if the U.S. dollar is facing the beginning of its demise and more. Link: https://bit.ly/3iDyBAz |
Aug 13, 2020 |
MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold
01:36:25
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss everything from if Jim has indeed turned bullish, coronavirus update, fixed income markets, what’s next for US dollar & much more. Link: https://bit.ly/3krJ8Rp |
Aug 06, 2020 |
MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider
52:57
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the U.S. Dollar system, structurally how it works and why it’s leading systemically to a dollar shortage. Link: https://bit.ly/3geQLIg |
Jul 30, 2020 |
MacroVoices #229 Summer Special: Grant Williams Unplugged
01:23:15
MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will continue, comparison between this recession to the past recessions, outlook on gold, US/China relations and more.
Link: https://bit.ly/2CV3H7j |
Jul 23, 2020 |
MacroVoices #228 Lyn Alden: The Road to Inflation
01:12:11
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss the recession, equity markets, bond yields, gold, inflation, and much more. Link: https://bit.ly/3jfl2bY |
Jul 16, 2020 |
Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing
38:50
FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it’s been the favored trade of billionaires and how FarmTogether is making this asset class available to all accredited investors. Link: https://bit.ly/2W8czNL |
Jul 10, 2020 |
MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!
01:18:22
MacroVoices Erik Townsend and Patrick Ceresna welcome Hugh Hendry to the show to discuss everything from Caribbean real estate to his come-back in the world of macro & more Link: https://bit.ly/38HpSJR |
Jul 09, 2020 |
MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market
01:27:49
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, when Harley Bassman, inventor of the MOVE Index, returns to talk options with Patrick. Link: https://bit.ly/2ZvC5gF |
Jul 02, 2020 |
MacroVoices #225 Harley Bassman: The long slow road to inflation
01:22:39
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift from deflation to inflation, and what it means for fixed income markets & more. Link: https://bit.ly/2CIZ4x5 |
Jun 25, 2020 |
All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year
23:44
All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets. Link: https://bit.ly/2BxlOPQ |
Jun 22, 2020 |
MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up
01:32:37
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. production dynamics to the price forecast and more. Link: https://bit.ly/2zIZPoG |
Jun 18, 2020 |
All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong
17:36
All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest |
Jun 15, 2020 |
MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind
01:21:16
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming transition to secular inflation, precious metals, and much more. Link: https://bit.ly/37qPgD5 |
Jun 11, 2020 |
All-Stars #108 Luke Gromen: Central Banks on Steroids
17:35
All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets. Link: https://bit.ly/3h65Jkt |
Jun 08, 2020 |
MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook
01:31:09
MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of the COVID19 pandemic, the coming secular shift from deflation to inflation, and much more. Link: https://bit.ly/30aOgSc |
Jun 04, 2020 |
All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?
25:45
All-Star Jeff Snider is back to talk about how the most aggressive monetary program in the Fed's history hasn't moved the needle one bit and how Jay Powell took his show on the road to 60 Minutes and lied repeatedly.
Link: https://bit.ly/2U0kgo3
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Jun 01, 2020 |
MacroVoices #221 Ronald Stöferle: In Gold We Trust
01:20:28
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stöferle to the show to discuss all things gold, including both the metals and the mining stocks & more. Link: https://bit.ly/2XCfA92 |
May 28, 2020 |
All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations
28:23
All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward Link: https://bit.ly/2ZG1QwC |
May 26, 2020 |
MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold
01:38:15
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more. Link: https://bit.ly/2ZsMf3g |
May 21, 2020 |
Spotlight #3 Scott Lynn: Securitized Investment in Fine Art
27:23
Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io Link: https://bit.ly/2LBhXmM |
May 18, 2020 |
All-Stars #105 Juliette Declercq: Post-crisis economic recovery
17:49
All-Star Juliette Declercq returns to discuss views on deflation vs. inflation, if MMT is what makes the difference between depression and reflation and post-crisis equity outlook. Link: https://bit.ly/2AFOUwd |
May 18, 2020 |
MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery
01:25:36
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. Link: https://bit.ly/3fIMBIG |
May 14, 2020 |
All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update
12:59
All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath. Link: https://bit.ly/2SW5aPP |
May 11, 2020 |
MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus
01:38:15
MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next. Link: https://bit.ly/2Wce4dY |
May 07, 2020 |
MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation
01:46:21
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Lacy Hunt to the show to discuss his core thesis on interest rates and inflation, how to interpret FED policy on inflation and perspectives on the FED bailing out the high yield market Link: https://bit.ly/2xrUpgO |
Apr 30, 2020 |
All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)
25:53
All-Star Jeff Snider is back! Jay Powell has added $1.5 trillion in bank reserves in just eight weeks, so where's all the money? It's conspicuously missing from all the places it should be showing up. |
Apr 29, 2020 |
Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco
51:03
The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market! Link: https://bit.ly/2zuF2ok |
Apr 27, 2020 |
MacroVoices #216 David Rosenberg: Stagflation is coming but not yet
01:33:17
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more. Link: https://bit.ly/2S4WOoF |
Apr 23, 2020 |
All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality
24:10
All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis. Link: https://bit.ly/3cChnRl |
Apr 20, 2020 |
MacroVoices #215 Chris Cole: Dragon portfolio revisited in the eye of the storm
01:23:44
MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole to the show to give us a recap on what dragon portfolio is, how it has performed in the COVID-19 crisis and what implications a dragon portfolio can face in secular inflation & more. Link: https://bit.ly/3et5EWP |
Apr 16, 2020 |
All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19
15:31
All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market Link: https://bit.ly/2Xx20VL |
Apr 13, 2020 |
MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis
01:46:27
MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more. Link: https://bit.ly/3c7Doaa |
Apr 09, 2020 |
Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.
