Alle afleveringen
300 afleveringen, van nieuw naar oud
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MacroVoices #556 Luke Gromen: US Midterms & Beyond
29 oktober 2026 · 55 min
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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MacroVoices #554 Dr. Anas Alhajji + Louis-Vincent Gave: Developing Crises in Middle-East and France
22 oktober 2026 · 1 uur 40 min
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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MacroVoices #554 Yasir Arafat: Mass Manufacturing Nuclear Power Plants
15 oktober 2026 · 1 uur 13 min
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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MacroVoices #553 Brent Johnson: Disparate Housewives
8 oktober 2026 · 1 uur 5 min
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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MacroVoices #552 David Rosenberg: Navigating The Noise
1 oktober 2026 · 1 uur 7 min
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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MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)
25 september 2026 · 1 uur 1 min
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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MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle
24 september 2026 · 1 uur 12 min
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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MacroVoices #550 Harley Bassman: In FED We Trust
17 september 2026 · 1 uur 7 min
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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MacroVoices #549 Matt Barrie: AI-gent Provocateur
10 september 2026 · 1 uur 19 min
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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MacroVoices #548 Dr. Carly Anderson: Emerging Energy Technologies Roundup
3 september 2026 · 49 min
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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MacroVoices #547 Daniel Lacalle: The Future of Reserve Currency
27 augustus 2026 · 42 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They discuss sovereign debt, inflation, and the rise of cryptocurrencies and stablecoins forcing a shift toward more decentralised monetary systems. Lees meer
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MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028
20 augustus 2026 · 1 uur 23 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss how fourth-turning dynamics, debt “disease,” and policy manipulation are reshaping bond markets. https://bit.ly/4cSYSJI Lees meer
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MacroVoices #545 Michael Howell: Warsh vs. The Markets
13 augustus 2026 · 1 uur 6 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next. https://bit.ly/3UfVKBc Lees meer
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MacroVoices #544 Viktor Shvets: How Markets Survive Disruption
6 augustus 2026 · 1 uur 2 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Viktor Shvets. They discuss everything from Hormuz to Inflation signals to precious metals to the k-shaped economy. https://bit.ly/4wHXdyt Lees meer
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MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market?
30 juli 2026 · 1 uur 7 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They will discuss this weeks FOMC meeting. https://bit.ly/4wz7e16 Lees meer
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MacroVoices #542 Luke Gromen: As The Conflict Turns
23 juli 2026 · 1 uur 4 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss how the Strait of Hormuz remained closed for months, why crude oil prices did not respond as expected, and what may happen as the conflict re-escalates. They also cover precious metals, inflation, monetary policy, and other major macroeconomic developments. https://bit.ly/45gBPnZ Lees meer
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MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watching
16 juli 2026 · 1 uur 56 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss Anas’s review on how we got into this conflict and why he still believes that it was the goal of the United States to close Hormuz. https://bit.ly/4wKIgvh Lees meer
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MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Market
9 juli 2026 · 42 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u Lees meer
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MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?
2 juli 2026 · 58 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They discuss the Hormuz crisis, China’s role in tempering global oil demand, and the outlook for what comes next as negotiations evolve in the middle east. https://bit.ly/4eIFMaO Lees meer
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MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?
25 juni 2026 · 1 uur 1 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss the Hormuz crisis, Fed policy under new leadership, budget deficits, the AI trade, and AI's mounting demands on energy markets. https://bit.ly/4oJoM7q Lees meer
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MacroVoices #537 Brent Johnson: There’s No Turning Back
18 juni 2026 · 1 uur 28 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They’ll discuss the Iran deal, Brent’s outlook for the U.S. dollar, and much more. https://bit.ly/4xRl8ga Lees meer
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MacroVoices #536 Larry Mcdonald: The Migration is Upon us
11 juni 2026 · 1 uur 20 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They discuss what’s driven this sell-off, whether the Iran conflict had anything to do with it, and where the opportunities lie in today’s markets. https://bit.ly/4ebDAHe Lees meer
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MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraft
4 juni 2026 · 1 uur 37 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every & Rory Johnston. They discuss all things Iran from geopolitics to inflation outlook to what it means for China to President Trump and Secretary Bessent’s stablecoin statecraft ambitions. https://bit.ly/3RQ4ixB Lees meer
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MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?
28 mei 2026 · 1 uur 50 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Pippa Malmgren & Jim Bianco. They’ll discuss whether AI and Robotics are going to take our jobs, Nuclear Fusion, Disappearing Scientists, and much more. https://bit.ly/4tXAlJr Lees meer
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MacroVoices #533 Morgan Downey: The Return of Oil 101
21 mei 2026 · 1 uur 23 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Morgan Downey. They discuss the ongoing crisis, with Morgan warning that all buffers and safety margins have been exhausted, explaining why a Strait closure lasting another month could drive oil prices to $150–$200, and exploring several other critical dimensions of this rapidly evolving situation. https://bit.ly/3Pe3zpa Lees meer
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MacroVoices #532 Mike Green: Record Mechanical Flows
14 mei 2026 · 1 uur 47 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH Lees meer
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MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict
7 mei 2026 · 1 uur 19 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW Lees meer
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MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War
30 april 2026 · 1 uur 14 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://bit.ly/42Ek4O5. Lees meer
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MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis
23 april 2026 · 1 uur 13 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how to trade it, and a longer term outlook for secular inflation. https://bit.ly/3OXHPNV Lees meer
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MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
16 april 2026 · 1 uur 34 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj Lees meer
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MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis
9 april 2026 · 1 uur 37 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX Lees meer
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MacroVoices #526 Matt Barrie: Pay To PrAI
2 april 2026 · 2 uur 16 min
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 Lees meer
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MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit
26 maart 2026 · 1 uur 38 min
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 Lees meer
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MacroVoices #524 Simon White: War + Inflation = More Inflation
19 maart 2026 · 1 uur 55 min
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 Lees meer
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MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict
12 maart 2026 · 1 uur 52 min
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 Lees meer
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MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
5 maart 2026 · 1 uur 13 min
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 Lees meer
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MacroVoices #521 Jeff Currie: The Great Rotation
26 februari 2026 · 1 uur 2 min
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 Lees meer
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MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft
19 februari 2026 · 1 uur 15 min
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 Lees meer
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MacroVoices #519 Alex Gurevich: The Next Perfect Trade
12 februari 2026 · 1 uur 1 min
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 Lees meer
Buy Alex's new book 'The Next Perfect Trade' available on Amazon
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MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative
5 februari 2026 · 1 uur 29 min
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 Lees meer
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MacroVoices #517 Justin Huhn: Uranium at The Tipping Point
29 januari 2026 · 1 uur 28 min
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 Lees meer
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MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis
22 januari 2026 · 1 uur 6 min
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 Lees meer
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MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High
15 januari 2026 · 1 uur 11 min
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 Lees meer
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MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off
8 januari 2026 · 1 uur 15 min
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 Lees meer
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MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?
31 december 2025 · 1 uur 24 min
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 Lees meer
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MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s
24 december 2025 · 1 uur 18 min
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 Lees meer
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MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026
18 december 2025 · 1 uur 17 min
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 Lees meer
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MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism
11 december 2025 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR Lees meer
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MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026
4 december 2025 · 1 uur 12 min
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 Lees meer
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MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change
26 november 2025 · 1 uur 5 min
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 Lees meer
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