Macro Voices

Macro Voices

Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord

MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41fAmNq   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@P

Feb 13, • 1:22:27

MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better

MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better

MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRKek0   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube

Feb 6, • 1:03:35

MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0

MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ ⚫ Follow Rory on X: @Rory_Johnston 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3WF7BHg   ✅Sign up for a FREE 14-day trial at Big Picture Tr

Jan 30, • 1:07:57

MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens

MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens

MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9   ⚫ Follow Michael on X: @themichaelevery 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4jp8VrJ   ✅Sign up for a FREE 14-day trial at Big Pictu

Jan 23, • 1:07:53

MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal

MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4 ⚫ Follow Izabella on X: @izakaminska 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3C9qMSO    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patri

Jan 16, • 1:13:51

MacroVoices #462 Luke Gromen: 2025 Outlook

MacroVoices #462 Luke Gromen: 2025 Outlook

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV   ⚫ Follow Luke on X: https://x.com/LukeGromen 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3WaQddA   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subsc

Jan 8, • 1:00:28

MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition

MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK   ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/   ✅Sign up for a FREE 14-day trial at Big Picture Trading: htt

Dec 31, 2024 • 1:55:00

MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition

MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Renaissance. https://bit.ly/3ZKN9FI   ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/   ✅Sign up for a FREE 14-day trial at Big Picture

Dec 24, 2024 • 1:57:33

MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets

MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s   ⚫ Check out Eurasia Group: https://www.eurasiagroup.net/ 🔻Download Big

Dec 19, 2024 • 1:11:16

MacroVoices #458 David Rosenberg: Lament of A Bear

MacroVoices #458 David Rosenberg: Lament of A Bear

MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn   ⚫ Follow David on X: https://www.x.com/EconGuyRosie 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3Dg0bnm   ✅Sign up for a FREE 14-day trial at Big Pic

Dec 12, 2024 • 1:09:31

MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm   ⚫ Follow Justin on X: https://www.x.com/UraniumInsider 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3ZA8VgB   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https

Dec 5, 2024 • 1:10:58

MacroVoices #456 Jeff Currie: Repricing of Macro Markets

MacroVoices #456 Jeff Currie: Repricing of Macro Markets

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3OtqAAk   ✅Sign up for a FREE

Nov 27, 2024 • 1:07:57

MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X ⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4fZfrCU   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.

Nov 21, 2024 • 1:08:37

MacroVoices #454 Vincent Deluard: The Five Body Problem

MacroVoices #454 Vincent Deluard: The Five Body Problem

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN ⚫ Follow Vincent on X: https://www.x.com/VincentDeluard 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/48NM7No   ✅Sign up for a FREE 14-day trial at B

Nov 14, 2024 • 1:18:52

MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX   ⚫ Follow Pippa X: https://www.x.com/DrPippaM ⚫ Subscribe To Pippa’s Substack: https://drpippa.substack.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/40Hq5dn   ✅Sign up for a FREE 14-day trial at Big

Nov 7, 2024 • 1:31:18

MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40q

Oct 31, 2024 • 1:15:24

MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https:/

Oct 24, 2024 • 1:10:03

MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL ⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/ ⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YcQn3Y   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channe

Oct 17, 2024 • 1:01:57

MacroVoices #449 Harley Bassman: The Magic of Mortgages

MacroVoices #449 Harley Bassman: The Magic of Mortgages

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9 ⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dARobW   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to

Oct 10, 2024 • 55:42

MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65 ⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4erbNRT   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   �

Oct 3, 2024 • 1:11:18

MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3TIqpnK   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 S

Sep 26, 2024 • 55:55

MacroVoices #446 Matt Barrie: AI’ll Be Back!

MacroVoices #446 Matt Barrie: AI’ll Be Back!

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3   ⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out En

Sep 19, 2024 • 1:19:09

MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory

MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT ⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3z6celr ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

Sep 12, 2024 • 1:10:46

MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better

MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK   ⚫ Follow Sachem Cove Partners on X: https://www.x.com/SachemCove 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eehoKL   ✅Sign up for a

Sep 5, 2024 • 1:21:07

MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More

MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm   ⚫ Follow Viktor on X: https://www.x.com/ViktorShvets

Aug 29, 2024 • 1:06:54

MacroVoices #442 Ole Hansen: Year of The Metals

MacroVoices #442 Ole Hansen: Year of The Metals

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not. https://bit.ly/3T3rypx   ⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3XdTJED   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴

Aug 22, 2024 • 1:02:04

MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles

MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p   ⚫ Follow Diego on X: https://www.x.com/ParrillaDiego 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3M9XNzD   ✅Sign up for a F

Aug 15, 2024 • 1:05:45

MacroVoices #440 Louis-Vincent Gave: What Just Happened?

MacroVoices #440 Louis-Vincent Gave: What Just Happened?

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn   ⚫ Follow Louis on X: https://www.x.com/Gave_Vincent ⚫ Find Out More: https://web.gavekal.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dACC5j   ✅Sign up for a FREE 14-day trial a

Aug 8, 2024 • 1:32:19

MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market

MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV   ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: https://www.commoditycontext.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Ag1QaI   ✅Sign up for a FREE 14-day trial at Big

Aug 1, 2024 • 1:13:39

MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets

MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU   ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic ⚫ Find Out More: https://www.bcaresearch.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Yk6iPQ   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to P

Jul 25, 2024 • 1:25:53

MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More

MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK   ⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact ⚫ Find Out More: https://www.lynalden.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3WbYmgH   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscribe to Patrick’s Youtube Channel:

Jul 18, 2024 • 1:05:10

MacroVoices #436 Tian Yang: Left & Right Tails

MacroVoices #436 Tian Yang: Left & Right Tails

MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc   ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eWdN5o   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit

Jul 12, 2024 • 1:01:14

MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement

MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P   ⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscr

Jul 3, 2024 • 55:09

MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?

MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?

MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH   ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/ ⚫ Follow Bill on X: https://www.x.com/bill_blain   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3zlNrJI   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscrib

Jun 27, 2024 • 1:04:06

MacroVoices #433 David Rosenberg: Calling The FED’s Bluff

MacroVoices #433 David Rosenberg: Calling The FED’s Bluff

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA   ⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/ ⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KT

Jun 20, 2024 • 1:04:45

MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb   ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3xgyDLJ   ✅SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: https://bit.ly/3Xl

Jun 13, 2024 • 1:07:39

MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v   ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4c7SjjF   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscribe to Patrick’s Youtube C

Jun 6, 2024 • 55:02

MacroVoices #430 Jim Bianco: Rate Hike On Deck

MacroVoices #430 Jim Bianco: Rate Hike On Deck

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E   ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KnqnN6   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

May 30, 2024 • 1:09:00

MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo   ⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji ⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.substack.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/44YqJD9   ✅Sign up for a FREE 14-day trial at Big Picture Trading:

May 23, 2024 • 1:06:52

MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub   ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ⚫ Check Out: https://www.gorozen.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bFenlx   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Cha

May 16, 2024 • 1:10:39

MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu   ⚫ Find out More: https://www.copenhagenatomics.com/   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

May 9, 2024 • 1:30:22

MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d   ⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund ⚫ Find out More: https://santiagocapital.com/     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bld0rU   ✅Sign up for a FREE 14-day trial at Big Picture

May 2, 2024 • 1:10:14

MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP   ⚫ Follow Alex on X: @agurevich23 ⚫ Find out More: honteinv.com   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3UzhqVJ   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube C

