Alle afleveringen
300 afleveringen, van nieuw naar oud
-
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
25 februari 2022 · 1 uur 18 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets. Lees meer
Link: https://bit.ly/3LZ2TgU
-
MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?
17 februari 2022 · 1 uur 26 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflation to bond yields to the equity market outlook, and even touches on what the decentralized finance revolution might mean to fixed income markets in years to come. Lees meer
Link: https://bit.ly/3rXnzxL
-
MacroVoices #310 Alex Gurevich: The Trades of March 2020
10 februari 2022 · 1 uur 16 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss inflation, the U.S. Dollar, bond yields and stock prices in the face of central bank tightening, before discussing his new book -The Trades of March 2020: A Shield Against Uncertainty. Lees meer
Link: https://bit.ly/3gF6Qc4
-
MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?
3 februari 2022 · 1 uur 14 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to the show. They discuss everything from inflation to sustainability of Uber and Airbnb’s business model. Then be sure to stay for the postgame segment to get an update on bond markets from Patrick. Lees meer
Link: https://bit.ly/3GrVW3U
-
MacroVoices#308 Ronald Stoeferle: Precious Metals Update
27 januari 2022 · 1 uur 20 min
MacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on with the Fed and this past week's equity market volatility, before moving on to precious metals update. Lees meer
Link: https://bit.ly/3II4Lbo
-
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
21 januari 2022 · 1 uur 21 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe. Lees meer
*Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows*
Link: https://bit.ly/3KsAZZQ
-
MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation
13 januari 2022 · 1 uur 33 min
MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality. Lees meer
Link: https://bit.ly/3I3UmX3
-
MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More
7 januari 2022 · 1 uur 21 min
MacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of the new year. They discuss what lays ahead as we discover whether inflation is set to be secular or transitory & much more. Lees meer
Link: https://bit.ly/3zzzLGU
-
MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
30 december 2021 · 56 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022. Lees meer
Link: https://bit.ly/3HiOB7m
-
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
23 december 2021 · 1 uur 5 min
MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more. Lees meer
Link: https://bit.ly/3mqvHna
-
MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets
16 december 2021 · 58 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more. Lees meer
Link: https://bit.ly/3DWVGbX
-
MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This
9 december 2021 · 1 uur 21 min
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week. Lees meer
Link: https://bit.ly/3rSuKYb
-
MacroVoices #300 David Rosenberg: Last Disinflationist Standing
2 december 2021 · 1 uur 1 min
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more. Lees meer
Breakfast with Dave: https://bit.ly/3ElgkTU
Link: https://bit.ly/3ElHOZx
-
MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
24 november 2021 · 1 uur 13 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s podcast. Lees meer
Link: https://bit.ly/3nN7rfZ
-
MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell
18 november 2021 · 1 uur 24 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years. Lees meer
Link: https://bit.ly/30JPTZF
-
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
12 november 2021 · 1 uur 16 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead. Lees meer
Link: https://bit.ly/3H8BcQh
-
MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency
4 november 2021 · 1 uur 16 min
MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control. Lees meer
Link: https://bit.ly/2ZQuCww
-
MacroVoices #295 David Hay: The Case for Greenflation
28 oktober 2021 · 1 uur 4 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields. Lees meer
Link: https://bit.ly/3CryxOG
-
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
21 oktober 2021 · 1 uur 4 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more. Lees meer
Link: https://bit.ly/3AYPIWh
-
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
14 oktober 2021 · 1 uur 15 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more. Lees meer
Link: https://bit.ly/3p50wjA
-
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
8 oktober 2021 · 1 uur 11 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed. Lees meer
Link: https://bit.ly/3DlRqTn
-
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
30 september 2021 · 1 uur 10 min
MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more. Lees meer
Link: https://bit.ly/3onjHEU
-
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
23 september 2021 · 56 min
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies. Lees meer
Link: https://bit.ly/3kDuN6t
-
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
16 september 2021 · 1 uur 17 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more. Lees meer
Link: https://bit.ly/3AjypQq
-
MacroVoices #288 Paul Krake: Mega themes for 2020s
9 september 2021 · 1 uur 8 min
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment. Lees meer
Link: https://bit.ly/3yZmuWz
-
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
3 september 2021 · 1 uur 18 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy. Lees meer
Link: https://bit.ly/3yJd8hg
-
MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
26 augustus 2021 · 1 uur 12 min
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution. Lees meer
Link: https://bit.ly/2UpC53g
-
MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
19 augustus 2021 · 1 uur 24 min
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution. Lees meer
Link: https://bit.ly/3gd5yoN
-
MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
12 augustus 2021 · 1 uur 30 min
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion. Lees meer
Link: https://bit.ly/37DMICM
-
MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing
5 augustus 2021 · 1 uur 21 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back. Lees meer
Link: https://bit.ly/37kB4fL
-
MacroVoices #282 Bill Blain: Consequences of Secular Inflation
29 juli 2021 · 1 uur 10 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more. Lees meer
Link: https://bit.ly/3fax7hW
-
MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
22 juli 2021 · 1 uur 5 min
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months. Lees meer
Link: https://bit.ly/3eI2nok
-
MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
16 juli 2021 · 1 uur 14 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more. Lees meer
Link: https://bit.ly/3xKio4I
-
MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum
9 juli 2021 · 1 uur 14 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event. Lees meer
Link: https://bit.ly/3wrQOYo
-
MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency
2 juli 2021 · 1 uur 11 min
MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital currency revolution in detail. Lees meer
Link: https://bit.ly/3AmXGJJ
-
MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More
24 juni 2021 · 1 uur 13 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. They also explore Daniel’s thoughts on both cryptocurrency and sovereign digital currency, and much more. Lees meer
Link: https://bit.ly/3vUHrAr
-
MacroVoices #276 Philip Verleger: Energy Economics and Inflation
18 juni 2021 · 1 uur 16 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation. Lees meer
Link: https://bit.ly/3vApK91
-
MacroVoices #275 Steve Keen: Inflation Will Not Run Away
11 juni 2021 · 59 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway inflation feared by many people, nor will it be the hyperinflation some folks fear. Lees meer
Link: https://bit.ly/2Tkfrby
-
MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors
4 juni 2021 · 1 uur 23 min
MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing company, off the listed exchange, and at a discount to the price everyone else is paying for the same shares on the open market. They also discuss private placements and financings in gold mining stocks as well as other speculative natural resource investments such as uranium and even carbon credits. Lees meer
Link: https://bit.ly/3cfJUyh
-
MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up
28 mei 2021 · 1 uur 16 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, and much more. Lees meer
Link: https://bit.ly/3hZZMbY
-
MacroVoices #272 David Rosenberg: Inflation Will Be Transitory
21 mei 2021 · 1 uur 20 min
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative. Lees meer
Free 30-Day Trial to Rosenberg Research: https://bit.ly/3f2n9zI
Link: https://bit.ly/3wmukbQ
-
MacroVoices #271 Harley Bassman: Hedging a High Interest Future
14 mei 2021 · 1 uur 5 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it's so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it. Lees meer
Then be sure to stay tuned for our postgame segment after the feature interview, when Patrick and Erik discuss Tesla, cryptocurrencies, and much more.
Link: https://bit.ly/3eK4dp0
-
MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?
6 mei 2021 · 1 uur 5 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets. Lees meer
Link: https://bit.ly/3xUCNEq
-
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
30 april 2021 · 1 uur 29 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes. Lees meer
Link: https://bit.ly/3gMRIuj
-
MacroVoices #268 Art Berman: Crude Oil Update
22 april 2021 · 1 uur 14 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss this and so much more. Lees meer
Link: https://bit.ly/3vfRvUm
-
MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation
16 april 2021 · 1 uur 18 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts. Lees meer
Link: https://bit.ly/3mPOTtz
-
MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500
9 april 2021 · 1 uur 8 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be headed next. Lees meer
Link: https://bit.ly/3t26fpv
-
MacroVoices #265 Steven Van Metre: The Last Deflationist Standing
2 april 2021 · 1 uur 14 min
MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance. Lees meer
Link: https://bit.ly/39y2KPI
-
MacroVoices #264 Robert Friedland: Investing in the Green Revolution
25 maart 2021 · 1 uur 26 min
MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative green revolution, and where the best opportunities can be found for investors. So if you missed the 2-part interview on Smarter Markets, we suggest you listen to that first. Lees meer
Link: https://bit.ly/3clF9U5
-
Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies
19 maart 2021 · 1 uur 6 min
Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abaxx founders Josh Crumb and Joe Raia lay out the whole story of what Abaxx intends to do, from a new commodity exchange in Singapore to embracing blockchain technology to redesign how futures markets work, to a new suite of self-sovereign identity tools for finance that could revolutionize the way the industry does business. Lees meer
Link:https://bit.ly/3r17uDB