Macro Voices

Latest Episodes:

MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More Aug 29, 2024

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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

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MacroVoices #442 Ole Hansen: Year of The Metals Aug 22, 2024

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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.

https://bit.ly/3T3rypx

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MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles Aug 15, 2024

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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

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MacroVoices #440 Louis-Vincent Gave: What Just Happened? Aug 08, 2024

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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

⚫ Follow Louis on X: https://www.x.com/Gave_Vincent

⚫ Find Out More: https://web.gavekal.com/
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MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market Aug 01, 2024

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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

⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston

⚫ Find Out More: https://www.commoditycontext.com/
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MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets Jul 25, 2024

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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

⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic

⚫ Find Out More: https://www.bcaresearch.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 #437 Lyn Alden: Energy Security, Precious Metals & More Jul 18, 2024

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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

⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact

⚫ Find Out More: https://www.lynalden.com

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

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MacroVoices #436 Tian Yang: Left & Right Tails Jul 12, 2024

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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

⚫ Follow Tian Yang on X: https://www.x.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

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MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement Jul 03, 2024

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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

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

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

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MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem? Jun 27, 2024

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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

⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/

⚫ Follow Bill on X: https://www.x.com/bill_blain

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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

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

🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

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