Apr 25, 2024 • 1:04:44

MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L   ⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston ⚫ Find out More: https://www.commoditycontext.com     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vTbbnh   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https:/

Apr 18, 2024 • 1:04:46

MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6   ⚫ Follow Justin on X: @UraniumInsider ⚫ Find out More: www.uraniuminsider.com     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/43SHq2e   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s You

Apr 11, 2024 • 1:16:43

MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP   ⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO ⚫ Follow Larry on X: @Convertbond ⚫ Find out More: thebeartrapsreport.com   🔻Download Big Picture Trading Chartbook: 📈📉: https://

Apr 4, 2024 • 1:01:24

MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…

MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np   ⚫ Follow Luke on X: @LukeGromen   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3IXSBgC   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@

Mar 28, 2024 • 57:58

MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets

MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn   ⚫ Follow Ole on X: @Ole_S_Hansen   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vig2Ox   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https://www.you

Mar 21, 2024 • 1:07:00

MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

MacroVoices Erik Townsend &  Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI   ⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Pnif1Y   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴

Mar 14, 2024 • 1:06:56

MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk

MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0   ⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU ⚫ Visit EuroDollar University: https://www.eurodollar.university/     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3wL

Mar 7, 2024 • 1:09:56

MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?

MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?

MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4   ⚫ Follow Jim on X: @BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3uGcbus   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit

Feb 29, 2024 • 1:02:54

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq     ⚫ Follow Mike on X: https://www.twitter.com/profplum99 ⚫ Follow Mike on Substack : https://www.yesigiveafig.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/42MYjuW   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/

Feb 22, 2024 • 1:13:34

MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules

MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules

MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej   ⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49gJYcm   ✅Sign up for a FREE 14-day trial at Big Picture Trading:

Feb 15, 2024 • 1:03:17

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA   ⚫ Follow Louis on X: https://twitter.com/Gave_Vincent ⚫ Find Out More About Gavekal: https://web.gavekal.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3SOovls   ✅Sign up for a FREE 14-day trial at Big Picture Trading:

Feb 8, 2024 • 1:09:19

MacroVoices #413 Darius Dale: Still Bullish

MacroVoices #413 Darius Dale: Still Bullish

MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish.     🔻Download 42 Macro Chart Book: https://bit.ly/3SeLTXO ⚫ Follow Darius on X: https://twitter.com/DariusDale42 ⚫ Find Out More About 42 Macro: https://42macro.com/   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@Ene

Feb 1, 2024 • 1:03:23

MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update

MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update

MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT     ⚫ Follow Anas on X: https://twitter.com/anasalhajji ⚫ Check Out Anas’s Substack: https://anasalhajjieoa.substack.com/     🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: htt

Jan 25, 2024 • 1:10:12

MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More

MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More

MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3   ⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland ⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/       🌟The Gold Standard of Profits🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩

Jan 18, 2024 • 55:27

MacroVoices #410 Justin Huhn: Investing in All Things Nuclear

MacroVoices #410 Justin Huhn: Investing in All Things Nuclear

MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares.   ⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider ⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com     🌟The Gold Standard of Profits🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢�

Jan 11, 2024 • 1:30:30

MacroVoices #409 Mark Nelson: All Things Nuclear Energy

MacroVoices #409 Mark Nelson: All Things Nuclear Energy

MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on the contemporary challenges entwined with nuclear regulations. https://bit.ly/3H52Kan   Follow Mark Nelson on X: https://twitter.com/energybants Check Out: https://www.radiantenergygroup.com/   Check out Energy Transition Crisis on YouTube: https://w

Jan 4, 2024 • 2:09:51

MacroVoices #408 Lyn Alden: Broken Energy

MacroVoices #408 Lyn Alden: Broken Energy

MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complications that may arise with each. https://bit.ly/3RAdIJW   Follow Lyn on X: https://twitter.com/LynAldenContact Check Out: https://www.lynalden.com/   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransition

Dec 28, 2023 • 1:48:07

MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More

MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More

MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why it happened, and what comes next. Jim says peak yields are NOT yet behind us... https://bit.ly/3RQyciC   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TGqLfc ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Che

Dec 21, 2023 • 1:31:07

MacroVoices #406 Matt Barrie: AI-pocalypse Now

MacroVoices #406 Matt Barrie: AI-pocalypse Now

Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI may give us in a future not too far away. https://bit.ly/476Sauc   Read Matt’s ‘AI-pocalypse’ Article Here: https://bit.ly/3RIfJor   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3v3bZFq ✅Sig

Dec 14, 2023 • 1:23:58

MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe

MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe

MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR   ✅SPECIAL WEBINAR  "Discover Your New Favourite Hedging Strategy" Monday, December 11th, 1pm ET Register For FREE!: https://www.bigpicturetrading.com   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Dow

Dec 7, 2023 • 1:26:47

MacroVoices #404 David Rosenberg: The Bond Bullion Barbell

MacroVoices #404 David Rosenberg: The Bond Bullion Barbell

MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg   Rosenberg Research Free Trial ✅SPECIAL WEBINAR - Register For FREE!: https://www.bigpicturetrading.com/hedge Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Pictu

Nov 30, 2023 • 1:02:57

MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More

MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to what’s happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu   Che

Nov 22, 2023 • 1:14:06

MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream

MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream

MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks  featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Join OptionFinity discord: https://discord.gg/Rvnsv6Y Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3SNA7Wb ✅Sign up for a FREE 14-day trial

Nov 16, 2023 • 57:52

MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing​

MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing​

MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital currencies and much more. https://bit.ly/468MiA2   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QPPxIe ✅Sign up for a FREE 14-day trial at B

Nov 9, 2023 • 1:16:37

MacroVoices #400 Rory Johnston: All Things Oil

MacroVoices #400 Rory Johnston: All Things Oil

MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3MOUvCL ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Please visit our website https:

Nov 2, 2023 • 1:23:57

MacroVoices #399 Ole S Hansen: Still Bullish Commodities

MacroVoices #399 Ole S Hansen: Still Bullish Commodities

MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalation risk is in the Israel conflict. https://bit.ly/46HF07i Ole's Charts: https://bit.ly/3MdGBtm Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly

Oct 26, 2023 • 1:14:00

MacroVoices #398 Lyn Alden: Broken Money

MacroVoices #398 Lyn Alden: Broken Money

MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBR Lyn Alden's Charts: https://bit.ly/46SXZeT Buy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EX Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉:

Oct 19, 2023 • 1:29:34

MacroVoices #397 Alex Gurevich: The Real Rates Tsunami

MacroVoices #397 Alex Gurevich: The Real Rates Tsunami

MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasn’t been performing recently. https://bit.ly/3RW7Hcj Alex's Market Note: https://bit.ly/3FhA9xH Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3PTuFOD ✅Sign up fo

Oct 12, 2023 • 1:07:08

MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed

MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed

MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next.   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading

Oct 5, 2023 • 1:03:28

MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back

MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back

MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation. https://bit.ly/3tbJEeY Download Simon's Charts: Simon White - MacroVoices 28 2023    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RBr8a0 ✅Sign up for a FREE 14-day trial at Big Picture Trading: http

Sep 28, 2023 • 1:19:18

MacroVoices #394 Louis-Vincent Gave: China, Energy & More

MacroVoices #394 Louis-Vincent Gave: China, Energy & More

MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sVfw7q ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Please visit our

Sep 21, 2023 • 1:11:35

MacroVoices #393 Harley Bassman: Convexity Spells Opportunity

MacroVoices #393 Harley Bassman: Convexity Spells Opportunity

MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF Download Harley's charts: https://bit.ly/45TT516 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3s

