
Macro Voices (Hedge Fund Manager Erik Townsend)
Explorez tous les épisodes de Macro Voices
Date | Titre | Durée | |
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30 Oct 2020 | Spotlight #5 The Democratization of Alternative Investments – Art & Farmland | 00:43:47 | |
Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investors. Hear insights from the CEOs -Artem Milinchuk of FarmTogether.com and Scott Lynn of Masterworks.io- behind this new trend, where it’s headed, and how to invest in both fine art and farmland without breaking the bank. Link: https://bit.ly/3jIBUqu | |||
16 Sep 2021 | MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi | 01:16:35 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more. Link: https://bit.ly/3AjypQq | |||
23 Sep 2020 | MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more | 01:29:16 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim Bianco from Bianco Research joins in the postgame segment to talk about the upcoming US Presidential Election. Link: https://bit.ly/3hR0qoo | |||
02 Feb 2023 | MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.” | 01:07:04 | |
MacroVoices Erik Townsend welcomes Honte investments fund manager Alex Gurevich to the show. They discuss this week’s FOMC statement and press briefing, inflation, crude oil, interest rates, equity markets, and precious metals. https://bit.ly/40pDvrx Download Big Picture Trading chartbook 📈📉https://bit.ly/3jvHQJ9 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
02 Dec 2021 | MacroVoices #300 David Rosenberg: Last Disinflationist Standing | 01:00:33 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more. Breakfast with Dave: https://bit.ly/3ElgkTU Link: https://bit.ly/3ElHOZx | |||
02 Nov 2023 | MacroVoices #400 Rory Johnston: All Things Oil | 01:23:57 | |
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 | |||
14 Mar 2024 | MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape | 01:06:56 | |
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
🔴 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 | |||
02 Mar 2020 | Hot Topic #6: COVID-19 Pandemic Update | 01:16:23 | |
This week we’re re-broadcasting our Jan. 30th interview with Dr. Chris Martenson which proved incredibly prescient. Erik Townsend then offers an update on what’s changed since that interview. Link: http://bit.ly/2TtNbje | |||
23 Apr 2020 | MacroVoices #216 David Rosenberg: Stagflation is coming but not yet | 01:33:17 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss the general market outlook, investment strategies to navigate market volatility and impacts of COVID-19 crisis on emerging markets and more. Link: https://bit.ly/2S4WOoF | |||
18 May 2020 | Spotlight #3 Scott Lynn: Securitized Investment in Fine Art | 00:27:23 | |
Fine Art investing expert Scott Lynn, founder of Masterworks.io joins Erik Townsend for an in-depth discussion of fine art investing including the securitized approach to investing in blue chip classic artworks being pioneered by Masterworks.io Link: https://bit.ly/2LBhXmM | |||
11 Mar 2021 | MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear | 01:21:02 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy. | |||
06 May 2021 | MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists? | 01:05:17 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets. Link: https://bit.ly/3xUCNEq | |||
30 Sep 2021 | MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished | 01:09:30 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more. Link: https://bit.ly/3onjHEU | |||
21 Apr 2022 | MacroVoices #320 Mike Green: Investment Strategies for World War III | 01:11:43 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3
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
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10 Nov 2022 | MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse | 01:51:09 | |
MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT Check out Commodity Context: https://www.commoditycontext.com/ Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
28 Jul 2022 | MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis | 01:43:12 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc
Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA
Download Big Picture Trading chartbook 📈📉https://bit.ly/3oCJ04B ✅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 | |||
09 May 2024 | MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution | 01:30:22 | |
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
🔴 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 | |||
05 May 2022 | MacroVoices #322 Josh Crumb: The Future of Decentralized Finance | 01:48:48 | |
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a deep dive on the future of decentralized finance. https://bit.ly/3Firk5K
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
01 Dec 2022 | MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go | 01:19:34 | |
MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1
Download Big Picture Trading chartbook 📈📉https://bit.ly/3XRzkn6 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
11 Jan 2024 | MacroVoices #410 Justin Huhn: Investing in All Things Nuclear | 01:30:30 | |
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 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩
Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar Monday January 15th, 2024 at 1:00pm ET Register here for 𝗙𝗥𝗘𝗘: 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 | |||
20 Jan 2022 | MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation | 01:21:23 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe. *Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows* Link: https://bit.ly/3KsAZZQ | |||
21 Mar 2024 | MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets | 01:07:00 | |
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.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 | |||
25 Mar 2021 | MacroVoices #264 Robert Friedland: Investing in the Green Revolution | 01:25:39 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative green revolution, and where the best opportunities can be found for investors. So if you missed the 2-part interview on Smarter Markets, we suggest you listen to that first. Link: https://bit.ly/3clF9U5 | |||
06 Mar 2020 | MacroVoices #209 Jesse Felder: Pent-up bearish forces were in place before COVID-19 | 01:36:03 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss how COVID-19 has affected the market direction change, if inflation will return in the near future and its systemic risks and more. Link: http://bit.ly/2Iocuy6 | |||
19 Aug 2021 | MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1 | 01:24:02 | |
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution.
