Macro Voices

Latest Episodes:

MacroVoices #433 David Rosenberg: Calling The FED’s Bluff Jun 20, 2024

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA

⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/

⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KT5tWi

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 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

🔴 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

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

MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More Jun 13, 2024

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb

⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/

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

✅SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: https://bit.ly/3XlUITF

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 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

🔴 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

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

MacroVoices #431 Lakshman Achuthan: 2024 Turning Points Jun 06, 2024

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v

⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4c7SjjF

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 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

🔴 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

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

MacroVoices #430 Jim Bianco: Rate Hike On Deck May 30, 2024

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E

⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch

⚫ Check Out Bianco Research: https://www.biancoresearch.com

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KnqnN6

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 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

🔴 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

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

MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics May 23, 2024

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo

⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji

⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.substack.com/

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/44YqJD9

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 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

🔴 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

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

MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals May 16, 2024

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub

⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen

⚫ Check Out: https://www.gorozen.com/

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bFenlx

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 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

🔴 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

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

MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution May 09, 2024

Show notes

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu

⚫ Find out More: https://www.copenhagenatomics.com/

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 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

🔴 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

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

MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty May 02, 2024

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d

⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund

⚫ Find out More: https://santiagocapital.com/

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bld0rU

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 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

🔴 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

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

MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More Apr 25, 2024

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP

⚫ Follow Alex on X: @agurevich23

⚫ Find out More: honteinv.com

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

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 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

🔴 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

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

MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR Apr 18, 2024

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L

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

⚫ Find out More: https://www.commoditycontext.com

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

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

🔴 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

🔴 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

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