Sep 14, 2023 • 1:09:47

MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative

MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd   Download Jesse’s charts: https://bit.ly/3Eu9PQt   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RbCyRu  ✅Sign up for a FREE 14-day trial at Big Picture Tradin

Sep 7, 2023 • 1:09:48

MacroVoices #391 Brent Johnson: The Dollar Is Not Done

MacroVoices #391 Brent Johnson: The Dollar Is Not Done

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB Download Brent’s charts: https://bit.ly/44xYY2r Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sEGm3s ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Please visit our we

Aug 31, 2023 • 1:13:14

MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence

MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence

In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW AI know what you did last summer. - Matt Barrie   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Aug 24, 2023 • 2:05:24

MacroVoices #389 Justin Huhn: Update On All Things Nuclear

MacroVoices #389 Justin Huhn: Update On All Things Nuclear

MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y   Download Justin’s slide deck: https://bit.ly/3YEle9w   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KKFCAb ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://b

Aug 17, 2023 • 1:18:48

MacroVoices #388 Lakshman Achuthan: Recession Still On Deck

MacroVoices #388 Lakshman Achuthan: Recession Still On Deck

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o Download Lakshman’s Charts: https://bit.ly/45ndvih Download Big Picture Trading chartbook 📈📉 https://bit.ly/3DSqD

Aug 10, 2023 • 1:09:40

MacroVoices #387 Jeff Snider: On Deflation and Soft Landing

MacroVoices #387 Jeff Snider: On Deflation and Soft Landing

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ   Download Jeff’s Charts: https://bit.ly/459utkc Visit Eurodollar University: https://www.eurodollar.university/ Check out Eurodollar University on YouTube: https://www.youtube.com/@eurodollaruniversity   Download Big Picture Trading chartbook 📈📉 http

Aug 3, 2023 • 1:13:20

MacroVoices #386 Lyn Alden: Energy, Inflation & much more

MacroVoices #386 Lyn Alden: Energy, Inflation & much more

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI   Download Lyn’s Charts: https://bit.ly/475fOZ4   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3rM2yZ8 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel

Jul 27, 2023 • 1:02:16

MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More

MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz ⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money   Download Big Picture Trading chartbook 📈📉 https://bit.ly/44vvLpG ✅Sign up for a FREE 14-day trial at Big Picture Tradin

Jul 20, 2023 • 1:15:10

MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated

MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand recovery. https://bit.ly/3NPvcQC Download Darius’ charts: https://

Jul 13, 2023 • 1:12:10

MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis

MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr   Download Juliette’s charts: https://bit.ly/3pyYn2f   ⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money   Download Big Picture Trading chartbook 📈📉 https://bit.ly/44doN8K ✅Sign up for a F

Jul 6, 2023 • 57:04

MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars

MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars

MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss the aborted coup in Russia last weekend before moving on to issues affecting the United States. https://bit.ly/3CQ9KG3 Check out Pippa's substack: https://drpippa.substack.com/ Download Big Picture Trading chartbook 📈📉 https://bit.ly/46mv2bT ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube

Jun 29, 2023 • 1:05:49

MacroVoices #381 Leigh Goehring: Global Food Crisis Update

MacroVoices #381 Leigh Goehring: Global Food Crisis Update

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the formative global food crisis resulting from more of the world’s economies advancing to the point where far more people eat meat all over the world. https://bit.ly/3Pr09wU   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CHC4u5 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel:

Jun 22, 2023 • 1:04:12

MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI

MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. https://bit.ly/3Cy5V84   Download Big Picture Trading chartbook 📈📉 https://bit.ly/42FY3fC ✅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://disc

Jun 15, 2023 • 1:06:51

MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more

MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more

MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss whether inflation is transitory, sticky, or secular, the outlook for yields and equity markets, artificial intelligence, precious metals, and much more. https://bit.ly/42KlbcZ   Download Big Picture Trading chartbook 📈📉 https://bit.ly/43u8tzU ✅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

Jun 8, 2023 • 1:01:23

MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown

MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to the show to discuss all things precious metals - from the fundamental outlook to likely possibility of an even deeper correction than we’ve seen so far before the yellow metal makes an assault on new all-time highs in U.S. dollar terms. https://bit.ly/3WLKYQu IGWT – Showdown: https://bit.ly/3oAxb2H In Gold We Trust Report: https://bit.ly/42qB4VO IGWT – Compact Version: https://bit.ly/3C4iQ1x   Download Big Picture Trading

Jun 1, 2023 • 1:08:30

MacroVoices #377 Daniel Lacalle: On The Road To Stagflation

MacroVoices #377 Daniel Lacalle: On The Road To Stagflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more. https://bit.ly/43va5t7 Check out Daniel's YouTube channel: https://www.youtube.com/@DanielLacalleInEnglish Download Big Picture Trading chartbook 📈📉 https://bit.ly/3oz0LFF ✅Sign up for a FREE 14-day trial at B

May 25, 2023 • 1:10:29

MacroVoices #376 Tian Yang: When the Recession Becomes Obvious

MacroVoices #376 Tian Yang: When the Recession Becomes Obvious

Erik Townsend and Patrick Ceresna welcome Variant Perception CEO Tian Yang to the show to discuss the long-awaited U.S. recession, and the final flush in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl Download Tian's charts here: https://bit.ly/3Oo0AaO Download Big Picture Trading chartbook 📈📉 https://bit.ly/3Oo0Ma2 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Ch

May 18, 2023 • 1:00:09

MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more

MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more

MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more. https://bit.ly/3VWbLsW   Vanguard's trillion-dollar man leads a fixed-income revolution 📃 https://bit.ly/41twl4U   Mike’s Substack: https://michaelwgreen.substack.com/   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3MkpBCl   ✅Sign up for a FR

May 11, 2023 • 1:07:42

MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?

MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?

MacroVoices Erik Townsend and Patrick Ceresna welcome Whalen Global Advisors founder Chris Whalen to the show to discuss the formative banking crisis, what’s driving it, and what comes next. They also touch on the outlooks for stocks and precious metals. https://bit.ly/414Qj5S The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ Download Big Picture Trading chartbook 📈📉 https://bit.ly/4170abB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7

May 4, 2023 • 58:38

MacroVoices #373 Ole Hansen: Commodities Update

MacroVoices #373 Ole Hansen: Commodities Update

MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y Download Ole's charts: https://bit.ly/3VjCPC3 Download Big Picture Trading chartbook 📈📉 https://bit.ly/44c0k4e ✅Sign up for a FREE 14-day trial at Big Picture Trading: ht

Apr 27, 2023 • 1:14:07

MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In

MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In

MacroVoices Erik Townsend and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for the stock market, and the long-awaited recession has finally begun now. They also discuss precious metals, bond yields and FOMC policy. https://bit.ly/43MiHMK   Rosenberg Research Free Trial: https://bit.ly/3L3yWKM   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3NhUlF1 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bi

Apr 20, 2023 • 56:04

MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year

MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year

MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming debt ceiling debate and how it will play into Federal Reserve policy, as well as the outlook for energy markets and energy stocks. https://bit.ly/41ijPWA Get access to The Bear Traps Report: https://bit.ly/3zVsGlb Download Big Picture Trading chartbook 📈📉 https://bit.ly/3mtikG9 ✅Sign up for a FREE 14-day trial at Big Picture Trading: http

Apr 13, 2023 • 1:02:45

MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium

MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KiW7CA ✅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://ww