01:10:02
CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works. Link: https://bit.ly/3dYyCO2 |
Apr 08, 2020 |
All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis
45:18
All-Star Dr. Pippa Malmgren returns to share her insights on whether the virus or the government ‘cure’ will be worse, and what lies ahead for the U.S. economy Link: https://bit.ly/2JO2FKE |
Apr 07, 2020 |
Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens
01:17:32
Petroleum Geologist Art Berman and Prof. Nate Hagens join Erik Townsend for an oil market special. We start with the current OPEC+ deal breakdown and outlook then move on to the long-term picture. Link: https://bit.ly/34gkbkc |
Apr 06, 2020 |
MacroVoices #213 Josh Crumb: Deciphering the Gold market
01:28:20
MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more. Link: https://bit.ly/2R6iGj0 |
Apr 02, 2020 |
All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!
14:58
All-Star Louis-Vincent Gave returns to explain why the markets are currently enthralled in not just one but three simultaneous crises. Link: https://bit.ly/3avksSv |
Mar 30, 2020 |
MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history
01:25:30
MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis. Link: https://bit.ly/3akVx3S |
Mar 26, 2020 |
Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate
47:53
Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcast Link: https://bit.ly/2UdwF8I |
Mar 24, 2020 |
All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt
30:26
All-star Luke Gromen says the only way for stocks to trade is down unless the Fed buys an unlimited amount of debt. P.S. both of those things are happening as we release this episode! Link: https://bit.ly/2QHpAuR |
Mar 23, 2020 |
MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?
01:35:08
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more. Then Kevin Muir joins in the postgame to talk about the imploding risk parity. Link: https://bit.ly/2wdj5ZW |
Mar 19, 2020 |
Hot Topic #10 COVID19 Update: Imperial College report makes waves
01:02:12
Once again, host Erik Townsend gives a detailed update on the evolving #COVID19 crisis in this full-length special report. Link: http://bit.ly/2vB07fo |
Mar 18, 2020 |
All-Stars #97 Jeff Snider: The QE Market Meltdown - Currency Inelasticity
39:39
All-Star Jeff Snider says the Fed keeps using a bigger bazooka but no one seems to care and the global dollar shortage takes on 2008 proportions. Link: http://bit.ly/3b3PBfN |
Mar 16, 2020 |
Hot Topic #9 Lenore Hawkins: Boots on the ground from the Red Zone (COVID-19 Lockdown in Italy)
42:35
Reporting live from Ground Zero in Northern Italy, Lenore Hawkins joins Erik Townsend with a situation report on life in Italy before and after the COVID-19 crisis struck the region. Link: http://bit.ly/38RyBrp |
Mar 15, 2020 |
Hot Topic #8 Tracy Shuchart: COVID19, OPEC+ & Crude - What comes next?
38:41
Energy Week co-star Tracy Shuchart joins Erik to reflect on what the COVID19 crisis and the OPEC+ falling out with Russia will mean for energy markets, including impact on U.S. Shale. Link: http://bit.ly/2xB1tr8 |
Mar 13, 2020 |
Hot Topic #7 COVID-19 Update: USA and all of Europe will look like Italy within one month!
53:07
Host Erik Townsend gives his most bearish and dire outlook yet for the COVID19 crisis, predicting the United States and all of Europe will soon experience what Italy is now experiencing. Link: http://bit.ly/2Q9ZRLk |
Mar 12, 2020 |
MacroVoices #210 Axel Merk: Market outlook for the coming Coronavirus crisis
01:26:02
MacroVoices Erik Townsend and Patrick Ceresna welcome Axel Merk to the show to discuss how COVID-19 is driving bonds to new all-time highs, perspectives on possible bail-out for shale oil producers and outlook on gold & more. Link: http://bit.ly/38DZlLT |
Mar 11, 2020 |
All-Stars #96 Juliette Declercq: How to trade the COVID19 Crisis
29:46
All-star Juliette Declercq is back for an update on the COVID19 Crisis and how to trade it. Bonus: Subscriber report download Link: http://bit.ly/2VWZI1B |
Mar 09, 2020 |
MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19
01:36:03
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss how COVID-19 has affected the market direction change, if inflation will return in the near future and its systemic risks and more. Link: http://bit.ly/2Iocuy6 |
Mar 06, 2020 |
All-Stars #95 Brent Johnson: Dollar Milkshake still in play
20:36
All-Star Brent Johnson returns for an update on the USD, bond yields, and a detailed update on gold. Link: http://bit.ly/2PLuoPq |
Mar 04, 2020 |
Hot Topic #6: COVID-19 Pandemic Update
01:16:23
This week we’re re-broadcasting our Jan. 30th interview with Dr. Chris Martenson which proved incredibly prescient. Erik Townsend then offers an update on what’s changed since that interview. Link: http://bit.ly/2TtNbje |
Mar 02, 2020 |
MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets
01:30:31
MacroVoices Erik Townsend and Patrick Ceresna welcome Francesco Filia to the show. They discuss why the US treasury bond is no longer a good investment and its systemic implications, the upcoming daily liquidity crisis and what it means for the market and perspectives on economic impacts of COVID-19 Link: http://bit.ly/3ceaoP5 |
Feb 28, 2020 |
All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!
