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Macro Voices

Macro Voices

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

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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/46Ul2FD

 

? Subscribe to Patrick?s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

 

? Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

? Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

 

? Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

 

? Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

? Subscribe to Nick?s Medium: https://medium.com/@ngalarnyk

 

 

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

2024-02-22
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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: https://bit.ly/46Ul2FD

 

? Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

? Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

 

? Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

 

? Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

? Subscribe to Nick?s Medium: https://medium.com/@ngalarnyk

 

? Subscribe to Patrick Ceresna's Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

 

 

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

 

 

2024-02-15
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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: https://bit.ly/46Ul2FD

 

? Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

? Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

 

? Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

 

? Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

 

? Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

? Subscribe to Nick?s Medium: https://medium.com/@ngalarnyk

 

 

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

 

 

2024-02-08
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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/@EnergyTransitionCrisis1

 

? Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

 

?Download Big Picture Trading Chartbook: ??: https://bit.ly/3SFW2ht

 

?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

 

? Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

 

? Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

? Subscribe to Nick?s Medium: https://medium.com/@ngalarnyk

 

 

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

2024-02-01
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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: https://www.youtube.com/@EnergyTransitionCrisis1

 

? Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

 

?Download This Episode's Chartbook: ??: https://bit.ly/3vPppVK

 

?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

 

? Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

 

? Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

 

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

2024-01-25
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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?

????????? ??????? ?? ??? ?????? ???? ???? ??????

 

Join Patrick Ceresna for a ???? ???? webinar

Monday January 22nd, 2024 at 1:00pm ET

Register here for ????: https://www.bigpicturetrading.com/gold

 

 

? Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

? Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

 

? Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

 

?Download This Episode's Chartbook: ??: https://bit.ly/3HpyhE0

 

?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

 

? Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

 

? Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

 

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

2024-01-18
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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?

????????? ??????? ?? ??? ?????? ???? ???? ??????

 

Join Patrick Ceresna for a ???? ???? webinar

Monday January 15th, 2024 at 1:00pm ET

Register here for ????: https://www.bigpicturetrading.com/gold

 

 

? Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

? Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

 

? Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

 

?Download This Episode's Chartbook: ??: https://bit.ly/3vxVG3y

 

?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

 

? Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

 

? Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

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

2024-01-11
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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://www.youtube.com/@EnergyTransitionCrisis1

Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

Download This Episode's Chartbook: ??: https://bit.ly/3S4KyDS

?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

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

 

2024-01-04
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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/@EnergyTransitionCrisis1

Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

Download Lyn Alden's: Broken Energy Chart Book ??: https://bit.ly/3RwBDK6

?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

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

 

2023-12-28
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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

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

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

2023-12-21
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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

?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

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

2023-12-14
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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

Download Big Picture Trading Chartbook ??: https://bit.ly/41giQXR

?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

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

2023-12-07
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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 Picture Trading Chartbook ??:https://bit.ly/3sKrlxI

?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

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

2023-11-30
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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

 

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Download Big Picture Trading Chartbook ??:https://bit.ly/3sKrlxI

?Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

 

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

2023-11-22
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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 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

2023-11-16
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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 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

2023-11-09
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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://www.macrovoices.com to register your free account to gain access to supporting materials

2023-11-02
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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/477pvpg

?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

2023-10-26
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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 ??: https://bit.ly/46CDzHd

?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

2023-10-19
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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 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

2023-10-12
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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 chartbook ?? https://bit.ly/3RFXd0u

?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

2023-10-05
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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: https://bit.ly/2JjZR7J

 

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

2023-09-28
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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 website https://www.macrovoices.com to register your free account to gain access to supporting materials

 

2023-09-21
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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/3sRkWAq

?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

2023-09-14
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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 Trading: https://bit.ly/2JjZR7J

 

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

2023-09-07
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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 website https://www.macrovoices.com to register your free account to gain access to supporting materials

2023-08-31
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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

2023-08-24
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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://bit.ly/2JjZR7J

 

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

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

2023-08-17
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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/3DSqDAu

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2023-08-10
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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/

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2023-08-03
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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

 

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2023-07-27
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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

 

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2023-07-20
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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://bit.ly/3OdfHTN

 

??Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET??

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2023-07-13
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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

 

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2023-07-06
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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/

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2023-06-29
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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

 

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2023-06-22
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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

 

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2023-06-15
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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

 

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2023-06-08
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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

 

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2023-06-01
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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

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2023-05-25
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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

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2023-05-18
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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/

 

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2023-05-11
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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/

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2023-05-04
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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

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2023-04-27
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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

 

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2023-04-20
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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

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2023-04-13
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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

 

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2023-04-06
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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/

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2023-03-29
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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

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2023-03-23
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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

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2023-03-16
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