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300 afleveringen, van nieuw naar oud
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MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
2 februari 2023 · 1 uur 7 min
MacroVoices Erik Townsend welcomes Honte investments fund manager Alex Gurevich to the show. They discuss this week’s FOMC statement and press briefing, inflation, crude oil, interest rates, equity markets, and precious metals. https://bit.ly/40pDvrx Lees meer
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Energy Doc Episode #4: What’s wrong with Nuclear Energy?
29 januari 2023 · 1 uur 4 min
Sneak preview of @ErikSTownsend’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.
4th of 5 special episodes airing Sundays in January. Download associated .PDF https://bit.ly/3JoMzXD
#OOTT
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MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more
26 januari 2023 · 1 uur 8 min
MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recession risk, equity market outlook, gold and much more. https://bit.ly/3WL6enD Lees meer
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MacroVoices #359 Lyn Alden: 2023 Macro Outlook
19 januari 2023 · 1 uur 7 min
MacroVoices Erik Townsend welcomes Lyn Alden to the show. They revisit her crude oil outlook then dive into a slide deck exploring Lyn’s most interesting insights and perspectives for 2023. https://bit.ly/3Hif3Rw Lees meer
Download Lyn's chartbook: https://bit.ly/3QYL0l5
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MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited
12 januari 2023 · 1 uur 38 min
MacroVoices Erik Townsend welcomes the founder of the Ivanhoe mining empire, Robert Friedland to the show. They discuss the geopolitical change toward a multi-polar world, the war cycle, the coming energy crisis, deep geothermal energy, and much more. https://bit.ly/3W5oDLG Lees meer
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MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half
5 januari 2023 · 1 uur 11 min
MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j Lees meer
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MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
29 december 2022 · 1 uur 47 min
MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn Lees meer
Download chartbook: https://bit.ly/3Q0FoGk
Get a sample issue of Uranium Insider Pro Monthly Newsletter
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MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
22 december 2022 · 2 uur 34 min
In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on to discuss advanced nuclear technologies including small modular nuclear reactors, molten salt cooled reactors and Thorium-fuelled nuclear reactors. https://bit.ly/3Wg3q2J Lees meer
Radiant Energy Group
Kirk Sorensen: Thorium, an alternative nuclear fuel
Mothers for Nuclear
Clean Core Thorium Energy
Worlds Nuclear Association Library
What Is Nuclear Energy? - Nick Touran
The Story of Storage (Mark Nelson Masterclass) - Decouple Podcast
Something's Rotten with French Nuclear- Decouple Podcast
The Russian Atom feat. Mark Nelson- Decouple Podcast
What Went Wrong at Vogtle? feat. Mark Nelson - Decouple Podcast
A Hard Landing for Soft Energy - Decouple Podcast
On the use and abuse of LCOE - Decouple Podcast
Dutch Waste Facility
Thread on Nuclear Waste
Thread on Dutch Waste Facility
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MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
15 december 2022 · 1 uur 21 min
MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll also discuss Jim’s outlook for fixed income, equities, gold, and more. https://bit.ly/3HEMnTf Lees meer
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MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions
8 december 2022 · 1 uur 22 min
MacroVoices welcomes Luke Gormen to the show to discuss whether the bear market rally in equities is over, whether inflation has peaked, and how the U.S. Government will fund deficit spending in an era when China and Russia are no longer ready buyers of U.S. debt issuance. https://bit.ly/3FBdjBV Lees meer
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MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
1 december 2022 · 1 uur 20 min
MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1 Lees meer
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MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical
23 november 2022 · 1 uur 45 min
MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph Lees meer
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MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
17 november 2022 · 1 uur 36 min
MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR Lees meer
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MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
10 november 2022 · 1 uur 51 min
MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT Lees meer
Check out Commodity Context: https://www.commoditycontext.com/
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MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
3 november 2022 · 1 uur 18 min
One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7 Lees meer
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MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
27 oktober 2022 · 1 uur 14 min
Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi Lees meer
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MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
20 oktober 2022 · 1 uur 22 min
MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q Lees meer
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MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think
13 oktober 2022 · 1 uur 28 min
MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FS Lees meer
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MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
7 oktober 2022 · 1 uur 19 min
MacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4 Lees meer
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MacroVoices #343 Jeff Snider: Why the Dollar Remains King
29 september 2022 · 1 uur 28 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxY Lees meer
Download Jeff’s slide deck: https://bit.ly/3SK5myg
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MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
22 september 2022 · 1 uur 42 min
In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz Lees meer
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MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
16 september 2022 · 1 uur 18 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. https://bit.ly/3QO1Ml9 Lees meer
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MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!
