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Macro Voices

Macro Voices

330 episodes — Page 5 of 7

Ep 1148Energy Doc Episode #4: What’s wrong with Nuclear Energy?

Sneak preview of @ErikSTownsend’s upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it will take to solve it. 4th of 5 special episodes airing Sundays in January. Download associated .PDF https://bit.ly/3JoMzXD #OOTT

Jan 29, 20231h 4m

Ep 1147MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more

MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recession risk, equity market outlook, gold and much more. https://bit.ly/3WL6enD Download Big Picture Trading chartbook 📈📉https://bit.ly/3JzMktd ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Jan 26, 20231h 8m

Ep 1145MacroVoices #359 Lyn Alden: 2023 Macro Outlook

MacroVoices Erik Townsend welcomes Lyn Alden to the show. They revisit her crude oil outlook then dive into a slide deck exploring Lyn’s most interesting insights and perspectives for 2023. https://bit.ly/3Hif3Rw Download Lyn's chartbook: https://bit.ly/3QYL0l5 Download Big Picture Trading chartbook 📈📉https://bit.ly/3CZoLWk ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/@Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Jan 19, 20231h 6m

Ep 1143MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited

MacroVoices Erik Townsend welcomes the founder of the Ivanhoe mining empire, Robert Friedland to the show. They discuss the geopolitical change toward a multi-polar world, the war cycle, the coming energy crisis, deep geothermal energy, and much more. https://bit.ly/3W5oDLG Download Big Picture Trading chartbook 📈📉https://bit.ly/3kaiSiL ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Jan 12, 20231h 38m

Ep 1141MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half

MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j Download Darius Dale's chartbook: https://bit.ly/3WMxOBL Download Big Picture Trading chartbook 📈📉https://bit.ly/3VPjOGm ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Jan 5, 20231h 10m

Ep 1140MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn Download chartbook: https://bit.ly/3Q0FoGk Get a sample issue of Uranium Insider Pro Monthly Newsletter

Dec 29, 20221h 47m

Ep 1139MacroVoices #355 Mark Nelson: Understanding All Things Nuclear

In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on to discuss advanced nuclear technologies including small modular nuclear reactors, molten salt cooled reactors and Thorium-fuelled nuclear reactors. https://bit.ly/3Wg3q2J Radiant Energy Group Kirk Sorensen: Thorium, an alternative nuclear fuel Mothers for Nuclear Clean Core Thorium Energy Worlds Nuclear Association Library What Is Nuclear Energy? - Nick Touran The Story of Storage (Mark Nelson Masterclass) - Decouple Podcast Something's Rotten with French Nuclear- Decouple Podcast The Russian Atom feat. Mark Nelson- Decouple Podcast What Went Wrong at Vogtle? feat. Mark Nelson - Decouple Podcast A Hard Landing for Soft Energy - Decouple Podcast On the use and abuse of LCOE - Decouple Podcast Dutch Waste Facility Thread on Nuclear Waste Thread on Dutch Waste Facility Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Dec 22, 20222h 34m

Ep 1138MacroVoices #354 Jim Bianco: CPI, FOMC, China & More

MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll also discuss Jim’s outlook for fixed income, equities, gold, and more. https://bit.ly/3HEMnTf Download Big Picture Trading chartbook 📈📉https://bit.ly/3uRzsFU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Dec 15, 20221h 20m

Ep 1137MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions

MacroVoices welcomes Luke Gormen to the show to discuss whether the bear market rally in equities is over, whether inflation has peaked, and how the U.S. Government will fund deficit spending in an era when China and Russia are no longer ready buyers of U.S. debt issuance. https://bit.ly/3FBdjBV Download Big Picture Trading chartbook 📈📉https://bit.ly/3uTeDKB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Dec 8, 20221h 21m

Ep 1136MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go

MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1 Download Big Picture Trading chartbook 📈📉https://bit.ly/3XRzkn6 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Dec 1, 20221h 19m