Link: https://bit.ly/3gd5yoN | |||
11 Mar 2020 | MacroVoices #210 Axel Merk: Market outlook for the coming Coronavirus crisis | 01:26:02 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Axel Merk to the show to discuss how COVID-19 is driving bonds to new all-time highs, perspectives on possible bail-out for shale oil producers and outlook on gold & more. Link: http://bit.ly/38DZlLT | |||
14 Apr 2022 | MacroVoices #319 Jim Bianco: The Future of Decentralized Finance | 01:29:45 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run.
Link: https://bit.ly/3vhQU6o | |||
24 Mar 2020 | Hot Topic #11 Lenore Hawkins & Dr. Steve Bickel: The only way to save the economy is to reduce the COVID19 hospitalization rate | 00:47:53 | |
Florida physician Dr. Steve Bickell and Tematica Research global macro strategist Lenore Hawkins join Erik Townsend for this week’s COVID19 update podcast Link: https://bit.ly/2UdwF8I | |||
12 Nov 2020 | MacroVoices #245 Lakshman Achuthan: Brace For Inflation | 01:25:06 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets. Link: https://bit.ly/35o7h5A | |||
03 Feb 2020 | All-Stars #91 Dr. Pippa Malmgren: Coronavirus, Surveillance Capitalism, Election Outlook | 00:25:11 | |
All-Star Dr. Pippa Malmgren returns with an update on the nCoV Coronavirus outbreak, Pippa’s reaction to Kyle Bass’ allegations about China mining American genetic data, and an update on the U.S. election outlook Link: http://bit.ly/2Se7rEP | |||
28 Feb 2020 | MacroVoices #208 Francesco Filia: Francesco Filia: How to navigate the cliff edge in markets | 01:30:31 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Francesco Filia to the show. They discuss why the US treasury bond is no longer a good investment and its systemic implications, the upcoming daily liquidity crisis and what it means for the market and perspectives on economic impacts of COVID-19 Link: http://bit.ly/3ceaoP5 | |||
04 Feb 2020 | All-Stars #92 Jeff Snider: Did anything really get “better” last September? | 00:23:38 | |
All-star Jeff Snider takes on why the yield curve inversion last august (so far) hasn’t led to a recession, and what might have changed in the global economy since September Link: http://bit.ly/2Sg4W54 | |||
16 Dec 2021 | MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets | 00:58:26 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more. Link: https://bit.ly/3DWVGbX | |||
14 May 2020 | MacroVoices #219 Dr. Ben Hunt: Charting the post COVID-19 economic recovery | 01:25:36 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Ben Hunt to the show to discuss the three narratives of the coronavirus crisis, if there will be a secular shift from deflation to inflation and how Frontline Heroes is supporting healthcare workers. Link: https://bit.ly/3fIMBIG | |||
29 Apr 2021 | MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again | 01:28:49 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes. Link: https://bit.ly/3gMRIuj | |||
26 Feb 2020 | All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape! | 00:29:00 | |
All-Star Jeff Snider is back! Jeff says there were clear signs of economic slowdown before the Coronavirus story even came out. Link: http://bit.ly/2vlLTyP | |||
07 Apr 2022 | MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG | 01:16:01 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ
Blain's Morning Porridge 📄: https://morningporridge.com/ Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ujHZlN ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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30 May 2024 | MacroVoices #430 Jim Bianco: Rate Hike On Deck | 01:09:00 | |
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
🔴 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 | |||
17 Nov 2022 | MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World | 01:36:08 | |
MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR
Download Big Picture Trading chartbook 📈📉http://bit.ly/3Of5Ye4 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/ Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
07 Mar 2024 | MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk | 01:09:56 | |
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/3wLe4Xn
✅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 | |||
03 Feb 2022 | MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take? | 01:13:31 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to the show. They discuss everything from inflation to sustainability of Uber and Airbnb’s business model. Then be sure to stay for the postgame segment to get an update on bond markets from Patrick. Link: https://bit.ly/3GrVW3U | |||
15 Dec 2022 | MacroVoices #354 Jim Bianco: CPI, FOMC, China & More | 01:20:45 | |
MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll also discuss Jim’s outlook for fixed income, equities, gold, and more. https://bit.ly/3HEMnTf
Download Big Picture Trading chartbook 📈📉https://bit.ly/3uRzsFU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
21 May 2020 | MacroVoices #220 Daniel Lacalle: Fiat Currency Debasement, Central Banks and Gold | 01:38:15 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss the secular transition from deflation to inflation, hard assets generally, precious metals, the stock market outlook, and much more. Link: https://bit.ly/2ZsMf3g | |||
14 Jul 2022 | MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More | 01:25:57 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM
Download Lyn's Slide deck 📈📉 https://bit.ly/3z2H6jL Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3RCmqqc ✅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 | |||
01 Aug 2024 | MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market | 01:13:39 | |
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 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 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
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26 May 2020 | All-Stars #106 Dr. Pippa Malmgren: The Post-COVID19 Economy Recovery and U.S.-China Relations | 00:28:23 | |
All-star Dr. Pippa Malmgren is back with commentary on how the recovery is likely to play out in both the real economy and financial markets, and how U.S.-China relations will fare going forward Link: https://bit.ly/2ZG1QwC | |||
27 Apr 2020 | Hot Topic #14: Crude Oil BLACK SWAN ALERT with Jim Bianco | 00:51:03 | |
The two guys who predicted the Coronavirus Pandemic back in January, Jim Bianco and Erik Townsend say there could be another crisis brewing in the Crude Oil Market! Link: https://bit.ly/2zuF2ok | |||
10 Feb 2020 | All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation | 00:22:38 | |
FFTT founder Luke Gromen is back to talk about the conclusions we can draw from the U.S. government charging JP Morgan with criminal gold price manipulation Link: http://bit.ly/2SCKwmQ | |||
20 Apr 2023 | MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In | 00:56:04 | |
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
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21 Dec 2023 | MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More | 01:31:07 | |
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
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23 Feb 2023 | MacroVoices #364 Julian Brigden: On Opportunistic Disinflation | 01:18:30 | |
MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more. Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG
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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 | |||
18 Feb 2021 | MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come | 01:19:00 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.
Link: https://bit.ly/3quIOUm | |||
29 Dec 2022 | MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear | 01:47:27 | |
MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn
Download chartbook: https://bit.ly/3Q0FoGk Get a sample issue of Uranium Insider Pro Monthly Newsletter | |||
18 Jul 2024 | MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More | 01:05:10 | |
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
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29 Jun 2023 | MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars | 01:05:49 | |
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 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 | |||
14 Oct 2021 | MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation | 01:14:49 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more. Link: https://bit.ly/3p50wjA | |||
24 Mar 2022 | MacroVoices #316 Daniel Lacalle: Energy in the New War Economy | 01:08:48 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg
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
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29 Jan 2023 | Energy Doc Episode #4: What’s wrong with Nuclear Energy? | 01:04:29 | |
Sneak preview of @ErikSTownsend’s upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it will take to solve it. 4th of 5 special episodes airing Sundays in January. Download associated .PDF https://bit.ly/3JoMzXD
#OOTT | |||
27 Jan 2020 | MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2 | 00:20:38 | |
New updated version re-recorded 1/28/20 to reflect new information and correct errors in first version. WE RECOMMEND YOU LISTEN AGAIN #2019nCoV #Wuhan #Coronavirus Host Erik Townsend weighs in with a summary of what he’s learned thus far about 2019-nCoV, the Wuhan Coronavirus, and his analysis of what it will mean to financial markets.