29:00
All-Star Jeff Snider is back! Jeff says there were clear signs of economic slowdown before the Coronavirus story even came out. Link: http://bit.ly/2vlLTyP |
Feb 26, 2020 |
Hot Topic #5: COVID Super-Spreader Stealth Pandemic?
01:24:35
We’ve assembled the #COVID thought leaders of Financial Twitter; Jim Bianco, Mike "Mish" Shedlock, Dr. Ben Hunt & Dr. Chris Martenson for an in-depth panel discussion as #COVID19 escalates toward global pandemic status. Link: http://bit.ly/3a2O1dy
|
Feb 24, 2020 |
MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper
01:28:11
MacroVoices Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to the show. They discuss some of the knock-on implications of the US Treasury bond, why treasury and investment grade bond demand flows will remain solid and the US treasury demand impact of Dodd Frank and more. Link: http://bit.ly/38JCGik |
Feb 20, 2020 |
MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times
01:37:16
MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole to the show to discuss his latest article "The Allegory of the Hawk and Serpent", the law of cosmic duality in investing, and the role of long-vol and commodity trends following have in dragon portfolio & more. Then Emil Kalinowski joins in postgame. Link: http://bit.ly/2tVwTXD |
Feb 13, 2020 |
All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation
22:38
FFTT founder Luke Gromen is back to talk about the conclusions we can draw from the U.S. government charging JP Morgan with criminal gold price manipulation Link: http://bit.ly/2SCKwmQ |
Feb 10, 2020 |
MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?
01:36:41
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. They discuss the 2020 demand growth, how oversold is the price of oil and what effect the over-reaction to Coronavirus has on world oil demand. Then Kevin Muir joins postgame segment to discuss Tesla's parabolic rise and blow-off top. Link: http://bit.ly/2ugJpRV |
Feb 07, 2020 |
All-Stars #92 Jeff Snider: Did anything really get “better” last September?
23:38
All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since September Link: http://bit.ly/2Sg4W54 |
Feb 04, 2020 |
All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook
25:11
All-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reaction to Kyle Bass’ allegations about China mining American genetic data, and an update on the U.S. election outlook Link: http://bit.ly/2Se7rEP |
Feb 03, 2020 |
MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity
01:39:55
MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris Martenson Link: http://bit.ly/2u7AkKO |
Jan 30, 2020 |
All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4
16:50
All-Star Juliette Declercq is back with the 2020 outlook. Juliette remains cautiously bullish, but perhaps not quite as bullish as she was in late 2019 Link: http://bit.ly/30Y3W9G |
Jan 28, 2020 |
MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2
20:38
New updated version re-recorded 1/28/20 to reflect new information and correct errors in first version. WE RECOMMEND YOU LISTEN AGAIN #2019nCoV #Wuhan #Coronavirus Host Erik Townsend weighs in with a summary of what he’s learned thus far about 2019-nCoV, the Wuhan Coronavirus, and his analysis of what it will mean to financial markets.
Link: http://bit.ly/38ETuX2 |
Jan 27, 2020 |
MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.
01:27:01
Erik Townsend and Patrick Ceresna welcome Russell Napier to MacroVoices. They discuss why we should expect a credit crisis, what will come out of MMT & helicopter money, and how to prepare for runaway inflation and more. Link: http://bit.ly/2tOWNfJ |
Jan 23, 2020 |
All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020
15:32
All-Star Louis-Vincent Gave explains the five macro pillars that have driven the stock market to record highs, then explains why all five will come under pressure in 2020 |
Jan 20, 2020 |
MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.