9 september 2022 · 1 uur 23 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU Lees meer
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MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended
2 september 2022 · 55 min
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe Lees meer
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MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar
25 augustus 2022 · 1 uur 4 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR Lees meer
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MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
18 augustus 2022 · 1 uur 11 min
MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV Lees meer
Download Leigh's charts: https://bit.ly/3dGIUXy
Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm
Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6
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MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
12 augustus 2022 · 1 uur 26 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9 Lees meer
Download Charlie's slides: https://bit.ly/3BZze4t
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MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession
4 augustus 2022 · 1 uur 21 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv Lees meer
Download David's charts: https://bit.ly/3OYUhqS
Check out David's newsletter Haymaker
David's audio book - Bubble 3.0 (get 33% off with code MacroV33)
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MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
29 juli 2022 · 1 uur 43 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc Lees meer
Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA
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MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
22 juli 2022 · 1 uur 40 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp Lees meer
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MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
15 juli 2022 · 1 uur 26 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM Lees meer
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MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
7 juli 2022 · 1 uur 30 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI Lees meer
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MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
30 juni 2022 · 1 uur 31 min
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he says there’s plenty of room for both markets and the economy to get worse before they get better. https://bit.ly/3OBv9qy Lees meer
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MacroVoices #329 Darius Dale: A Recession Is The Bull Case
23 juni 2022 · 1 uur 31 min
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc Lees meer
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MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
17 juni 2022 · 1 uur 33 min
MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc Lees meer
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MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
10 juni 2022 · 1 uur 28 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH Lees meer
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MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
2 juni 2022 · 1 uur 14 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that subject on this week’s gold-focused show. https://bit.ly/3tc23FN Lees meer
Ronnie's slide deck 📄
In Gold We Trust Report 2022
In Gold We Trust Report 2022 - Compact Version
IGWT 2022 Summary Video
IGWT 2022 Press Conference
Big Picture Trading Chart Book June 2 2022
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MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
26 mei 2022 · 1 uur 18 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM Lees meer
Download Variant Perception Leading Indicator Watch 📑 https://bit.ly/3GCRd17
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MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
19 mei 2022 · 1 uur 30 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI Lees meer
Join Free LIVE webinar this Sunday May 22nd at 11am ET: https://bit.ly/3FYN4nL
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MacroVoices #323 David Rosenberg: The Fed Put Has Expired
12 mei 2022 · 1 uur 27 min
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by his perma-bull peers. Seems he was onto something, and he joins us again to give us an update. https://bit.ly/3svCtLo Lees meer
Rosenberg Research 30-Day Free Trial: https://bit.ly/3L3yWKM
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MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
5 mei 2022 · 1 uur 49 min
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a deep dive on the future of decentralized finance. https://bit.ly/3Firk5K Lees meer
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MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
28 april 2022 · 1 uur 26 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF Lees meer
Download Ole's charts 📈📉https://bit.ly/37LYFtN
Download Big Picture Trading Chartbook 📈📉 https://bit.ly/39pax5j
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MacroVoices #320 Mike Green: Investment Strategies for World War III
21 april 2022 · 1 uur 12 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3 Lees meer
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MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
14 april 2022 · 1 uur 30 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run. Lees meer
Link: https://bit.ly/3vhQU6o
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MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
8 april 2022 · 1 uur 16 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ Lees meer
Blain's Morning Porridge 📄: https://morningporridge.com/
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MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
31 maart 2022 · 1 uur 18 min
MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more. Lees meer
Download a sample issue of Note at the Margin https://bit.ly/3IYA3KJ
Visit Dakota Gold: https://dakotagoldcorp.com/
Follow on Dakota Gold on Twitter: https://bit.ly/3Nw2kvA
And on LinkedIn: https://bit.ly/3NFakdZ
Link: https://bit.ly/3DH9Gbn
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MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
24 maart 2022 · 1 uur 9 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg Lees meer
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MacroVoices #315 Joseph Wang: Post-FOMC Rundown
17 maart 2022 · 1 uur 5 min
MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency. Lees meer
Link: https://bit.ly/3wiuUdM
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MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical
10 maart 2022 · 1 uur 16 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead. Lees meer
Download ECRI charts: https://bit.ly/3J6fcGm
Download Postgame charts: https://bit.ly/3tGbdJO
Link: https://bit.ly/3I06msk
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MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started
4 maart 2022 · 1 uur 19 min
MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted. Lees meer
WWIII Has Already Started - By Dr. Pippa Malmgren: https://bit.ly/3pCtJSa
Link: https://bit.ly/3sEO1MZ