Link: http://bit.ly/38ETuX2 | |||
23 Mar 2023 | MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more | 01:17:27 | |
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. 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
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18 Apr 2024 | MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR | 01:04:46 | |
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
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07 Jul 2022 | MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation | 01:29:58 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI Download Jeff's Charts 📈📉 https://bit.ly/3c1vHrD Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NQoN5u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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20 Feb 2020 | MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper | 01:28:11 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Ralph Delguidice to the show. They discuss some of the knock-on implications of the US Treasury bond, why treasury and investment grade bond demand flows will remain solid and the US treasury demand impact of Dodd Frank and more. Link: http://bit.ly/38JCGik | |||
10 Jun 2021 | MacroVoices #275 Steve Keen: Inflation Will Not Run Away | 00:58:57 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway inflation feared by many people, nor will it be the hyperinflation some folks fear. Link: https://bit.ly/2Tkfrby | |||
06 Nov 2020 | MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market | 01:52:24 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull market in precious metals to why some of the best mining companies are only listed on Canadian exchanges to how to allocate a precious metals portfolio to benefit from all these trends. Link: https://bit.ly/3p4lsV8 | |||
18 Aug 2022 | MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine | 01:11:25 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV
Download Leigh's charts: https://bit.ly/3dGIUXy Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6
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21 Jul 2022 | MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More | 01:40:22 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp Download Harley’s slidedeck 📈📉 https://bit.ly/3aYGHpq Download Big Picture Trading chartbook 📈📉https://bit.ly/3Oq3FDw ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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19 Mar 2020 | MacroVoices #211 Jim Bianco: COVID-19 & Risk Parity Unwind - What's next for markets? | 01:35:08 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to talk about the impact of COVID-19 on the economy and markets, the systemic risks to markets and impact on dealers & more. Then Kevin Muir joins in the postgame to talk about the imploding risk parity. Link: https://bit.ly/2wdj5ZW | |||
08 Jul 2021 | MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum | 01:14:18 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event.
Link: https://bit.ly/3wrQOYo | |||
05 Jan 2023 | MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half | 01:10:46 | |
MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j Download Darius Dale's chartbook: https://bit.ly/3WMxOBL Download Big Picture Trading chartbook 📈📉https://bit.ly/3VPjOGm ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
31 Dec 2019 | MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications | 01:20:20 | |
Erik Townsend and Patrick Ceresna welcome Dr.Pippa Malmgren to MacroVoices. They discuss the knowledge doubling curve, collection and monetization of personal data, ephemeralization and its consequences & how autonomous vehicles will change the future. Link: http://bit.ly/2QFZXKi | |||
26 Aug 2021 | MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2 | 01:12:18 | |
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution.
Link: https://bit.ly/2UpC53g | |||
12 Aug 2021 | MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets? | 01:29:33 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion. Link: https://bit.ly/37DMICM
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25 Jul 2024 | MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets | 01:25:53 | |
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
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04 Apr 2024 | MacroVoices #422 Larry McDonald: How To Listen When Markets Speak | 01:01:24 | |
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
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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17 Mar 2022 | MacroVoices #315 Joseph Wang: Post-FOMC Rundown | 01:05:02 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency.