Apr 6, 2023 • 1:03:03

MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation

MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation

MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the Pentagon played a role in orchestrating the Silicon Valley Bank bailout to protect defense technology interests, and that China rather than Russia has been the principal aggressor from the beginning of the Ukraine conflict. https://bit.ly/3ntCYGn Visit Dr. Pippa's substack: https://drpippa.substack.com/ Download Big Picture Trading chartbook 📈📉htt

Mar 29, 2023 • 1:17:26

MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more

MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more

MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more. https://bit.ly/3K4aFal Download Big Picture Trading chartbook 📈📉https://bit.ly/3z0u7ON ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check

Mar 23, 2023 • 1:17:27

MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse

MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse

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

Mar 16, 2023 • 1:24:20

MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times

MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times

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

Mar 9, 2023 • 1:09:59

MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion

MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion

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 ch

Mar 2, 2023 • 1:14:55

MacroVoices #364 Julian Brigden: On Opportunistic Disinflation

MacroVoices #364 Julian Brigden: On Opportunistic Disinflation

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   Ch

Feb 23, 2023 • 1:18:30

MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked

MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked

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

Feb 16, 2023 • 1:05:20

ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy

ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy

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 • 52:11

ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis

ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis

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 • 1:08:04

ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces

ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces

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 • 1:08:42

MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?

MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?

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

Feb 9, 2023 • 1:18:41

Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis

Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis

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 5, 2023 • 59:47

MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”

MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”

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: h

Feb 2, 2023 • 1:07:04

Energy Doc Episode #4: What’s wrong with Nuclear Energy?

Energy Doc Episode #4: What’s wrong with Nuclear Energy?

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 • 1:04:29

MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more

MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more

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/Rvn

Jan 26, 2023 • 1:08:03

Energy Doc Episode #3: Supercritical Deep Geothermal Renewable Energy

Energy Doc Episode #3: Supercritical Deep Geothermal Renewable Energy

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.   3rd of 5 special episodes airing Sundays in January. Download associated .PDF  here: https://bit.ly/3ZQ1kIR #OOTT

Jan 22, 2023 • 1:01:01

MacroVoices #359 Lyn Alden: 2023 Macro Outlook

MacroVoices #359 Lyn Alden: 2023 Macro Outlook

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

Jan 19, 2023 • 1:06:48

Energy Doc Episode #2: Origins of the mid-2020s Oil & Gas Supply Crisis

Energy Doc Episode #2: Origins of the mid-2020s Oil & Gas Supply Crisis

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. 2nd of 5 special episodes airing Sundays in January. Download associated .PDF  here: https://bit.ly/3H5iY40 #OOTT

Jan 15, 2023 • 1:03:00

MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited

MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited

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 Joi

Jan 12, 2023 • 1:38:12

Energy Doc Episode #1: The Importance of Energy and Origins of the mid-2020s Energy Crisis

Energy Doc Episode #1: The Importance of Energy and Origins of the mid-2020s Energy Crisis

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. 1st of 5 special episodes airing Sundays in January. https://bit.ly/3GOtE72 #OOTT  Download PDF here: https://bit.ly/3Qlw40b

Jan 8, 2023 • 1:01:20

MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half

MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half

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 Tradi

Jan 5, 2023 • 1:10:46

MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

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 • 1:47:27

MacroVoices #355 Mark Nelson: Understanding All Things Nuclear

MacroVoices #355 Mark Nelson: Understanding All Things Nuclear

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   Radiant Energy Group  Kirk Sorensen: Thorium, an a

Dec 22, 2022 • 2:34:25

MacroVoices #354 Jim Bianco: CPI, FOMC, China & More

MacroVoices #354 Jim Bianco: CPI, FOMC, China & More

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 📈📉ht

Dec 15, 2022 • 1:20:45

MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions

MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions

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.youtub

Dec 8, 2022 • 1:21:44

MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go

MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go

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

Dec 1, 2022 • 1:19:34

MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

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 r

Nov 23, 2022 • 1:45:08

MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

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 FR

Nov 17, 2022 • 1:36:08

MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

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 T

Nov 10, 2022 • 1:51:09

MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

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   Check

Nov 3, 2022 • 1:17:47

MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

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 ou

Oct 27, 2022 • 1:14:29

MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

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 Trad

Oct 20, 2022 • 1:22:03

MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think

MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think

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 dis

Oct 13, 2022 • 1:28:00

MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead

MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead

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.youtub

Oct 6, 2022 • 1:19:24

MacroVoices #343 Jeff Snider: Why the Dollar Remains King

MacroVoices #343 Jeff Snider: Why the Dollar Remains King

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/3SK5my

Sep 29, 2022 • 1:27:36

MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

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 • 1:42:28

MacroVoices #341 Jim Bianco: Inflation Is Not Going Away

MacroVoices #341 Jim Bianco: Inflation Is Not Going Away

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

Sep 15, 2022 • 1:18:02

MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!

MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!

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   Pleas

Sep 8, 2022 • 1:23:26

MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended

MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended

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 a

Sep 1, 2022 • 55:09

MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar

MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar

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

Aug 25, 2022 • 1:04:06

MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine

MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine

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 20

Aug 18, 2022 • 1:11:25

MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?

MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?

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   Pl

Aug 11, 2022 • 1:25:33

MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession

MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession

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)   ✅Sign up for a FREE 14-day trial at Big Picture Tra

Aug 4, 2022 • 1:20:38

MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis

MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis

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   Download Big Picture Trading chartbook 📈📉https://bit.ly/3oCJ04B ✅Sign up for a FREE 14-day tri

Jul 28, 2022 • 1:43:12

MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More

MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More

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   Please visit ou

Jul 21, 2022 • 1:40:22

MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More

MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More

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   Download Lyn's Slide deck 📈📉 https://bit.ly/3z2H6jL Download Big Picture Trading Chartbook 📈📉

Jul 14, 2022 • 1:25:57

MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

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/2J

Jul 7, 2022 • 1:29:58

MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation

MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation

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   Download Julian's Charts 📈📉 https://bit.ly/3uCyTQX   Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3acmCeG ✅Sign up for a FREE 14-day trial at Big Picture Tradi

Jun 30, 2022 • 1:30:48

MacroVoices #329 Darius Dale: A Recession Is The Bull Case

MacroVoices #329 Darius Dale: A Recession Is The Bull Case

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 • 1:31:18

MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis

MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis

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   Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Qr8pes ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly

Jun 16, 2022 • 1:32:57

MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible

MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible

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   Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3mAPyQa ✅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

Jun 9, 2022 • 1:27:46

MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022

MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022

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   Ronnie's slide deck 📄  In Gold We Trust Report 2022 In Gold We Trust Report 2022 - Compact Version IGWT 2022 Summary Video  IGWT 2022 Press Conference Big Picture Trading Chart Book June 2 2022   Please visit our website https://www.ma

Jun 2, 2022 • 1:14:25

MacroVoices #325 Tian Yang: Is it over yet? What do the data say?

MacroVoices #325 Tian Yang: Is it over yet? What do the data say?

