Macro Voices

Afleveringen

1. MacroVoices #556 Luke Gromen: US Midterms & Beyond

   29 oktober 2026 · 55 min

   Afspelen
   MacroVoices Erik Townsend & Patrick Ceresna welcome Luke Gromen. They discuss why the economic fallout from the prolonged Strait of Hormuz disruption has been slower than expected, with China’s reduced oil demand and coordinated strategic reserve releases helping cushion the supply shock, and why the bigger credit risk from AI may sit with the consumer. https://bit.ly/4sufi1M Lees meer

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

   22 oktober 2026 · 1 uur 40 min

   Afspelen
   MacroVoices Erik Townsend & Patrick Ceresna welcome Dr. Anas Alhajji and Louis-Vincent Gave. They discuss Anas’s takeaways from the Riyadh Energy Week conferences and how the “three seas crisis” in the Gulf, Red Sea, and Black Sea, is reshaping energy security and global supply chains. We also have Louis discussing the recent developments in France. Lees meer

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

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3. MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants

   15 oktober 2026 · 1 uur 13 min

   Afspelen
   MacroVoices Erik Townsend & Patrick Ceresna welcome Yasir Arafat. They discuss Aalo Atomics’ plan to mass-produce small nuclear reactors, initially for AI data centers, and the scale of the power demand the company hopes to serve. Arafat describes how factory production and repeated designs could lower costs, while identifying supply-chain growth as a major challenge. They also discuss using low-enriched uranium in the near term, the longer-term potential of fast-spectrum reactors and fuel recycling, changing U.S. policies on nuclear energy, and competition with China. https://bit.ly/3TTkNdH Lees meer

   Find out more: https://www.aalo.com/

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

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

4. MacroVoices #553 Brent Johnson: Disparate Housewives

   8 oktober 2026 · 1 uur 5 min

   Afspelen
   MacroVoices Erik Townsend & Patrick Ceresna welcome Brent Johnson. They discuss the dollar’s recent strength and Johnson’s longer-term bullish outlook, while allowing for a short-term pullback. They consider gold’s support level and the possibility of further declines if the dollar rises, alongside Johnson’s view that the current area could be a buying opportunity. Johnson also outlines his thesis that the Fed and Treasury may work more closely together, including the theoretical possibility of revaluing U.S. gold holdings. https://bit.ly/3Wg8EjB Lees meer

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5. MacroVoices #552 David Rosenberg: Navigating The Noise

   1 oktober 2026 · 1 uur 7 min

   Afspelen
   MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift and higher real yields, potential midterm gridlock and Treasury issuance as bond-market catalysts, Chinese open-source AI and housing weakness as disinflationary forces, the gold outlook, and the ROSY ETF and book news. Lees meer

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

   25 september 2026 · 1 uur 1 min

   Afspelen
   They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America into a U.S.-led bloc against a China–Russia–Iran–North Korea axis, and how fears of a 2027 Taiwan move, AI supremacy, and tactical nuclear escalation are reshaping markets, capital flows, and national security. Lees meer

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

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

7. MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle

   24 september 2026 · 1 uur 12 min

   Afspelen
   MacroVoices Erik Townsend & Patrick Ceresna welcome Michael Every. They discuss how escalating Iran–Middle East and Russia–Ukraine conflicts are weaponizing energy markets, why a looming global diesel crunch could fracture the “one-world” oil system into U.S.-led regional blocs, and how Washington may increasingly use tools like export bans, Arctic basing rights, and even dollar stablecoins as instruments of geopolitical statecraft against China and other rivals. https://bit.ly/4iRZKlX Lees meer

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

8. MacroVoices #550 Harley Bassman: In FED We Trust

   17 september 2026 · 1 uur 7 min

   Afspelen
   MacroVoices Erik Townsend & Patrick Ceresna welcome Harley Bassman. They discuss the Fed’s credibility crisis, the fiscal recklessness behind higher term premiums, and how mortgage convexity, ETFs, and hyperscaler borrowing are rewiring the global bond market. https://bit.ly/46wQwnB Lees meer

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

9. MacroVoices #549 Matt Barrie: AI-gent Provocateur

   10 september 2026 · 1 uur 19 min

   Afspelen
   MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss the rise of agentic AI and cheap open‑source models, how running AI on your own hardware will reshape enterprises and how this shift will massively disrupt white‑collar work. Lees meer

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

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

    3 september 2026 · 49 min

    Afspelen
    MacroVoices Erik Townsend & Patrick Ceresna welcome, Carly Anderson. They discuss the coming “nuclear renaissance” driven by small modular reactors and mass manufacturing and how deep‑tech venture investing and industrial robotics can accelerate this energy transition. Lees meer

    https://bit.ly/3Up1SaC

    Website: https://timescale.vc

    Substack: https://timescalevc.substack.com/ (coming soon)

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

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

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