Alle afleveringen
300 afleveringen, van nieuw naar oud
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MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
5 december 2024 · 1 uur 11 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm Lees meer
⚫ Follow Justin on X: https://www.x.com/UraniumInsider
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MacroVoices #456 Jeff Currie: Repricing of Macro Markets
27 november 2024 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO Lees meer
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
21 november 2024 · 1 uur 9 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X Lees meer
⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #454 Vincent Deluard: The Five Body Problem
14 november 2024 · 1 uur 19 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN Lees meer
⚫ Follow Vincent on X: https://www.x.com/VincentDeluard
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MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election
7 november 2024 · 1 uur 31 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX Lees meer
⚫ Follow Pippa X: https://www.x.com/DrPippaM
⚫ Subscribe To Pippa’s Substack: https://drpippa.substack.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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
31 oktober 2024 · 1 uur 15 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb Lees meer
⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS
24 oktober 2024 · 1 uur 10 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt Lees meer
⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
17 oktober 2024 · 1 uur 2 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL Lees meer
⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/
⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji
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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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #449 Harley Bassman: The Magic of Mortgages
10 oktober 2024 · 56 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9 Lees meer
⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven
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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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
3 oktober 2024 · 1 uur 11 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65 Lees meer
⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen
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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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
26 september 2024 · 56 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp Lees meer
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #446 Matt Barrie: AI’ll Be Back!
19 september 2024 · 1 uur 19 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3 Lees meer
⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity:https://discord.gg/Rvnsv6Y
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MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory
12 september 2024 · 1 uur 11 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT Lees meer
⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch
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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
5 september 2024 · 1 uur 21 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK Lees meer
⚫ Follow Sachem Cove Partners on X: https://www.x.com/SachemCove
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eehoKL
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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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
29 augustus 2024 · 1 uur 7 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm Lees meer
⚫ Follow Viktor on X: https://www.x.com/ViktorShvets
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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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #442 Ole Hansen: Year of The Metals
22 augustus 2024 · 1 uur 2 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not. Lees meer
https://bit.ly/3T3rypx
⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen
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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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Visit OptionFinity: www.optionfinity.com
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles
15 augustus 2024 · 1 uur 6 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p Lees meer
⚫ Follow Diego on X: https://www.x.com/ParrillaDiego
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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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #440 Louis-Vincent Gave: What Just Happened?
8 augustus 2024 · 1 uur 32 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn Lees meer
⚫ Follow Louis on X: https://www.x.com/Gave_Vincent
⚫ Find Out More: https://web.gavekal.com/
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dACC5j
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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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
1 augustus 2024 · 1 uur 14 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV Lees meer
⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston
⚫ Find Out More: https://www.commoditycontext.com/
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Ag1QaI
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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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets
25 juli 2024 · 1 uur 26 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU Lees meer
⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic
⚫ Find Out More: https://www.bcaresearch.com/
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Yk6iPQ
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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/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More
18 juli 2024 · 1 uur 5 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK Lees meer
⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact
⚫ Find Out More: https://www.lynalden.com
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3WbYmgH
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #436 Tian Yang: Left & Right Tails
12 juli 2024 · 1 uur 1 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc Lees meer
⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception
⚫ Find Out More About Variant Perception: https://www.variantperception.com/
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eWdN5o
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement
3 juli 2024 · 55 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P Lees meer
⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?