Link: https://bit.ly/3wiuUdM Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3MVD3uJ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J | |||
25 Aug 2022 | MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar | 01:04:06 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR Download Brent's charts: https://bit.ly/3TsiU2C Download Big Picture Trading chartbook 📈📉https://bit.ly/3Tgb0ci ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
11 May 2020 | All-Stars #104 Brent Johnson: Dollar, SPX, Gold & Commodities update | 00:12:59 | |
All-star Brent Johnson joins Erik Townsend for an update on the US Dollar, S&P 500, Gold, Gold mining shares, and commodities generally in the COVID19 aftermath. Link: https://bit.ly/2SW5aPP | |||
18 Jan 2024 | MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More | 00:55:27 | |
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
Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar Monday January 22nd, 2024 at 1:00pm ET Register here for 𝗙𝗥𝗘𝗘: https://www.bigpicturetrading.com/gold
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🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr
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22 Oct 2020 | MacroVoices #242 Stephanie Kelton on Modern Monetary Theory | 01:30:37 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less government spending using the power of central banks to conjure new money supply out of thin air to finance government spending, without necessarily raising taxes or borrowing from foreigners. Link: https://bit.ly/31x0ZhV | |||
15 Feb 2024 | MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules | 01:03:17 | |
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
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✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
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06 Apr 2023 | MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium | 01:03:03 | |
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
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20 Apr 2020 | All-Stars #102 Louis-Vincent Gave: Charting a path toward post-COVID macro reality | 00:24:10 | |
All-Star Louis-Vincent Gave returns with his perspective as to what lays ahead after the #COVID19 crisis. Link: https://bit.ly/3cChnRl | |||
25 Apr 2024 | MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More | 01:04:44 | |
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
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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02 Jul 2020 | MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market | 01:27:49 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of a global pandemic, treasury yields, and much more. And be sure to stay tuned for our postgame segment, when Harley Bassman, inventor of the MOVE Index, returns to talk options with Patrick. Link: https://bit.ly/2ZvC5gF | |||
02 Apr 2020 | MacroVoices #213 Josh Crumb: Deciphering the Gold market | 01:28:20 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Josh Crumb to the show to discuss gold-oil ratio, pricing models for gold relative to both crude oil and real interest rates, and what lies ahead for precious metals & much more. Link: https://bit.ly/2R6iGj0 | |||
04 Jan 2024 | MacroVoices #409 Mark Nelson: All Things Nuclear Energy | 02:09:51 | |
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
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10 Jul 2020 | Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing | 00:38:50 | |
FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it’s been the favored trade of billionaires and how FarmTogether is making this asset class available to all accredited investors. Link: https://bit.ly/2W8czNL | |||
15 Jun 2020 | All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong | 00:17:36 | |
All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest | |||
20 Oct 2022 | MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot | 01:22:03 | |
MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q Download Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
28 Jan 2021 | MacroVoices #256 Russell Napier: Prepare for Secular Inflation | 01:16:28 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the ongoing pandemic and where we stand with regard to the economic outlook generally & much more. Link: https://bit.ly/36ohb7p | |||
09 Apr 2020 | MacroVoices #214 Eric Peters: Knock-on effects of the Coronavirus Crisis | 01:46:27 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Eric Peters from One River Asset Management to talk about the impacts of coronavirus on the recent market dislocation and the implications of the recent record-setting monetary intervention and more. Link: https://bit.ly/3c7Doaa | |||
13 Jan 2022 | MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation | 01:33:19 | |
MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality. Link: https://bit.ly/3I3UmX3 | |||
23 Jun 2022 | MacroVoices #329 Darius Dale: A Recession Is The Bull Case | 01:31:18 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc Download 42 Macro charts here 👉 https://bit.ly/3buzrBG Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ydQIHY ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J | |||
06 Aug 2020 | MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold | 01:36:25 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss everything from if Jim has indeed turned bullish, coronavirus update, fixed income markets, what’s next for US dollar & much more. Link: https://bit.ly/3krJ8Rp | |||
24 Dec 2019 | MacroVoices #199 Art Berman: Crude Oil Special | 01:19:08 | |
Erik Townsend and Patrick Ceresna welcome Art Berman to MacroVoices. They discuss Art’s views on IEA’s forecast of oil glut in 2020, comparative inventory system, oil price outlook and more.
Link: http://bit.ly/35SOKfI | |||
18 May 2023 | MacroVoices #376 Tian Yang: When the Recession Becomes Obvious | 01:00:09 | |
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
Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y
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23 Dec 2019 | All-Stars #85 Jeff Snider: U.S. Dollar Year End Review & 2020 Outlook | 00:19:37 | |
All-star Jeff Snider is back with a year-end review and 2020 outlook for the U.S. Dollar and the Eurodollar system Link: http://bit.ly/2Mn3DPr | |||
27 Oct 2022 | MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession | 01:14:29 | |
Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi Download Ole's charts: https://bit.ly/3DbCxo5 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
01 Jun 2023 | MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown | 01:08:30 | |
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 chartbook 📈📉 https://bit.ly/3OR6Nwa ✅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 |