Macro Voices

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300 afleveringen, van nieuw naar oud

  1. MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More

    21 december 2023 · 1 uur 31 min

    Afspelen
    MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why it happened, and what comes next. Jim says peak yields are NOT yet behind us... https://bit.ly/3RQyciC Lees meer

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TGqLfc

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    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

  2. MacroVoices #406 Matt Barrie: AI-pocalypse Now

    14 december 2023 · 1 uur 24 min

    Afspelen
    Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI may give us in a future not too far away. https://bit.ly/476Sauc Lees meer

    Read Matt’s ‘AI-pocalypse’ Article Here: https://bit.ly/3RIfJor

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3v3bZFq

    ✅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

  3. MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe

    7 december 2023 · 1 uur 27 min

    Afspelen
    MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR Lees meer

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    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41giQXR

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  4. MacroVoices #404 David Rosenberg: The Bond Bullion Barbell

    30 november 2023 · 1 uur 3 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg Lees meer

    Rosenberg Research Free Trial

    ✅SPECIAL WEBINAR - Register For FREE!: https://www.bigpicturetrading.com/hedge

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading Chartbook 📈📉:https://bit.ly/3sKrlxI

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  5. MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More

    22 november 2023 · 1 uur 14 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to what’s happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu Lees meer

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading Chartbook 📈📉:https://bit.ly/3sKrlxI

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J\

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  6. MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream

    16 november 2023 · 58 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN Lees meer

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

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  7. MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing​

    9 november 2023 · 1 uur 17 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital currencies and much more. https://bit.ly/468MiA2 Lees meer

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QPPxIe

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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  8. MacroVoices #400 Rory Johnston: All Things Oil

    2 november 2023 · 1 uur 24 min

    Afspelen
    MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb Lees meer

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3MOUvCL

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  9. MacroVoices #399 Ole S Hansen: Still Bullish Commodities

    26 oktober 2023 · 1 uur 14 min

    Afspelen
    MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalation risk is in the Israel conflict. https://bit.ly/46HF07i Lees meer

    Ole's Charts: https://bit.ly/3MdGBtm

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/477pvpg

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  10. MacroVoices #398 Lyn Alden: Broken Money

    19 oktober 2023 · 1 uur 30 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBR Lees meer

    Lyn Alden's Charts: https://bit.ly/46SXZeT

    Buy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EX

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46CDzHd

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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  11. MacroVoices #397 Alex Gurevich: The Real Rates Tsunami

    12 oktober 2023 · 1 uur 7 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasn’t been performing recently. https://bit.ly/3RW7Hcj Lees meer

    Alex's Market Note: https://bit.ly/3FhA9xH

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3PTuFOD

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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  12. MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed

    5 oktober 2023 · 1 uur 3 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next. Lees meer

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RFXd0u

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  13. MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back

    28 september 2023 · 1 uur 19 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation. Lees meer

    https://bit.ly/3tbJEeY

    Download Simon's Charts: Simon White - MacroVoices 28 2023

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RBr8a0

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  14. MacroVoices #394 Louis-Vincent Gave: China, Energy & More

    21 september 2023 · 1 uur 12 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz Lees meer

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sVfw7q

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  15. MacroVoices #393 Harley Bassman: Convexity Spells Opportunity

    14 september 2023 · 1 uur 10 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF Lees meer

    Download Harley's charts: https://bit.ly/45TT516

    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sRkWAq

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  16. MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative

    7 september 2023 · 1 uur 10 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd Lees meer

    Download Jesse’s charts: https://bit.ly/3Eu9PQt

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RbCyRu

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  17. MacroVoices #391 Brent Johnson: The Dollar Is Not Done

    31 augustus 2023 · 1 uur 13 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB Lees meer

    Download Brent’s charts: https://bit.ly/44xYY2r

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sEGm3s

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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  18. MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence

    24 augustus 2023 · 2 uur 5 min

    Afspelen
    In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW Lees meer

    AI know what you did last summer. - Matt Barrie

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  19. MacroVoices #389 Justin Huhn: Update On All Things Nuclear

    17 augustus 2023 · 1 uur 19 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y Lees meer

    Download Justin’s slide deck: https://bit.ly/3YEle9w

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KKFCAb

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  20. MacroVoices #388 Lakshman Achuthan: Recession Still On Deck

