Alle afleveringen
300 afleveringen, van nieuw naar oud
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MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble
20 november 2025 · 1 uur 12 min
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 Lees meer
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MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More
13 november 2025 · 58 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89 Lees meer
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MacroVoices #505 Michael Every: Does Anyone Remember PMIs?
6 november 2025 · 1 uur 7 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ Lees meer
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MacroVoices #504 Brent Johnson: The Genius of Stablecoins
30 oktober 2025 · 1 uur 5 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren’t interested in crypto assets. https://bit.ly/4oMi7IB Lees meer
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MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium
23 oktober 2025 · 1 uur 22 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ Lees meer
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MacroVoices #502 Tian Yang: A Whiff of Reflation?
16 oktober 2025 · 53 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np Lees meer
Variant Perception: https://variantperception.com/macro-pack/
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MacroVoices #501 Matt Barrie: AI Caramba?
9 oktober 2025 · 1 uur 9 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3 Lees meer
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MacroVoices #500 Lyn Alden: What Will Stop This Train?
2 oktober 2025 · 1 uur 16 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y Lees meer
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MacroVoices #499 Has The Luke Gromen Moment Arrived?
25 september 2025 · 1 uur 32 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t Lees meer
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MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?
18 september 2025 · 1 uur 5 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t Lees meer
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MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+
11 september 2025 · 1 uur 1 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI Lees meer
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MacroVoices #496 Jim Bianco: The Post Covid Economy
4 september 2025 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp Lees meer
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MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers
28 augustus 2025 · 1 uur 2 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV Lees meer
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MacroVoices #494 Micheal Every: Markets, Policy, Russia & More
21 augustus 2025 · 1 uur 5 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU Lees meer
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MacroVoices #493 Ole Hansen: Commodities Are Heating Up!
14 augustus 2025 · 1 uur 3 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog Lees meer
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MacroVoices #492 Daniel Lacalle: The End of American Exceptionalism?
7 augustus 2025 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU’s relationship with the United States, precious metals, energy, and much more. https://bit.ly/4llKZ8z Lees meer
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MacroVoices #491 Rick Rule: Oil, Uranium & Precious Metals
31 juli 2025 · 1 uur 13 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule. They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34 Lees meer
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MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK
24 juli 2025 · 1 uur 23 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the U.S. dollar as reserve currency to America's possible transition into a 7th party political system and even some shocking revelations about Jeffrey Epstein that go far beyond the usual headlines. https://bit.ly/3H2eFt1 Lees meer
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MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?
17 juli 2025 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary debasement, so investors should take profits before that chapter begin. https://bit.ly/3GRPBou Lees meer
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MacroVoices #488 Lyn Alden: Run It Hot!
10 juli 2025 · 1 uur 16 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further upside for equity markets. https://bit.ly/4lFuowO Lees meer
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MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets
3 juli 2025 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt Lees meer
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MacroVoices #486 David Rosenberg: Navigating Choppy Waters
26 juni 2025 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO Lees meer
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MacroVoices #485 Jeff Currie: The Joule Order
18 juni 2025 · 1 uur 10 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu Lees meer
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MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum
12 juni 2025 · 1 uur 10 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. https://bit.ly/4jSlHOz Lees meer
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MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America
5 juni 2025 · 59 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. https://bit.ly/43OuZVM Lees meer
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MacroVoices #482 Mike Green: What The Market Is Not Discounting
29 mei 2025 · 1 uur 1 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c Lees meer
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MacroVoices #481 Jim Bianco: This is The End of The Beginning
22 mei 2025 · 1 uur 6 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, dominated by tariff strategies, may be winding down, Jim warns that this is just the opening act. https://bit.ly/3Zw8Bip Lees meer
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MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles
15 mei 2025 · 1 uur 12 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z Lees meer
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MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?
8 mei 2025 · 1 uur 19 min
Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG & much more. https://bit.ly/43ldvBg Lees meer
What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji
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MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher
1 mei 2025 · 1 uur 13 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t Lees meer
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MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
24 april 2025 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA Lees meer
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MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?
17 april 2025 · 1 uur 13 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI Lees meer
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MacroVoices #475 Simon White: The Dawn of A New Financial Order
10 april 2025 · 1 uur 20 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq Lees meer
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MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!
3 april 2025 · 1 uur 30 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8fs Lees meer
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MacroVoices #473 Matt Barrie: AI of The Storm
27 maart 2025 · 1 uur 24 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to personal data privacy. https://bit.ly/42ioKtA Lees meer
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MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets
20 maart 2025 · 1 uur 15 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr Lees meer
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MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
13 maart 2025 · 1 uur 14 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB Lees meer
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MacroVoices #470 Michael Every: A Week Where Decades Happen?
6 maart 2025 · 1 uur 1 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j Lees meer
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MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens
27 februari 2025 · 1 uur 10 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https://bit.ly/4i8hfL4 Lees meer
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MacroVoices #468 Darius Dale: Changing World Order
20 februari 2025 · 1 uur 16 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM Lees meer
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MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord
13 februari 2025 · 1 uur 22 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On Lees meer
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MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
6 februari 2025 · 1 uur 4 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz Lees meer
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MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
30 januari 2025 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ Lees meer
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MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
23 januari 2025 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9 Lees meer
⚫ Follow Michael on X: @themichaelevery
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MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
16 januari 2025 · 1 uur 14 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4 Lees meer
⚫ Follow Izabella on X: @izakaminska
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MacroVoices #462 Luke Gromen: 2025 Outlook
9 januari 2025 · 1 uur
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV Lees meer
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MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition
31 december 2024 · 1 uur 55 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK Lees meer
⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/
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MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition
24 december 2024 · 1 uur 58 min
MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Renaissance. https://bit.ly/3ZKN9FI Lees meer
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MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
19 december 2024 · 1 uur 11 min
MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s Lees meer
⚫ Check out Eurasia Group: https://www.eurasiagroup.net/
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MacroVoices #458 David Rosenberg: Lament of A Bear
12 december 2024 · 1 uur 10 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn Lees meer
⚫ Follow David on X: https://www.x.com/EconGuyRosie
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