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   Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NCyrJh ✅Sign up for a FREE 14-d

May 26, 2022 • 1:18:21

MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway

MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway

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: http

May 19, 2022 • 1:29:52

MacroVoices #323 David Rosenberg: The Fed Put Has Expired

MacroVoices #323 David Rosenberg: The Fed Put Has Expired

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 Pict

May 12, 2022 • 1:26:37

MacroVoices #322 Josh Crumb: The Future of Decentralized Finance

MacroVoices #322 Josh Crumb: The Future of Decentralized Finance

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   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

May 5, 2022 • 1:48:48

MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun

MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun

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   Please visit our website https://www.macrovoices.com to register your free accou

Apr 28, 2022 • 1:26:01

MacroVoices #320 Mike Green: Investment Strategies for World War III

MacroVoices #320 Mike Green: Investment Strategies for World War III

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   Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3xLReNO ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Apr 21, 2022 • 1:11:43

MacroVoices #319 Jim Bianco: The Future of Decentralized Finance

MacroVoices #319 Jim Bianco: The Future of Decentralized Finance

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 • 1:29:45

MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG

MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG

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

Apr 7, 2022 • 1:16:01

MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics

MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics

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: ht

Mar 31, 2022 • 1:18:29

MacroVoices #316 Daniel Lacalle: Energy in the New War Economy

MacroVoices #316 Daniel Lacalle: Energy in the New War Economy

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   Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3iBeepY ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Mar 24, 2022 • 1:08:48

MacroVoices #315 Joseph Wang: Post-FOMC Rundown

MacroVoices #315 Joseph Wang: Post-FOMC Rundown

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 Pict

Mar 17, 2022 • 1:05:02

MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical

MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical

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 • 1:16:11

MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started

MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started

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 3, 2022 • 1:19:29

MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

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 • 1:18:08

MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?

MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?

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 • 1:25:47

MacroVoices #310 Alex Gurevich: The Trades of March 2020

MacroVoices #310 Alex Gurevich: The Trades of March 2020

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 • 1:15:34

MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?

MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?

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 3, 2022 • 1:13:31

MacroVoices#308 Ronald Stoeferle: Precious Metals Update

MacroVoices#308 Ronald Stoeferle: Precious Metals Update

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 • 1:19:30

MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation

MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation

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 • 1:21:23

MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation

MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation

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 • 1:33:19

MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More

MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More

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 6, 2022 • 1:20:40

MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more

MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more

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 • 56:14

MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate

MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate

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 • 1:05:03

MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets

MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets

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 • 58:26

MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This

MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This

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 9, 2021 • 1:21:26

MacroVoices #300 David Rosenberg: Last Disinflationist Standing

MacroVoices #300 David Rosenberg: Last Disinflationist Standing

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 2, 2021 • 1:00:33

MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals

MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals

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 • 1:12:35

MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell

MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell

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

Nov 18, 2021 • 1:23:48

MacroVoices #297 Ole Hansen: Commodity Sector Outlook

MacroVoices #297 Ole Hansen: Commodity Sector Outlook

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 • 1:16:08

MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency

MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency

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 4, 2021 • 1:16:25

MacroVoices #295 David Hay: The Case for Greenflation

MacroVoices #295 David Hay: The Case for Greenflation

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 • 1:04:12

MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation

MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation

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 • 1:04:13

MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation

MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation

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 • 1:14:49

MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation

MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation

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 7, 2021 • 1:10:43

MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

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 • 1:09:30

MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?

MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?

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 • 55:44

MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi

MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi

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 • 1:16:35

MacroVoices #288 Paul Krake: Mega themes for 2020s

MacroVoices #288 Paul Krake: Mega themes for 2020s

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 9, 2021 • 1:07:51

MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol

MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol

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 2, 2021 • 1:17:45

MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2

MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2

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 • 1:12:18

MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1

MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1

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 • 1:24:02

MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?

MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?

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

Aug 12, 2021 • 1:29:33

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing

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 4, 2021 • 1:21:29

MacroVoices #282 Bill Blain: Consequences of Secular Inflation

MacroVoices #282 Bill Blain: Consequences of Secular Inflation

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 • 1:09:40

MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now

MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now

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 • 1:05:10

MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more

MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more

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 • 1:14:13

MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum

MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum

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 8, 2021 • 1:14:18

MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency

MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency

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 1, 2021 • 1:11:11

MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More

MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More

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 • 1:13:04

MacroVoices #276 Philip Verleger: Energy Economics and Inflation

MacroVoices #276 Philip Verleger: Energy Economics and Inflation

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 • 1:15:59

MacroVoices #275 Steve Keen: Inflation Will Not Run Away

MacroVoices #275 Steve Keen: Inflation Will Not Run Away

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 • 58:57

MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors

MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors

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

Jun 3, 2021 • 1:22:33

MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up

MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up

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 • 1:15:39

MacroVoices #272 David Rosenberg: Inflation Will Be Transitory

MacroVoices #272 David Rosenberg: Inflation Will Be Transitory

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 • 1:20:06

MacroVoices #271 Harley Bassman: Hedging a High Interest Future

MacroVoices #271 Harley Bassman: Hedging a High Interest Future

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 r

May 13, 2021 • 1:05:01

MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?

MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?

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 6, 2021 • 1:05:17

MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again

MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again

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 • 1:28:49

MacroVoices #268 Art Berman: Crude Oil Update

MacroVoices #268 Art Berman: Crude Oil Update

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 • 1:13:57

MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation

MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation

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 • 1:17:35

MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500

MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500

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 8, 2021 • 1:08:08

MacroVoices #265 Steven Van Metre: The Last Deflationist Standing

MacroVoices #265 Steven Van Metre: The Last Deflationist Standing

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 1, 2021 • 1:14:04

MacroVoices #264 Robert Friedland: Investing in the Green Revolution

MacroVoices #264 Robert Friedland: Investing in the Green Revolution

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

Mar 25, 2021 • 1:25:39

Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies

Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies

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 blockc

Mar 19, 2021 • 0:00

MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe

MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe

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 • 1:09:24

MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear

MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear

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 • 1:21:02

MacroVoices #261 Ole Hansen: Commodities Are Back!

MacroVoices #261 Ole Hansen: Commodities Are Back!

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 5, 2021 • 1:20:27

MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance

MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance

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 • 1:28:25

MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come

MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come

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 • 1:19:00

MacroVoices #258 Julian Brigden: As Good As It Gets?

MacroVoices #258 Julian Brigden: As Good As It Gets?

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 • 1:29:36

MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?

MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?

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 4, 2021 • 1:29:38

MacroVoices #256 Russell Napier: Prepare for Secular Inflation

MacroVoices #256 Russell Napier: Prepare for Secular Inflation

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 • 1:16:28

MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency

MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency

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 • 1:29:06

MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices

MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices

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 • 1:29:29

MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

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 7, 2021 • 0:00

MacroVoices #252 Holiday Special Part 2

MacroVoices #252 Holiday Special Part 2

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 • 1:12:32

MacroVoices #251 Holiday Special Part 1

MacroVoices #251 Holiday Special Part 1

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 • 1:11:32

MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

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 • 1:31:42

MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network

MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network

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 • 0:00

MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing

MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing

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 3, 2020 • 1:37:17

Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced

Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced

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) co

Nov 28, 2020 • 1:14:34

Erik's Interview on Market Huddle re: Abaxx Technologies Investment

Erik's Interview on Market Huddle re: Abaxx Technologies Investment

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.