    10 augustus 2023 · 1 uur 10 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o Lees meer

    Download Lakshman’s Charts: https://bit.ly/45ndvih

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3DSqDAu

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  21. MacroVoices #387 Jeff Snider: On Deflation and Soft Landing

    3 augustus 2023 · 1 uur 13 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ Lees meer

    Download Jeff’s Charts: https://bit.ly/459utkc

    Visit Eurodollar University: https://www.eurodollar.university/

    Check out Eurodollar University on YouTube: https://www.youtube.com/@eurodollaruniversity

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3qgZ8xa

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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    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

  22. MacroVoices #386 Lyn Alden: Energy, Inflation & much more

    27 juli 2023 · 1 uur 2 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI Lees meer

    Download Lyn’s Charts: https://bit.ly/475fOZ4

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3rM2yZ8

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  23. MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More

    20 juli 2023 · 1 uur 15 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz Lees meer

    ⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/44vvLpG

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  24. MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated

    13 juli 2023 · 1 uur 12 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand recovery. https://bit.ly/3NPvcQC Lees meer

    Download Darius’ charts: https://bit.ly/3OdfHTN

    ⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️

    Sign up here ➡️ https://www.bigpicturetrading.com/money

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/46NTxyF

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  25. MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis

    6 juli 2023 · 57 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr Lees meer

    Download Juliette’s charts: https://bit.ly/3pyYn2f

    ⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️

    Sign up here ➡️ https://www.bigpicturetrading.com/money

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/44doN8K

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  26. MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars

    29 juni 2023 · 1 uur 6 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss the aborted coup in Russia last weekend before moving on to issues affecting the United States. https://bit.ly/3CQ9KG3 Lees meer

    Check out Pippa's substack: https://drpippa.substack.com/

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/46mv2bT

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  27. MacroVoices #381 Leigh Goehring: Global Food Crisis Update

    22 juni 2023 · 1 uur 4 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the formative global food crisis resulting from more of the world’s economies advancing to the point where far more people eat meat all over the world. https://bit.ly/3Pr09wU Lees meer

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CHC4u5

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    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

  28. MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI

    15 juni 2023 · 1 uur 7 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. https://bit.ly/3Cy5V84 Lees meer

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/42FY3fC

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    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

  29. MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more

    8 juni 2023 · 1 uur 1 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss whether inflation is transitory, sticky, or secular, the outlook for yields and equity markets, artificial intelligence, precious metals, and much more. https://bit.ly/42KlbcZ Lees meer

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/43u8tzU

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  30. MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown

    1 juni 2023 · 1 uur 8 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to the show to discuss all things precious metals - from the fundamental outlook to likely possibility of an even deeper correction than we’ve seen so far before the yellow metal makes an assault on new all-time highs in U.S. dollar terms. https://bit.ly/3WLKYQu Lees meer

    IGWT – Showdown: https://bit.ly/3oAxb2H
    In Gold We Trust Report: https://bit.ly/42qB4VO

    IGWT – Compact Version: https://bit.ly/3C4iQ1x

    Download Big Picture Trading chartbook 📈📉 https://bit.ly/3OR6Nwa

    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

    Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

    Join OptionFinity discord: https://discord.gg/Rvnsv6Y

    Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

  31. MacroVoices #377 Daniel Lacalle: On The Road To Stagflation

    25 mei 2023 · 1 uur 10 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more. https://bit.ly/43va5t7 Lees meer

    Check out Daniel's YouTube channel: https://www.youtube.com/@DanielLacalleInEnglish

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  32. MacroVoices #376 Tian Yang: When the Recession Becomes Obvious

    18 mei 2023 · 1 uur

    Afspelen
    Erik Townsend and Patrick Ceresna welcome Variant Perception CEO Tian Yang to the show to discuss the long-awaited U.S. recession, and the final flush in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl Lees meer

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  33. MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more

    11 mei 2023 · 1 uur 8 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more. Lees meer

    https://bit.ly/3VWbLsW

    Vanguard's trillion-dollar man leads a fixed-income revolution 📃 https://bit.ly/41twl4U

    Mike’s Substack: https://michaelwgreen.substack.com/

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  34. MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?