01:26:57
Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss the recent civil unrest and global social degradation, if Tesla will follow the collapse of WeWork, and how to react to the recent rise in price of gold. Link: http://bit.ly/2TGMp4n |
Jan 16, 2020 |
All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models
29:57
All-Star Jeff Snider says the Fed is behind the 8 ball. Jeff says the ailing global Eurodollar system is the real reason the economy underperforms against its potential. Link: http://bit.ly/2Nn3e0e |
Jan 13, 2020 |
MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market
01:33:34
Erik Townsend and Patrick Ceresna welcome Marin Katusa to MacroVoices. They discuss the outlook on gold, updates on previous investments, how private placements work and what to expect at the upcoming VRIC and more. Link: http://bit.ly/2Tazd7i |
Jan 09, 2020 |
All-Stars #87 Brent Johnson: USD, Stocks, Gold & More
15:13
All-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price levels. Link: http://bit.ly/2Fn94tW |
Jan 06, 2020 |
MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications
01:20:20
Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future. Link: http://bit.ly/2QFZXKi |
Dec 31, 2019 |
All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us
23:06
All-Star Luke Gromen says the repo crisis was the Fed’s “Whatever it takes moment”, and balance sheet expansion is the name of the game for the foreseeable future |
Dec 25, 2019 |
MacroVoices #199 Art Berman: Crude Oil Special
01:19:08
Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more.
Link: http://bit.ly/35SOKfI |
Dec 24, 2019 |
All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook
19:37
All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system Link: http://bit.ly/2Mn3DPr |
Dec 23, 2019 |
MacroVoices #198 Jim Bianco: Deep dive into fixed income
01:25:40
Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. They discuss Jim’s views on Zoltan Pozsar’s theory of repo dislocation, if QE4 is imminent in the near future and what’s on the horizon for the bond market and the fixed income market & more Link: http://bit.ly/2tvZOAY |
Dec 20, 2019 |
All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high
18:07
All-Star Louis-Vincent Gave returns for an update on the S&P Christmas Rally, why Apple has outperformed despite the trade war, & Much more! Link: http://bit.ly/35sZUri |
Dec 16, 2019 |
MacroVoices #197 Juliette Declercq: Inflations is not in the cards
01:26:26
MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show where Juliette decodes the FOMC statement & macro outlook, and translate that view into actionable trading strategies. Then Jeff Snider joins in the postgame to talk Repo. Link: http://bit.ly/2Pedb1c |
Dec 12, 2019 |
All-Stars #83 Jeff Snider: Objective analysis of global USD liquidity yields a different story than financial media are telling
26:52
All-Star Jeff Snider is back with an update on global U.S. Dollar liquidity and what it means for the global economy and markets. Link: http://bit.ly/2PusQYZ |
Dec 09, 2019 |
MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end
01:36:45
Erik Townsend and Patrick Ceresna welcome Mark Gordon to MacroVoices. They discuss why inventory is not what drives the price, the regime change from the age of peak oil to the age of oil abundance and possible impacts the recession will have on oil prices and more. |
Dec 06, 2019 |
All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation
19:36
All-star Dr.Pippa Malmgren is back with an update on the rule of Law and the Hong Kong protests, plus why Pippa remains bullish on innovation and global growth Link: http://bit.ly/2OLPvAZ |
Dec 04, 2019 |
All-Stars #81 Brent Johnson: USD, S&P, China, Canada & Gold
14:11
All-Star Brent Johnson is back with an update on the US Dollar, stocks, China, Canadian interest rates, Gold & More! Link: http://bit.ly/34HG9fd |
Dec 02, 2019 |
MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update
01:14:20
Erik Townsend and Patrick Ceresna welcome Jeffrey Christian to MacroVoices. They discuss the uptrend of electric vehicles, what is going to be the mode of power in the future and how it will be delivered, and how replacing petroleum may impact geopolitics. Link: http://bit.ly/2OOtrEB |
Nov 27, 2019 |
All-Stars #80 Prof. Steve Keen: QE by any other name is still QE!
19:31
All-Star Prof. Steve Keen is back, and he says the Fed can call it whatever they want, but what they’re doing is still Quantitative Easing. Link: http://bit.ly/37C2xbA |
Nov 25, 2019 |
MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy
01:14:16
Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. They discuss if the US will get to negative interest rates, the inevitability of inflation and its effects on central banks, outlook on US/China trade negotiations and more. Link: http://bit.ly/337McIp |
Nov 21, 2019 |
All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective
20:41
All-Star Louis-Vincent Gave weighs in on latest developments at HK Poly University and Civil Unrest more generally around the globe, then concludes with market outlook Link: http://bit.ly/2O3C7Yt |
Nov 20, 2019 |
All-Stars #78 Jeff Snider : Market complacency is misplaced!
27:17
All-Star Jeff Snider says markets are breathing a sigh of relief that the recession scare is over, but this complacency is misplaced! Link: http://bit.ly/32ZfU29 |
Nov 18, 2019 |
MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over
01:17:24
Erik Townsend and Patrick Ceresna welcome Charlie McElligott to MacroVoices. They discuss late cycle dynamics, how the CTA position estimating model works and if it’s time to buy gold & more. Link: http://bit.ly/2KoEGCh |
Nov 14, 2019 |
All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!
15:34
All-Star Luke Gromen returns with an update on monetary policy and market outlook. Link: http://bit.ly/2qSMRje |
Nov 13, 2019 |
All-Stars #76 Juliette Declercq: Equity rally set to continue
17:04
All-star Juliette Declercq returns with an update on her views on monetary policy and the equity market rally, which she says is set to continue higher. Link: http://bit.ly/2rrh5Ky |
Nov 11, 2019 |
MacroVoices #192 Keith McCullough : Inflation Accelerating
01:32:33
Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more. Link: http://bit.ly/2JYhb2E |
Nov 07, 2019 |
All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest
32:57
All-Star Dr. Pippa Malmgren explains why the explosion in civil unrest around the globe is all about breakdown of the social contract. Also Trump News Network and market outlook. Link: http://bit.ly/2CazFJ1 |
Nov 04, 2019 |
MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!