Ep 1135MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Nov 23, 20221h 45m

Ep 1134MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR Download Big Picture Trading chartbook 📈📉http://bit.ly/3Of5Ye4 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/ Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Nov 17, 20221h 36m

Ep 1133MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT Check out Commodity Context: https://www.commoditycontext.com/ Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Nov 10, 20221h 51m

Ep 1132MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7 Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check 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

Nov 3, 20221h 17m

Ep 1131MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi Download Ole's charts: https://bit.ly/3DbCxo5 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Oct 27, 20221h 14m

Ep 1130MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q Download Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Oct 20, 20221h 22m

Ep 1129MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think

MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FS Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CSUx7M ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Oct 13, 20221h 28m

Ep 1128MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead

MacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4 Download Alex's Charts: https://bit.ly/3fPgCLB Download Big Picture Trading chartbook 📈📉 https://bit.ly/3EnRLZj ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Oct 6, 20221h 19m

Ep 1127MacroVoices #343 Jeff Snider: Why the Dollar Remains King

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxY Download Jeff’s slide deck: https://bit.ly/3SK5myg Download Big Picture Trading chartbook 📈📉 https://bit.ly/3dWjtSf ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://bit.ly/3SqTy45 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Sep 29, 20221h 27m

Ep 1126MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Sep 22, 20221h 42m

Ep 1125MacroVoices #341 Jim Bianco: Inflation Is Not Going Away

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. https://bit.ly/3QO1Ml9 Download Big Picture Trading chartbook 📈📉https://bit.ly/3BhRi81 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Sep 15, 20221h 18m

Ep 1124MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU Download Big Picture Trading chartbook 📈📉https://bit.ly/3x9ZjuB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Sep 8, 20221h 23m

Ep 1123MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe Download ECRI charts: https://bit.ly/3RdHC5a ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Sep 1, 202255 min

Ep 1122MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR Download Brent's charts: https://bit.ly/3TsiU2C Download Big Picture Trading chartbook 📈📉https://bit.ly/3Tgb0ci ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Aug 25, 20221h 4m

Ep 1121MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine

MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV Download Leigh's charts: https://bit.ly/3dGIUXy Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6 Download Big Picture Trading chartbook 📈📉https://bit.ly/3dtOHPZ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Aug 18, 20221h 11m

Ep 1120MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?

MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9 Download Charlie's slides: https://bit.ly/3BZze4t Download Big Picture Trading chartbook 📈📉https://bit.ly/3SJLw73 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Aug 11, 20221h 25m

Ep 1119MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession

MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv Download David's charts: https://bit.ly/3OYUhqS Check out David's newsletter Haymaker David's audio book - Bubble 3.0 (get 33% off with code MacroV33) ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Aug 4, 20221h 20m

Ep 1118MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis

MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA Download Big Picture Trading chartbook 📈📉https://bit.ly/3oCJ04B ✅Sign up for a FREE 14-day 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

Jul 28, 20221h 43m

Ep 1117MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp Download Harley’s slidedeck 📈📉 https://bit.ly/3aYGHpq Download Big Picture Trading chartbook 📈📉https://bit.ly/3Oq3FDw ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Jul 21, 20221h 40m

Ep 1116MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM Download Lyn's Slide deck 📈📉 https://bit.ly/3z2H6jL Download Big Picture Trading Chartbook 📈📉 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

Jul 14, 20221h 25m

Ep 1115MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI Download Jeff's Charts 📈📉 https://bit.ly/3c1vHrD Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NQoN5u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Jul 7, 20221h 29m

Ep 1114MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he says there’s plenty of room for both markets and the economy to get worse before they get better. https://bit.ly/3OBv9qy Download Julian's Charts 📈📉 https://bit.ly/3uCyTQX Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3acmCeG ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Jun 30, 20221h 30m

