Macro Voices

Latest Episodes:

MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal Jan 16, 2025

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4

⚫ Follow Izabella on X: @izakaminska

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MacroVoices #462 Luke Gromen: 2025 Outlook Jan 08, 2025

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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV

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MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition Dec 31, 2024

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK

⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/

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MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition Dec 24, 2024

Show notes

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Renaissance. https://bit.ly/3ZKN9FI

⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/

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MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets Dec 19, 2024

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MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s

⚫ Check out Eurasia Group: https://www.eurasiagroup.net/

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MacroVoices #458 David Rosenberg: Lament of A Bear Dec 12, 2024

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MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn

⚫ Follow David on X: https://www.x.com/EconGuyRosie

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MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better Dec 05, 2024

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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

⚫ Follow Justin on X: https://www.x.com/UraniumInsider

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MacroVoices #456 Jeff Currie: Repricing of Macro Markets Nov 27, 2024

Show notes

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

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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? Nov 21, 2024

Show notes

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

⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA

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MacroVoices #454 Vincent Deluard: The Five Body Problem Nov 14, 2024

Show notes

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

⚫ Follow Vincent on X: https://www.x.com/VincentDeluard

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