01:06:07
Erik Townsend and Patrick Ceresna welcome Alex Gurevich to MacroVoices. They discuss the latest FOMC meeting, if it’s time to go long in the treasury market, outlook on gold and more. Link: http://bit.ly/2JC44nC |
Oct 31, 2019 |
All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!
14:27
All-Star Brent Johnson expects Christine Lagarde to hit the ground running as she takes the helm of the ECB this week. Also stock and gold market outlooks. Link: http://bit.ly/2Jqf7QQ |
Oct 28, 2019 |
MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system
01:12:08
Erik Townsend and Patrick Ceresna welcome Diego Parrilla to MacroVoices. They discuss Diego’s contrarian investment thesis, his concept of anti-bubbles, balanced portfolio construction and more. Link: http://bit.ly/2BEKcMn |
Oct 24, 2019 |
All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update
14:19
All-Star Prof. Steve Keen is back with an update on the recent surge in populism around the globe and Steve’s outlook for the resolution of the Brexit dilemma Link: http://bit.ly/31Amewu |
Oct 22, 2019 |
All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation
25:59
All-Star Jeff Snider is back with more perspective on the global dollar liquidity situation, this time focusing on the supply rather than demand side of the equation. Link: http://bit.ly/2Jb9aXV |
Oct 21, 2019 |
MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits
01:24:06
Erik Townsend and Patrick Ceresna welcome Stephanie Pomboy to MacroVoices. They discuss the expansion of the FED’s balance sheet, the significance of the recent liquidity shock and the divergence between corporate profits and S&P and much more. In postgame, Rick Rule joins to discuss the strategies for participating in gold equity bull market. Link: http://bit.ly/2qnxO0Y |
Oct 17, 2019 |
All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE
13:35
All-Star Julian Brigden weighs in on the Saudi Arabia oil infrastructure attacks, Chinese liquidity, and the Fed’s QE that isn’t QE according to the Fed Link: http://bit.ly/33CcXFC |
Oct 16, 2019 |
All-Stars #70 Luke Gromen: The official narrative just FAILED!
18:54
All-Star Luke Gromen says the official narrative just failed: The notion that the USD shortage would affect the rest of the world before it would affect the U.S. just collapsed according to Luke, and this creates investable opportunities. Link: http://bit.ly/35yXnw4 |
Oct 15, 2019 |
All-Stars #69 Louis-Vincent Gave: Rangebound Markets
21:15
All-Star Louis-Vincent gave returns for a detailed look at markets and an update on the developing situation in Hong Kong Link: http://bit.ly/2MynZ7S |
Oct 11, 2019 |
MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges
01:18:50
Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. They discuss the economic and liquidity leading indicators, the implications of US-China trade war on the markets, translating economic signals into market decisions and more. Later, Amir Adnani from Uranium Energy Corp joins in the postgame segment. Link: http://bit.ly/2M2Ke6P |
Oct 10, 2019 |
All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data
20:25
All-Star Danielle DiMartino-Booth is back to take a deeper look at last week’s Jobs report an share her analysis of what it means. Also free issue of Daily Feather newsletter. |
Oct 09, 2019 |
All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios
27:16
All-Star Jeff Snider responds to listeners who have questioned how Jeff can say there’s a treasury shortage when bid-to-cover ratios are declining in treasury auctions. Link: http://bit.ly/2Vmfd0L |
Oct 08, 2019 |
All-Stars #66 Juliette Declercq: Break or Bounce time is here!
17:11
All-Star Juliette Declercq says it’s time for the global economy to either break or bounce. Hear Juliette explain in detail in this episode. Link: http://bit.ly/31W7B7p |
Oct 07, 2019 |
MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance
01:14:58
Erik Townsend and Patrick Ceresna welcome Eric Peters to MacroVoices. They discuss the shift in dominance from monetary to fiscal policy, political drivers of changes in monetary policy and what impact the generational and political gap has on the economy and more. Link: http://bit.ly/2IABbIj |
Oct 03, 2019 |
All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
24:56
All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”. Link: http://bit.ly/2mUbElv |
Oct 02, 2019 |
All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb
22:44
All-star Brent Johnson says that even if Juliette Declercq is proven right and the Fed launches QE4, the reversal in the Dollar’s rise would only be temporary. Stocks higher, gold pullback. Link: http://bit.ly/2mU4aPG |
Sep 30, 2019 |
All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one
11:59
All-star Juliette Declercq joins Jeff Snider and Danielle DiMartino Booth in saying the Fed is clueless with respect to the ongoing Repo crisis. Juliette gives the high-level picture to contrast Jeff’s deep analysis of the “plumbing”. Link: http://bit.ly/2nfMBJi |
Sep 27, 2019 |
MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk
01:11:04
Erik Townsend and Patrick Ceresna welcome Harley Bassman to MacroVoices. They discuss the MOVE index as a leading economic indicator, how the upcoming election may affect both fiscal and monetary policy, and Harley’s article “The Opposite of Bad is Worse” and more. Link: http://bit.ly/2lXbae7 |
Sep 26, 2019 |
Energy Week #17: In the aftermath of Abqaiq
01:04:57
This episode of Energy Week focuses on the future of the oil market and how the #Abqaiq attacks will change energy security policy. ALSO: Big announcement re: the future of Energy Week Link: http://bit.ly/2nl04zO |
Sep 26, 2019 |
All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means
13:05
All-Star Prof. Steve Keen is back with his perspective on last week’s repo market dislocation. Spoiler: this was NOT because the fiat system is collapsing, as some crypto die-hards have suggested Link: http://bit.ly/2mzL5BN |
Sep 25, 2019 |
All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!