Nov 27, 2020 • 48:06

MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation

MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation

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 • 1:13:07

MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More

MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More

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 • 1:16:46

MacroVoices #245 Lakshman Achuthan: Brace For Inflation

MacroVoices #245 Lakshman Achuthan: Brace For Inflation

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 • 1:25:06

MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market

MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market

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 6, 2020 • 1:52:24

Spotlight #5 The Democratization of Alternative Investments – Art & Farmland

Spotlight #5 The Democratization of Alternative Investments – Art & Farmland

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 • 0:00

MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming

MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming

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 • 0:00

MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

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 • 1:30:37

MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

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 • 1:28:36

MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook

MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook

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 8, 2020 • 1:25:28

MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand

MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand

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

Oct 1, 2020 • 1:20:34

MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more

MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more

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 • 0:00

MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more

MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more

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 • 1:10:51

MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more

MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more

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 • 1:19:47

MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive

MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive

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 3, 2020 • 1:37:20

MacroVoices #234 Brent Johnson: The Dollar is Not Dead

MacroVoices #234 Brent Johnson: The Dollar is Not Dead

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 • 1:19:04

MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?

MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?

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 • 0:00

MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio

MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio

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 • 1:00:31

MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold

MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold

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 6, 2020 • 1:36:25

MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider

MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider

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 • 52:57

MacroVoices #229 Summer Special: Grant Williams Unplugged

MacroVoices #229 Summer Special: Grant Williams Unplugged

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 • 1:23:15

MacroVoices #228 Lyn Alden: The Road to Inflation

MacroVoices #228 Lyn Alden: The Road to Inflation

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 • 1:12:11

Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing

Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing

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 • 38:50

MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!

MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!

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 9, 2020 • 1:18:22

MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market

MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market

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 2, 2020 • 1:27:49

MacroVoices #225 Harley Bassman: The long slow road to inflation

MacroVoices #225 Harley Bassman: The long slow road to inflation

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 • 1:22:39

All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year

All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year

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 • 23:44

MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up

MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up

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 • 1:32:37

All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong

All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong

All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest Link:https://bit.ly/2ADm67U

Jun 15, 2020 • 17:36

MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind

MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind

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 • 1:21:16

All-Stars #108 Luke Gromen: Central Banks on Steroids

All-Stars #108 Luke Gromen: Central Banks on Steroids

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 8, 2020 • 17:35

MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook

MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook

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 4, 2020 • 1:31:09

All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?

All-Stars #107 Jeff Snider: Huge Money Printing Speaks For Itself, So Why Is Jay Powell Trying To Sell It So Aggressively?

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

Jun 1, 2020 • 25:45

MacroVoices #221 Ronald Stöferle: In Gold We Trust

MacroVoices #221 Ronald Stöferle: In Gold We Trust

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 • 0:00

All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations

All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations

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 • 28:23

MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold

MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold

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 • 1:38:15

Spotlight #3 Scott Lynn: Securitized Investment in Fine Art

Spotlight #3 Scott Lynn: Securitized Investment in Fine Art

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 • 0:00

All-Stars #105 Juliette Declercq: Post-crisis economic recovery

All-Stars #105 Juliette Declercq: Post-crisis economic recovery

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 • 17:49

MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery

MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery

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 • 1:25:36

All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update

All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update

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 • 12:59

MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus

MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to expect post coronavirus

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 7, 2020 • 1:38:15

MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation

MacroVoices #217 Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation

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 • 1:46:21

All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)

All-Stars #103 Jeff Snider: The Myth of Central Bank Market Support (and liquidity)

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 • 25:53

Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco

Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco

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 • 51:03

MacroVoices #216 David Rosenberg: Stagflation is coming but not yet

MacroVoices #216 David Rosenberg: Stagflation is coming but not yet

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 • 1:33:17

All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality

All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality

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 • 24:10

MacroVoices #215 Chris Cole: Dragon portfolio revisited in the eye of the storm

MacroVoices #215 Chris Cole: Dragon portfolio revisited in the eye of the storm

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 • 1:23:44

All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19

All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19

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 • 15:31

MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis

MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis

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 9, 2020 • 1:46:27

Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.

Hot Topic #13: Gold for Grownups! Jeff Christian debunks the myths of the market.

CPM Group founder Jeff Christian debunks popular myths and explains how the physical precious metals market really works. Link: https://bit.ly/3dYyCO2

Apr 8, 2020 • 1:10:02

All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis

All-Stars #100 Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis

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 7, 2020 • 0:00

Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens

Hot Topic #12: Oil Market Special with Art Berman and Nate Hagens

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 6, 2020 • 1:17:32

MacroVoices #213 Josh Crumb: Deciphering the Gold market

MacroVoices #213 Josh Crumb: Deciphering the Gold market

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 2, 2020 • 1:28:20

All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!

All-Stars #99 Louis-Vincent Gave: We’re experiencing three crises disguised as one!

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 • 14:58

MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history

MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history

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 • 1:25:30

Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate

Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate

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 • 47:53

All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt

All-Stars #98 Luke Gromen: Stocks will keep selling off unless the Fed buys unlimited debt

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 • 30:26

MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?

MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets?

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 • 1:35:08

Hot Topic #10 COVID19 Update: Imperial College report makes waves

Hot Topic #10 COVID19 Update: Imperial College report makes waves

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 • 1:02:12

All-Stars #97 Jeff Snider: The QE Market Meltdown - Currency Inelasticity

All-Stars #97 Jeff Snider: The QE Market Meltdown - Currency Inelasticity

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 • 39:39

Hot Topic #9 Lenore Hawkins: Boots on the ground from the Red Zone (COVID-19 Lockdown in Italy)

Hot Topic #9 Lenore Hawkins: Boots on the ground from the Red Zone (COVID-19 Lockdown in Italy)

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 • 42:35

Hot Topic #8 Tracy Shuchart: COVID19, OPEC+ & Crude - What comes next?

Hot Topic #8 Tracy Shuchart: COVID19, OPEC+ & Crude - What comes next?

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 • 0:00

Hot Topic #7 COVID-19 Update: USA and all of Europe will look like Italy within one month!

Hot Topic #7 COVID-19 Update: USA and all of Europe will look like Italy within one month!

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 • 53:07

MacroVoices #210 Axel Merk: Market outlook for the coming Coronavirus crisis

MacroVoices #210 Axel Merk: Market outlook for the coming Coronavirus crisis

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 • 1:26:02

All-Stars #96 Juliette Declercq: How to trade the COVID19 Crisis

All-Stars #96 Juliette Declercq: How to trade the COVID19 Crisis

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 9, 2020 • 29:46

MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19

MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19

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 6, 2020 • 1:36:03

All-Stars #95 Brent Johnson: Dollar Milkshake still in play

All-Stars #95 Brent Johnson: Dollar Milkshake still in play

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 4, 2020 • 20:36

Hot Topic #6: COVID-19 Pandemic Update

Hot Topic #6: COVID-19 Pandemic Update

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 2, 2020 • 1:16:23

MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets

MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets

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 • 1:30:31

All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!

All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!

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 • 29:00

Hot Topic #5: COVID Super-Spreader Stealth Pandemic?

Hot Topic #5: COVID Super-Spreader Stealth Pandemic?

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 • 1:24:35

MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper

MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper

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 • 1:28:11

MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times

MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times

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 • 1:37:16

All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation

All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation

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 • 22:38

MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?

MacroVoices #205 Art Berman: Will the crude oil market catch the Coronavirus?

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 7, 2020 • 1:36:41

All-Stars #92 Jeff Snider: Did anything really get “better” last September?

All-Stars #92 Jeff Snider: Did anything really get “better” last September?