Ep 1113MacroVoices #329 Darius Dale: A Recession Is The Bull Case

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc Download 42 Macro charts here 👉 https://bit.ly/3buzrBG Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ydQIHY ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Jun 23, 20221h 31m

Ep 1112MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis

MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Qr8pes ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Jun 16, 20221h 32m

Ep 1111MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible

MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3mAPyQa ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Jun 9, 20221h 27m

Ep 1110MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022

MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that subject on this week’s gold-focused show. https://bit.ly/3tc23FN Ronnie's slide deck 📄 In Gold We Trust Report 2022 In Gold We Trust Report 2022 - Compact Version IGWT 2022 Summary Video IGWT 2022 Press Conference Big Picture Trading Chart Book June 2 2022 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Jun 2, 20221h 14m

Ep 1109MacroVoices #325 Tian Yang: Is it over yet? What do the data say?

MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM Download Variant Perception Leading Indicator Watch 📑 https://bit.ly/3GCRd17 Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NCyrJh ✅Sign up for a FREE 14-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

May 26, 20221h 18m

Ep 1108MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway

MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI Join Free LIVE webinar this Sunday May 22nd at 11am ET: https://bit.ly/3FYN4nL Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Nm7wkQ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

May 19, 20221h 29m

Ep 1107MacroVoices #323 David Rosenberg: The Fed Put Has Expired

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by his perma-bull peers. Seems he was onto something, and he joins us again to give us an update. https://bit.ly/3svCtLo Rosenberg Research 30-Day Free Trial: https://bit.ly/3L3yWKM Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3wqdo5D ✅Sign up for a FREE 14-day trial at Big 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

May 12, 20221h 26m

Ep 1106MacroVoices #322 Josh Crumb: The Future of Decentralized Finance

MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a deep dive on the future of decentralized finance. https://bit.ly/3Firk5K Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

May 5, 20221h 48m

Ep 1105MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun

MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF Download Ole's charts 📈📉https://bit.ly/37LYFtN Download Big Picture Trading Chartbook 📈📉 https://bit.ly/39pax5j ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Apr 28, 20221h 26m

Ep 1104MacroVoices #320 Mike Green: Investment Strategies for World War III

MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3 Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3xLReNO ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Apr 21, 20221h 11m

Ep 1103MacroVoices #319 Jim Bianco: The Future of Decentralized Finance

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run. Link: https://bit.ly/3vhQU6o

Apr 14, 20221h 29m

Ep 1102MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG

MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ Blain's Morning Porridge 📄: https://morningporridge.com/ Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ujHZlN ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Apr 7, 20221h 16m

Ep 1101MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics

MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more. Download a sample issue of Note at the Margin https://bit.ly/3IYA3KJ Visit Dakota Gold: https://dakotagoldcorp.com/ Follow on Dakota Gold on Twitter: https://bit.ly/3Nw2kvA And on LinkedIn: https://bit.ly/3NFakdZ Link: https://bit.ly/3DH9Gbn

Mar 31, 20221h 18m

Ep 1100MacroVoices #316 Daniel Lacalle: Energy in the New War Economy

MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3iBeepY ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Mar 24, 20221h 8m

Ep 1099MacroVoices #315 Joseph Wang: Post-FOMC Rundown

MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency. Link: https://bit.ly/3wiuUdM Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3MVD3uJ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

Mar 17, 20221h 5m

Ep 1098MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical

MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead. Download ECRI charts: https://bit.ly/3J6fcGm Download Postgame charts: https://bit.ly/3tGbdJO Link: https://bit.ly/3I06msk

Mar 10, 20221h 16m

Ep 1097MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started

MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted. WWIII Has Already Started - By Dr. Pippa Malmgren: https://bit.ly/3pCtJSa Link: https://bit.ly/3sEO1MZ

Mar 3, 20221h 19m

Ep 1096MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets. Link: https://bit.ly/3LZ2TgU

Feb 25, 20221h 18m