22:32
All-Star Danielle DiMartino-Booth says the Federal Reserve has a serious management problem and is literally out of control. Link: http://bit.ly/2mn84jd |
Sep 24, 2019 |
All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup
35:52
All-Star Jeff Snider is back by popular demand to explain why the mainstream explanations for last week’s explosion in repo rates just doesn’t add up with the facts! Link: http://bit.ly/2mcArQV |
Sep 23, 2019 |
Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview
24:57
Honte Investments’ hedge fund manager Alex Gurevich was so intrigued by Erik’s interview with Grant Williams that he wanted to add a few thoughts of his own….
Link: http://bit.ly/2kuLbtG
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Sep 20, 2019 |
MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating
01:05:18
Erik Townsend and Patrick Ceresna welcome David Rosenberg to MacroVoices. They discuss the latest FOMC statement, recent dislocation in value & growth, outlook on the bond market and more.
Link: http://bit.ly/2kU8sp4
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Sep 19, 2019 |
Energy Week #16: Abqaiq Processing Facility Attacks and their consequences
55:37
This episode focuses entirely on #Abqaiq attacks and their knock-on consequences and effects. Anas Alhajji is boots-on-the-ground, reporting from Riyadh Saudi Arabia and Joe McMonigle joins us from Washington, DC.
Link: http://bit.ly/2lWlqmm
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Sep 19, 2019 |
All-Stars #59 Julian Brigden: Can the Fed still save us from recession?
15:45
MI2 Partners founder Julian Brigden is back with an update on recession outlook, fixed income, and the geopolitical events of last weekend.
Link: http://bit.ly/2kntsUS
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Sep 18, 2019 |
All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next
32:08
All-Star Dr. Pippa Malmgren is back with a fantastic geopolitics interview focusing on the #Abqaiq (Saudi) drone attacks. Don’t miss this one, gang!
Link: http://bit.ly/2mfWoi5
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Sep 17, 2019 |
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
18:03
All-Star Louis-Vincent Gave explains last Monday’s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more. Link: http://bit.ly/2mdWGGd |
Sep 16, 2019 |
All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth
18:03
All-Star Louis-Vincent Gave explains last Monday’s dramatic dislocation between value and growth stocks and why it was important. Also gold, Hong Kong update and more.
Link: http://bit.ly/2mdWGGd
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Sep 16, 2019 |
MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System
52:39
When private investor Bob Coleman set out to find a place to store his own precious metals OUTSIDE the financial system, he found all the vaulting services had conflicts of interest, so he started his own!
Link: http://bit.ly/2lMOzAv
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Sep 13, 2019 |
MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified
01:33:41
Erik Townsend and Patrick Ceresna welcome Jeff Snider and Luke Gromen to MacroVoices. They discuss the impact of changing Eurodollar markets, the global dollar liquidity shortage and the future changes in global reserve currencies and more.
Link: http://bit.ly/2lOWHQP
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Sep 12, 2019 |
All-Stars #56 Dr. Anas Alhajji: Oil Market Update (in lieu of ENERGY WEEK)
27:51
Due to panelist travel schedules we were unable to bring you Energy Week this week. This oil market update from Dr. Anas Alhajji will substitute for this week’s ENERGY WEEK podcast.
Link: http://bit.ly/2kF32hq
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Sep 11, 2019 |
All-Stars #55 Danielle DiMartino-Booth: Jay Powell’s exuberance over U.S. economy is unfounded!
19:10
All-Star Danielle DiMartino-Booth says Jay Powell’s Zurich speech doesn’t jibe with economic reality. Also Carney’s Jackson Hole pitch and more.
Link: http://bit.ly/2lLXNgb
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Sep 11, 2019 |
All-Stars #54 Prof. Steve Keen: China’s move to lower RRR and what it means
15:59
All-Star Prof. Steve Keen is back for an update on China’s move over this past weekend to lower their required reserve ratio (RRR) and what it means.
Link: http://bit.ly/2lMpBRu
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Sep 10, 2019 |
All-Stars #53 Juliette Declercq: What to expect from the ECB on Thursday
16:48
All-Star Juliette Declercq weighs in on what to expect from the ECB this Thursday, as well as her own prescriptions for monetary policy.