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 4, 2020 • 23:38

All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook

All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook

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 3, 2020 • 25:11

MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity

MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity

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 • 1:39:55

All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4

All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4

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 • 16:50

MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2

MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2

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 • 0:00

MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.

MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.

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 • 1:27:01

All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020

All-Stars #89 Louis-Vincent Gave: All five pillars supporting the melt-up will come under pressure in 2020

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 Link:http://bit.ly/2ugYMJx

Jan 20, 2020 • 15:32

MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.

MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.

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 • 1:26:57

All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models

All-Stars #88 Jeff Snider: The Fed is avoiding the real issue driving divergences in their models

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 • 29:57

MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

MacroVoices #201 Marin Katusa: How To Play the Gold Bull Market

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 9, 2020 • 0:00

All-Stars #87 Brent Johnson: USD, Stocks, Gold & More

All-Stars #87 Brent Johnson: USD, Stocks, Gold & More

All-star Brent Johnson is bullish on the dollar, and cautious about stocks & gold at current price levels. Link: http://bit.ly/2Fn94tW

Jan 6, 2020 • 15:13

MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications

MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications

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 • 1:20:20

All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us

All-Stars #86 Luke Gromen: The Fed’s “Whatever it Takes” moment is upon us

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 Link:http://bit.ly/2ZrQNVt

Dec 25, 2019 • 23:06

MacroVoices #199 Art Berman: Crude Oil Special

MacroVoices #199 Art Berman: Crude Oil Special

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 • 1:19:08

All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook

All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook

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 • 0:00

MacroVoices #198 Jim Bianco: Deep dive into fixed income

MacroVoices #198 Jim Bianco: Deep dive into fixed income

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 • 1:25:40

All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high

All-Stars #84 Louis-Vincent Gave : Tech stocks are at the same % of SPX Composition as the 1999 high

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 • 18:07

MacroVoices #197 Juliette Declercq: Inflations is not in the cards

MacroVoices #197 Juliette Declercq: Inflations is not in the cards

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 • 1:26:26

All-Stars #83 Jeff Snider: Objective analysis of global USD liquidity yields a different story than financial media are telling

All-Stars #83 Jeff Snider: Objective analysis of global USD liquidity yields a different story than financial media are telling

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 9, 2019 • 26:52

MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end

MacroVoices #196 Mark Gordon: Why the age of oil abundance is about to end

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.  Link:http://bit.ly/33OC0EY

Dec 6, 2019 • 1:36:45

All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation

All-Stars #82 Dr. Pippa Malmgren: Rule of Law, Hong Kong protests, Bullish on Innovation

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 4, 2019 • 19:36

All-Stars #81 Brent Johnson: USD, S&P, China, Canada & Gold

All-Stars #81 Brent Johnson: USD, S&P, China, Canada & Gold

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 2, 2019 • 14:11

MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update

MacroVoices #195 Jeffrey Christian: Electric Vehicle Outlook and Precious Metals Update

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 • 1:14:20

All-Stars #80 Prof. Steve Keen: QE by any other name is still QE!

All-Stars #80 Prof. Steve Keen: QE by any other name is still QE!

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 • 0:00

MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy

MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy

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 • 0:00

All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective

All-Stars #79 Louis-Vincent Gave : Civil Unrest in Hong Kong and Around the Globe in Perspective

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 • 20:41

All-Stars #78 Jeff Snider : Market complacency is misplaced!

All-Stars #78 Jeff Snider : Market complacency is misplaced!

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 • 0:00

MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over

MacroVoices #193 Charlie McElligott: Bond rally correction appears to be over

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 • 1:17:24

All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!

All-Stars #77 Luke Gromen: You’re a conspiracy theorist if you call monetization ‘monetization’!

All-Star Luke Gromen returns with an update on monetary policy and market outlook. Link: http://bit.ly/2qSMRje

Nov 13, 2019 • 15:34

All-Stars #76 Juliette Declercq: Equity rally set to continue

All-Stars #76 Juliette Declercq: Equity rally set to continue

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 • 0:00

MacroVoices #192 Keith McCullough : Inflation Accelerating

MacroVoices #192 Keith McCullough : Inflation Accelerating

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 7, 2019 • 0:00

All-Stars #75 Dr. Pippa Malmgren:  Decoding the global explosion of civil unrest

All-Stars #75 Dr. Pippa Malmgren: Decoding the global explosion of civil unrest

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 4, 2019 • 32:57

MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!

MacroVoices #191 Alex Gurevich: Stop this conversation and pause this interview, go buy gold!

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 • 1:06:07

All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!

All-Stars #74 Brent Johnson: Expect ECB’s Christine Lagarde to take office and take action quickly!

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 • 14:27

MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system

MacroVoices #190 Diego Parrilla: They'll change the rules to bail out the system

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 • 1:12:08

All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update

All-Stars #73 Prof. Steve Keen: Rising Populism & Brexit update

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 • 14:19

All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation

All-Stars #72 Jeff Snider: The Supply-side of the Eurodollar equation

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 • 25:59

MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits

MacroVoices #189 Stephanie Pomboy: S&P Earnings Do Not Equal Corporate Profits

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 • 1:24:06

All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE

All-Stars #71 Julian Brigden: Geopolitical risks, Chinese liquidity dynamics & “not” QE

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 • 13:35

All-Stars #70 Luke Gromen: The official narrative just FAILED!

All-Stars #70 Luke Gromen: The official narrative just FAILED!

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 • 18:54

All-Stars #69 Louis-Vincent Gave: Rangebound Markets

All-Stars #69 Louis-Vincent Gave: Rangebound Markets

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 • 21:15

MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges

MacroVoices #188 : Variant Perception’s Tian Yang on Tail Hedges

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 • 1:18:50

All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data

All-Stars #68 Danielle DiMartino Booth: Interpreting Friday’s Jobs data

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. Link:http://bit.ly/2M0M6Nx

Oct 9, 2019 • 20:25

All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios

All-Stars #67 Jeff Snider: Reconciling extreme treasury demand with declining bid-to-cover ratios

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 8, 2019 • 27:16

All-Stars #66 Juliette Declercq: Break or Bounce time is here!

All-Stars #66 Juliette Declercq: Break or Bounce time is here!

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 7, 2019 • 17:11

MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance

MacroVoices #187 Eric Peters: The Era of Monetary Dominance will give way to Fiscal Dominance

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 3, 2019 • 1:14:58

All-Stars #65 Luke Gromen: The Narrative Failure is upon us!

All-Stars #65 Luke Gromen: The Narrative Failure is upon us!

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 2, 2019 • 24:56

All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb

All-Stars #64 Brent Johnson: Even QE4 will only briefly reverse the Dollar’s climb

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 • 22:44

All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one

All-Stars #63 Juliette Declercq: This could mark the end of a chronic crisis rather than the beginning of an acute one

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 • 11:59

MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk

MacroVoices #186 Harley Bassman: Volatility Does Not Equal Risk

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 • 1:11:04

Energy Week #17: In the aftermath of Abqaiq

Energy Week #17: In the aftermath of Abqaiq

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 • 1:04:57

All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means

All-Stars #62 Prof. Steve Keen: Why repo blew up last week and what it means

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 • 13:05

All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!

All-Stars #61 Danielle DiMartino-Booth: The inmates are not running the asylum. Nobody is!