27 juni 2024 · 1 uur 4 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH Lees meer
⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/
⚫ Follow Bill on X: https://www.x.com/bill_blain
🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3zlNrJI
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MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
20 juni 2024 · 1 uur 5 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA Lees meer
⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/
⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie
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MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
13 juni 2024 · 1 uur 8 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb Lees meer
⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/
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MacroVoices #431 Lakshman Achuthan: 2024 Turning Points
6 juni 2024 · 55 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v Lees meer
⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle
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MacroVoices #430 Jim Bianco: Rate Hike On Deck
30 mei 2024 · 1 uur 9 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E Lees meer
⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch
⚫ Check Out Bianco Research: https://www.biancoresearch.com
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MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics
23 mei 2024 · 1 uur 7 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo Lees meer
⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji
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MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
16 mei 2024 · 1 uur 11 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub Lees meer
⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen
⚫ Check Out: https://www.gorozen.com/
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MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
9 mei 2024 · 1 uur 30 min
MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu Lees meer
⚫ Find out More: https://www.copenhagenatomics.com/
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MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
2 mei 2024 · 1 uur 10 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d Lees meer
⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund
⚫ Find out More: https://santiagocapital.com/
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MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
25 april 2024 · 1 uur 5 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP Lees meer
⚫ Follow Alex on X: @agurevich23
⚫ Find out More: honteinv.com
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MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
18 april 2024 · 1 uur 5 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L Lees meer
⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston
⚫ Find out More: https://www.commoditycontext.com
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
11 april 2024 · 1 uur 17 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6 Lees meer
⚫ Follow Justin on X: @UraniumInsider
⚫ Find out More: www.uraniuminsider.com
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
4 april 2024 · 1 uur 1 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP Lees meer
⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO
⚫ Follow Larry on X: @Convertbond
⚫ Find out More: thebeartrapsreport.com
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
28 maart 2024 · 58 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np Lees meer
⚫ Follow Luke on X: @LukeGromen
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
21 maart 2024 · 1 uur 7 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn Lees meer
⚫ Follow Ole on X: @Ole_S_Hansen
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
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MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
14 maart 2024 · 1 uur 7 min
MacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI Lees meer
⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
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MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
7 maart 2024 · 1 uur 10 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0 Lees meer
⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU
⚫ Visit EuroDollar University: https://www.eurodollar.university/
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
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MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
29 februari 2024 · 1 uur 3 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4 Lees meer
⚫ Follow Jim on X: @BiancoResearch
⚫ Check Out Bianco Research: https://www.biancoresearch.com
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
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MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
22 februari 2024 · 1 uur 14 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq Lees meer
⚫ Follow Mike on X: https://www.twitter.com/profplum99
⚫ Follow Mike on Substack : https://www.yesigiveafig.com/
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
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MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
15 februari 2024 · 1 uur 3 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej Lees meer
⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception
⚫ Find Out More About Variant Perception: https://www.variantperception.com
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
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MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
8 februari 2024 · 1 uur 9 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA Lees meer
⚫ Follow Louis on X: https://twitter.com/Gave_Vincent
⚫ Find Out More About Gavekal: https://web.gavekal.com/
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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr
🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity
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MacroVoices #413 Darius Dale: Still Bullish
1 februari 2024 · 1 uur 3 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish. Lees meer
🔻Download 42 Macro Chart Book: https://bit.ly/3SeLTXO
⚫ Follow Darius on X: https://twitter.com/DariusDale42
⚫ Find Out More About 42 Macro: https://42macro.com/
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr
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✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y
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Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
25 januari 2024 · 1 uur 10 min
MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT Lees meer
⚫ Follow Anas on X: https://twitter.com/anasalhajji
⚫ Check Out Anas’s Substack: https://anasalhajjieoa.substack.com/
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr
🔻Download This Episode's Chartbook: 📈📉: https://bit.ly/3vPppVK
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
🔴 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
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MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
18 januari 2024 · 55 min
MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3 Lees meer
⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland
⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/
🌟The Gold Standard of Profits🌟
𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩
Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar
Monday January 22nd, 2024 at 1:00pm ET
Register here for 𝗙𝗥𝗘𝗘: https://www.bigpicturetrading.com/gold
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr
🔻Download This Episode's Chartbook: 📈📉: https://bit.ly/3HpyhE0
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
🔴 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
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MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
11 januari 2024 · 1 uur 30 min
MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares. Lees meer
⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider
⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com
🌟The Gold Standard of Profits🌟
𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩
Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar
Monday January 15th, 2024 at 1:00pm ET
Register here for 𝗙𝗥𝗘𝗘: https://www.bigpicturetrading.com/gold
🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr
🔻Download This Episode's Chartbook: 📈📉: https://bit.ly/3vxVG3y
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
🔴 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
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MacroVoices #409 Mark Nelson: All Things Nuclear Energy
4 januari 2024 · 2 uur 10 min
MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on the contemporary challenges entwined with nuclear regulations. https://bit.ly/3H52Kan Lees meer
Follow Mark Nelson on X: https://twitter.com/energybants
Check Out: https://www.radiantenergygroup.com/
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr
Download This Episode's Chartbook: 📈📉: https://bit.ly/3S4KyDS
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
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
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MacroVoices #408 Lyn Alden: Broken Energy
28 december 2023 · 1 uur 48 min
MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complications that may arise with each. https://bit.ly/3RAdIJW Lees meer
Follow Lyn on X: https://twitter.com/LynAldenContact
Check Out: https://www.lynalden.com/Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr
Download Lyn Alden's: Broken Energy Chart Book 📈📉: https://bit.ly/3RwBDK6
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD
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