Link: http://bit.ly/2kAtLfb
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Sep 09, 2019 |
MacroVoices Spotlight #1 Niels Kaastrup-Larsen: Algorithmic Trading & Trend Following
59:09
In the inaugural episode of MacroVoices Spotlight, Niels Kaastrup-Larsen explains why Trend Following has been the most successful long-term algorithmic trading strategy.
Link: http://bit.ly/2lZOFEM
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Sep 06, 2019 |
MacroVoices #183 Grant Williams: Gold’s rise has just begun
01:26:52
Erik Townsend and Patrick Ceresna welcome Grant Williams to MacroVoices. They discuss global negative yielding debt, outlook on Gold and what effect recession will have on the US stock market & more.
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Sep 05, 2019 |
All-Stars #52 Brent Johnson: Dollar breakout set to continue higher
23:41
All-Star Brent Johnson says the U.S. Dollar breakout is set to continue higher. Brent still expects a pullback in gold, but sees it moving higher long-term.
Link: http://bit.ly/2jZsUV0
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Sep 04, 2019 |
All-Stars #51 Luke Gromen: USD faces day of reckoning when it becomes clear Fed will have to monetize gov’t deficits
23:48
All-Star Luke Gromen explains why the Fed will soon be forced to monetize U.S. government deficits, and why that has to spell serious trouble for the USD.
Link: http://bit.ly/2kgI1tx
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Sep 03, 2019 |
MacroVoices #182 Summer Special Part 2: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy
01:01:20
Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss financial repression, outlook on US dollar, Europe, the ECB and Christine Lagarde & more.
Link: http://bit.ly/2ZybGkr
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Aug 29, 2019 |
All-Stars #50 Prof. Steve Keen: Why BOE’s Mark Carney just pitched a global digital reserve currency at Jackson Hole and how central bankers think abo...
32:07
All-Star Prof. Steve Keen explains why central bankers often make their boldest moves on their way OUT of office and what drove Mark Carney to propose a CBDC reserve currency at Jackson Hole
Link: http://bit.ly/2Zr4oQo
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Aug 28, 2019 |
All-Stars #49 Jeff Snider: Yield curves don’t lie. But central bankers sometimes do.
27:38
All-Star Jeff Snider explains why Janet Yellen is wrong to think term premia explain why the bond market is signaling deflation. Great slide deck too!
Link: http://bit.ly/2zoJVvS
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Aug 26, 2019 |
MacroVoices #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy
58:52
Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss the FOMC statement, risks of a recession in the U.S. and inflation risks moving forward, and much more.
Link: http://bit.ly/31UNp5C
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Aug 22, 2019 |
All-Stars #48 Dr. Pippa Malmgren: It’s not really 1929. Don’t panic.
27:27
All-Star Dr. Pippa Malmgren is back. She disagrees with the many market observers who believe we’re on the edge of the cliff, and offers bullish arguments for markets & the economy.
Link: http://bit.ly/2ZkMaz4
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Aug 21, 2019 |
All-Stars #47 Luke Gromen: It’s not Stocks or Bonds but the USD that is the “odd man out”
30:01
All-Star Luke Gromen is back for another fantastic All-Stars Interview. Why it’s the USD (not stocks or bonds) that is mispriced, and why it sets up an equity bear trap. Great interview!
Link: http://bit.ly/2Z2EBxn
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Aug 19, 2019 |
All-Stars #46 Prof. Steve Keen: Yield curve inversion, recession & private debt
12:35
All-Star Prof. Steve Keen is back for another great interview. Steve still doesn’t expect a MAJOR U.S. recession, but concedes the yield curve inversion is a signal to be taken seriously. More perspective on policy failure.
Link: http://bit.ly/2TBOJaJ
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Aug 16, 2019 |
MacroVoices #180 Daniel Lacalle: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.
01:21:48
Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss the risks of competitive devaluation, how the global demand for the dollar is driving the monetary policy & the outlook on gold and its new correlation to the dollar.
Link: http://bit.ly/2KUwOYW
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Aug 15, 2019 |
Energy Week #15: Trade wars, demand outlook, and Saudi Aramco IPO. Panel Alhajji/McMonigle/Chigrl
43:35
Energy Week #15 featuring Anas Alhajji, Tracy Shuchart and Joe McMonigle, covers Trade Wars, OPEC, Saudi policy, Gloomy demand forecasts & more.
Link: http://bit.ly/33JwiFI
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Aug 14, 2019 |
All-Stars #45 Louis-Vincent Gave: Hong Kong, Gold, Bond Yieds, & Stocks
21:09
Hong Kong resident Louis-Vincent Gave weighs in on the unrest there and what it means for markets, then we cover gold, bond yields, and stocks. Great interview!
Link: http://bit.ly/2TtzujT
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Aug 13, 2019 |
All-Stars #44 Jeffrey Snider: The real story on the Chinese Yuan devaluation
28:06
All Star Jeff Snider describes a far more intricate and complex explanation for the Yuan breaking 7 to the USD and explains what it means.