    4 mei 2023 · 59 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Whalen Global Advisors founder Chris Whalen to the show to discuss the formative banking crisis, what’s driving it, and what comes next. They also touch on the outlooks for stocks and precious metals. https://bit.ly/414Qj5S Lees meer

    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/

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  35. MacroVoices #373 Ole Hansen: Commodities Update

    27 april 2023 · 1 uur 14 min

    Afspelen
    MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y Lees meer

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  36. MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In

    20 april 2023 · 56 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for the stock market, and the long-awaited recession has finally begun now. They also discuss precious metals, bond yields and FOMC policy. https://bit.ly/43MiHMK Lees meer

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  37. MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year

    13 april 2023 · 1 uur 3 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming debt ceiling debate and how it will play into Federal Reserve policy, as well as the outlook for energy markets and energy stocks. https://bit.ly/41ijPWA Lees meer

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  38. MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium

    6 april 2023 · 1 uur 3 min

    Afspelen
    MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf Lees meer

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  39. MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation

    29 maart 2023 · 1 uur 17 min

    Afspelen
    MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the Pentagon played a role in orchestrating the Silicon Valley Bank bailout to protect defense technology interests, and that China rather than Russia has been the principal aggressor from the beginning of the Ukraine conflict. https://bit.ly/3ntCYGn Lees meer

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  40. MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more

    23 maart 2023 · 1 uur 17 min

    Afspelen
    MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more. Lees meer

    https://bit.ly/3K4aFal

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  41. MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse

    16 maart 2023 · 1 uur 24 min

    Afspelen
    MacroVoices Erik Townsend welcomes Forest for the Trees founder Luke Gromen to the show to discuss how the US Dollar has fared in the wake of central bank divestitures and Luke’s outlook for the dollar and other markets in the wake of Silicon Valley Bank’s collapse after the biggest bank run in U.S. history last Thursday. https://bit.ly/3mZTwVT Lees meer

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  42. MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times

    9 maart 2023 · 1 uur 10 min

    Afspelen
    MacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopolitical escalation risks to Chinese demand to why precious metals haven’t responded more to geopolitical risk escalation. https://bit.ly/3mzsKDH Lees meer

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  43. MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion

    2 maart 2023 · 1 uur 15 min

    Afspelen
    MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil would be released from the U.S. SPR months before it happened. They discuss the SPR and Anas’ broader outlook for energy markets in the feature interview. https://bit.ly/3YhqaPX Lees meer

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  44. MacroVoices #364 Julian Brigden: On Opportunistic Disinflation

    23 februari 2023 · 1 uur 18 min

    Afspelen
    MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more. Lees meer

    Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG

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  45. MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked

    16 februari 2023 · 1 uur 5 min

    Afspelen
    MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak’s recession call from last summer, which he’s still committed to. They also examine the growth, business and inflation cycles along with ECRI’s leading indicators which are plumbing lows never seen before except during the depths of the 2008 crash.https://bit.ly/3YAp6aT Lees meer

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  46. ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy

    14 februari 2023 · 52 min

    Afspelen
    Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis. Lees meer

    This is a new version of this episode re-written based on listener feedback.

    3rd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg

    #OOTT

  47. ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis

    13 februari 2023 · 1 uur 8 min

    Afspelen
    Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis. Lees meer

    This is a new version of this episode re-written based on listener feedback.

    2nd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg

    #OOTT

  48. ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces

    12 februari 2023 · 1 uur 9 min

    Afspelen
    Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis. Lees meer

    This is a new version of this episode re-written based on listener feedback.

    1st of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg

    #OOTT

  49. MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?

    9 februari 2023 · 1 uur 19 min

    Afspelen
    MacroVoices Erik Townsend welcomes Eurodollar University founder Jeff Snider to the show to discuss whether the Fed has really achieved the soft landing they’re crediting themselves for, credit markets, Eurodollar curves, recession outlook and more. https://bit.ly/40FI6WS Lees meer

    Download Jeff's slidedeck: https://bit.ly/3HQZm2I

    Check out Eurodollar University: https://www.youtube.com/@eurodollaruniversity

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  50. Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis

    5 februari 2023 · 1 uur

    Afspelen
    Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis. Lees meer

    Why it can’t be avoided, what caused it, and what it will take to solve it.

    Last of 5 special episodes airing Sundays. Download associated PDF https://bit.ly/3jx8zFm

    #OOTT