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 • 22:32

All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup

All-Stars #60 Jeff Snider: Deep dive on the Repo Blowup

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 • 35:52

Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview

Hot Topic #3 Alex Gurevich: Follow-up from the Grant Williams interview

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

Sep 20, 2019 • 0:00

MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating

MacroVoices #185 David Rosenberg: Global Economy Still Deteriorating

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

Sep 19, 2019 • 1:05:18

Energy Week #16: Abqaiq Processing Facility Attacks and their consequences

Energy Week #16: Abqaiq Processing Facility Attacks and their consequences

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

Sep 19, 2019 • 55:37

All-Stars #59 Julian Brigden: Can the Fed still save us from recession?

All-Stars #59 Julian Brigden: Can the Fed still save us from recession?

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

Sep 18, 2019 • 15:45

All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next

All Stars #58 Dr. Pippa Malmgren: Abqaiq Saudi Arabia Drone Attacks - What’s at stake & what comes next

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

Sep 17, 2019 • 32:08

All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth

All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth

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 • 18:03

All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth

All-Stars #57 Louis-Vincent Gave: Last week’s dislocation between value and growth

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 • 18:03

MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System

MacroVoices Spotlight #2 Bob Coleman: Private Vaulting of Precious Metals = Independence from the Financial System

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

Sep 13, 2019 • 52:39

MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified

MacroVoices #184 Jeffrey Snider & Luke Gromen : Global U.S. Dollar Shortage Demystified

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

Sep 12, 2019 • 1:33:41

All-Stars #56 Dr. Anas Alhajji: Oil Market Update (in lieu of ENERGY WEEK)

All-Stars #56 Dr. Anas Alhajji: Oil Market Update (in lieu of ENERGY WEEK)

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

Sep 11, 2019 • 27:51

All-Stars #55 Danielle DiMartino-Booth: Jay Powell’s exuberance over U.S. economy is unfounded!

All-Stars #55 Danielle DiMartino-Booth: Jay Powell’s exuberance over U.S. economy is unfounded!

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

Sep 11, 2019 • 19:10

All-Stars #54 Prof. Steve Keen: China’s move to lower RRR and what it means

All-Stars #54 Prof. Steve Keen: China’s move to lower RRR and what it means

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

Sep 10, 2019 • 15:59

All-Stars #53 Juliette Declercq: What to expect from the ECB on Thursday

All-Stars #53 Juliette Declercq: What to expect from the ECB on Thursday

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

Sep 9, 2019 • 0:00

MacroVoices Spotlight #1 Niels Kaastrup-Larsen: Algorithmic Trading & Trend Following

MacroVoices Spotlight #1 Niels Kaastrup-Larsen: Algorithmic Trading & Trend Following

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

Sep 6, 2019 • 59:09

MacroVoices #183 Grant Williams: Gold’s rise has just begun

MacroVoices #183 Grant Williams: Gold’s rise has just begun

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.

Sep 5, 2019 • 1:26:52

All-Stars #52 Brent Johnson: Dollar breakout set to continue higher

All-Stars #52 Brent Johnson: Dollar breakout set to continue higher

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

Sep 4, 2019 • 23:41

All-Stars #51 Luke Gromen: USD faces day of reckoning when it becomes clear Fed will have to monetize gov’t deficits

All-Stars #51 Luke Gromen: USD faces day of reckoning when it becomes clear Fed will have to monetize gov’t deficits

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

Sep 3, 2019 • 23:48

MacroVoices #182 Summer Special Part 2: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

MacroVoices #182 Summer Special Part 2: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

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

Aug 29, 2019 • 1:01:20

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...

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...

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

Aug 28, 2019 • 32:07

All-Stars #49 Jeff Snider: Yield curves don’t lie. But central bankers sometimes do.

All-Stars #49 Jeff Snider: Yield curves don’t lie. But central bankers sometimes do.

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

Aug 26, 2019 • 0:00

MacroVoices #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

MacroVoices #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

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

Aug 22, 2019 • 58:52

All-Stars #48 Dr. Pippa Malmgren: It’s not really 1929. Don’t panic.

All-Stars #48 Dr. Pippa Malmgren: It’s not really 1929. Don’t panic.

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

Aug 21, 2019 • 27:27

All-Stars #47 Luke Gromen: It’s not Stocks or Bonds but the USD that is the “odd man out”

All-Stars #47 Luke Gromen: It’s not Stocks or Bonds but the USD that is the “odd man out”

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

Aug 19, 2019 • 30:01

All-Stars #46 Prof. Steve Keen: Yield curve inversion, recession & private debt

All-Stars #46 Prof. Steve Keen: Yield curve inversion, recession & private debt

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

Aug 16, 2019 • 12:35

MacroVoices #180 Daniel Lacalle: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.

MacroVoices #180 Daniel Lacalle: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.

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

Aug 15, 2019 • 1:21:48

Energy Week #15: Trade wars, demand outlook, and Saudi Aramco IPO. Panel Alhajji/McMonigle/Chigrl

Energy Week #15: Trade wars, demand outlook, and Saudi Aramco IPO. Panel Alhajji/McMonigle/Chigrl

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

Aug 14, 2019 • 43:35

All-Stars #45 Louis-Vincent Gave: Hong Kong, Gold, Bond Yieds, & Stocks

All-Stars #45 Louis-Vincent Gave: Hong Kong, Gold, Bond Yieds, & Stocks

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

Aug 13, 2019 • 0:00

All-Stars #44 Jeffrey Snider: The real story on the Chinese Yuan devaluation

All-Stars #44 Jeffrey Snider: The real story on the Chinese Yuan devaluation

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

Aug 12, 2019 • 28:06

All-Stars #43 Luke Gromen: Central Banks Ditch Gold-Buying Agreement (But keep buying gold)

All-Stars #43 Luke Gromen: Central Banks Ditch Gold-Buying Agreement (But keep buying gold)

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

Aug 9, 2019 • 17:09

MacroVoices #179 Ronald-Peter Stöferle: Gold/Precious Metals Special

MacroVoices #179 Ronald-Peter Stöferle: Gold/Precious Metals Special

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.

Aug 8, 2019 • 1:25:35

Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More!

Energy Week #14: Mayhem in the Market: China Trade Wars, Forward Curve Fireworks & More!

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

Aug 8, 2019 • 1:04:00

All-Stars #42 Brent Johnson: Still bullish the USD

All-Stars #42 Brent Johnson: Still bullish the USD

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

Aug 6, 2019 • 15:48

All-Stars #41 Juliette Declercq: Powell should be fired!

All-Stars #41 Juliette Declercq: Powell should be fired!

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

Aug 5, 2019 • 13:53

Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team

Hot Topic #2 Dr. Hal & Dr. Pippa Malmgren: Father/Daughter Presidential Advisor Team

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

Aug 4, 2019 • 1:04:59

All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon

All-Stars #40 Prof. Steve Keen: Why Steve does NOT see a U.S. recession on the horizon

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

Aug 2, 2019 • 18:25

MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices

MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices

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

Aug 1, 2019 • 0:00

Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart

Energy Week #13: EIA Draw—where did the oil go? Panelists Berman/Alhajji/Shuchart

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.

Aug 1, 2019 • 1:02:19

All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER

All-Stars #39 Jeffrey Snider: A deeper dive into Fed Funds and IOER

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

Jul 30, 2019 • 28:04

All-Stars #38 Danielle DiMartino-Booth: FOMC Preview

All-Stars #38 Danielle DiMartino-Booth: FOMC Preview

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

Jul 29, 2019 • 15:32

All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine

All-Stars #37 Dr. Pippa Malmgren: Iran, Trump News Network, and Facebook’s $5bn fine

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

Jul 26, 2019 • 28:44

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