Link: http://bit.ly/33sIgTT
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Aug 12, 2019 |
All-Stars #43 Luke Gromen: Central Banks Ditch Gold-Buying Agreement (But keep buying gold)
17:09
All-Star Luke Gromen weighs in on why central banks dumped the Central Bank Gold Agreement but keep buying gold hand-over-fist. Great interview!
Link: http://bit.ly/33p8Ld2
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Aug 09, 2019 |
MacroVoices #179 Ronald-Peter Stöferle: Gold/Precious Metals Special
01:25:35
Erik Townsend and Patrick Ceresna welcome Ronald-Peter Stöferle to MacroVoices. Erik and Ronald discuss why gold is an important asset to own, gold as equity hedge, global de-dollarization and sovereign gold holdings and much more.
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Aug 08, 2019 |
Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More!
01:04:00
Energy Week dives into the Trade Wars and other factors driving the energy price collapse, forward curve fireworks, and much more! Panelists Art Berman, Chris Cook and Patricia Hemsworth
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Aug 08, 2019 |
All-Stars #42 Brent Johnson: Still bullish the USD
15:48
All-Star Brent Johnson remains convinced the USD is headed higher, despite market fireworks of the last few days. Extensive discussion of gold and stocks as well.
Link: http://bit.ly/2YKK5fs
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Aug 06, 2019 |
All-Stars #41 Juliette Declercq: Powell should be fired!
13:53
All-Star Juliette Declercq says Jay Powell blew it last week, and should be fired for it! She says the Fed had the chance to contain the USD ascent but blew it. Great interview!
Link: http://bit.ly/2YK4D7J
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Aug 05, 2019 |
Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team
01:04:59
This special interview with Dr. Harald Malmgren and Dr. Pippa Malmgren was a real treat to record! The father/daughter team disagrees on many present economic issues, and we get a glimpse into growing up Malmgren.
Link: http://bit.ly/2Zw96Iv
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Aug 04, 2019 |
All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon
18:25
Despite being perceived as an economic perma-bear, Prof. Steve Keen says he’s NOT anticipating a U.S. recession any time soon. We also cover his outlook for the rest of the world.
Link: http://bit.ly/2GKJgZN
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Aug 02, 2019 |
MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices
01:24:11
Erik Townsend and Patrick Ceresna welcome Mark Cudmore to MacroVoices. Erik and Mark discuss the global growth and economy outlook, US and China trade negotiations, US equity market and its effects on emerging markets. Special postgame guest: Danielle DiMartino Booth
Link: http://bit.ly/2YETLYN
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Aug 01, 2019 |
Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart
01:02:19
Energy Week starring Art Berman, Anas Alhajji and Tracy Shuchart covers the big EIA draw (where did that oil go?), E&P equity price trend & much more.
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Aug 01, 2019 |
All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER
28:04
All-Star Jeff Snider responds in detail to feedback we received from his July 15 All-Stars interview. We explore why IOER is SUPPOSED to be a “double floor” below EFF, and why it’s really not.
Link: http://bit.ly/2YxbNfB
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Jul 30, 2019 |
All-Stars #38 Danielle DiMartino-Booth: FOMC Preview
15:32
All-Star Danielle DiMartino Booth gives a briefing on what to expect from Wednesday’s FOMC Press Release, 25 or 50 bps? How will the ECB React? And much more!
Link: http://bit.ly/2LMsaPc
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Jul 29, 2019 |
All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine
28:44
All-Star Dr. Pippa Malmgren weighs in on Iran geopolitical risks, updates her thesis on President Trump having ambitions for a news network after the white house, and comments on Facebook’s $5bn fine.
Link: http://bit.ly/2ZffYK1
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Jul 26, 2019 |
MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?
01:09:36
Erik Townsend and Patrick Ceresna welcome Dr. Peter Warburton to MacroVoices. Erik and Dr. Warburton discuss the factors that affect long term outlook for inflation, the history of inflation targeting and inflation controls and Dr. Warburton’s “Blowing Up the Box”
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Jul 25, 2019 |
Energy Week #12: Prices down on a 10.8mm bbl draw, Iran, Pemex Hedge & More. Hemsworth/Berman/Cook
58:51
Energy Week featuring Art Berman, Chris Cook and Patricia Hemsworth covers the super-drawdown, price reaction, Iran, Pemex Hedge & more.
Link: http://bit.ly/2SDxxRr
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Jul 24, 2019 |
All-Stars #36 Julian Brigden: Pensions, Curve Inversions, and 10yr outlook
22:25
All-Star Julian Brigden on the implications of deflation for the Pension system, whether a recession is possible without a yield curve inversion, and the 10yr yield outlook.
Link: http://bit.ly/2y7edTn
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Jul 23, 2019 |
All-Stars #35 Luke Gromen: FF>IOER Means Balance Sheet Capacity Used Up
20:33
All-Star Luke Gromen responds to Jeff Snider's All-Stars appearance last week, sharing a different view on the significance of Fed Funds exceeding IOER. Luke says it’s about domestic private sector balance sheet capacity.
Link: http://bit.ly/2XVNVmh
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Jul 22, 2019 |