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Macro Voices

Macro Voices

330 episodes — Page 1 of 7

MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France

Oct 22, 20261h 39m

MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants

Oct 15, 20261h 13m

MacroVoices #553 Brent Johnson: Disparate Housewives

Oct 8, 20261h 4m

MacroVoices #552 David Rosenberg: Navigating The Noise

Oct 1, 20261h 6m

MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)

Sep 25, 20261h 1m

MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle

Sep 24, 20261h 11m

MacroVoices #550 Harley Bassman: In FED We Trust

Sep 17, 20261h 7m

MacroVoices #549 Matt Barrie: AI-gent Provocateur

Sep 10, 20261h 19m

MacroVoices #548 Dr. Carly Anderson: Emerging Energy Technologies Roundup

Sep 3, 202649 min

MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency

Aug 27, 202641 min

MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028

Aug 20, 20261h 22m

MacroVoices #545 Michael Howell: Warsh vs. The Markets

Aug 13, 20261h 6m

MacroVoices #544 Viktor Shvets: How Markets Survive Disruption

Aug 6, 20261h 2m

MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market?

Jul 30, 20261h 7m

MacroVoices #542 Luke Gromen: As The Conflict Turns

Jul 23, 20261h 4m

MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching

Jul 16, 20261h 56m

MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market

Jul 9, 202641 min

MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?

Jul 2, 202658 min

MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?

Jun 25, 20261h 0m

MacroVoices #537 Brent Johnson: There’s No Turning Back

Jun 18, 20261h 28m

MacroVoices #536 Larry Mcdonald: The Migration is Upon us

Jun 11, 20261h 20m

MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft

Jun 4, 20261h 37m

MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?

May 28, 20261h 50m

MacroVoices #533 Morgan Downey: The Return of Oil 101

May 21, 20261h 22m

MacroVoices #532 Mike Green: Record Mechanical Flows

May 14, 20261h 46m

MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict

May 7, 20261h 19m

MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War

Apr 30, 20261h 14m

MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis

Apr 23, 20261h 12m

MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment

Apr 16, 20261h 34m

MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis

Apr 9, 20261h 37m

Ep 1319MacroVoices #526 Matt Barrie: Pay To PrAI

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://bit.ly/47Ca0Z5 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4v7Mq0k ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Apr 2, 20262h 15m

Ep 1318MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://bit.ly/4rZghp4 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lT8ffT ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Mar 26, 20261h 38m

Ep 1317MacroVoices #524 Simon White: War + Inflation = More Inflation

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4sQKUO3 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Mar 19, 20261h 54m

Ep 1316MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46TIhTf ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Mar 12, 20261h 52m

Ep 1315MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They’ll discuss big picture of what the advanced nuclear industry needs to do in order to bring the cost of nuclear energy down to the cost of energy from fossil fuels. https://bit.ly/4aR4ovZ 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uct7CA ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Mar 5, 20261h 13m

Ep 1314MacroVoices #521 Jeff Currie: The Great Rotation

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. https://bit.ly/40imDo9 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tWtb9t ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Feb 26, 20261h 1m

Ep 1313MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qLRvIf ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Feb 19, 20261h 15m

Ep 1312MacroVoices #519 Alex Gurevich: The Next Perfect Trade

MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex’s new book just released on Amazon. https://bit.ly/4tzXAdi Buy Alex's new book 'The Next Perfect Trade' available on Amazon 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3OgmkY0 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Feb 12, 20261h 1m

Ep 1311MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss the events that have transpired in energy markets since Dr. Alhajji’s last interview in November. they'll also cover all the big geopolitical risks, and then end on the three big events he’s watching in this week’s energy markets. https://bit.ly/4qfojcf 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4bxnBDI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Feb 5, 20261h 29m

Ep 1310MacroVoices #517 Justin Huhn: Uranium at The Tipping Point

MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They’ll discuss the outlook for nuclear energy generally and for uranium markets in particular https://bit.ly/4rgcNyd 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qRKO8v ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Jan 29, 20261h 28m

Ep 1309MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis

MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They’ll discuss why China is holding all the cards, and how those cards were served them, not only on a “silver platter”, but on a platter made from silver mined elsewhere but refined in China. https://bit.ly/3LZRwKf 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4bcxMgT ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Jan 22, 20261h 6m

Ep 1308MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They will discuss all things crude oil, starting with the Venezuela news and what it means for markets, then moving on to Iran, the U.S. Strategic Petroleum Reserve, and much more https://bit.ly/4qnVjQs 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3LrQVRr ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Jan 15, 20261h 10m

Ep 1307MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius thinks that one year from now in January 2027, we’ll probably look back on 2026 as an up year for most financial markets. But Darius says put your seat belt on for the first few months of the year, which he thinks could be quite turbulent. https://bit.ly/49LhPNe ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/49eoyzj 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag

Jan 8, 20261h 15m

Ep 1306MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don’t, beyond any doomsday narrative. https://bit.ly/3YiVdNL ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Dec 31, 20251h 24m

Ep 1305MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Dec 24, 20251h 18m

Ep 1304MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/492eOqi ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Dec 18, 20251h 16m

Ep 1303MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pYRalp ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Dec 11, 20251h 7m

Ep 1302MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aqSkBK ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Dec 4, 20251h 12m

Ep 1301MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/483OoFv ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Nov 26, 20251h 4m

Ep 1300MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pkiqdI ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Nov 20, 20251h 12m