Macro Voices

Latest Episodes:

MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More Nov 22, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to what’s happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu

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MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream Nov 16, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN

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

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MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing Nov 09, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital currencies and much more. https://bit.ly/468MiA2

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

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MacroVoices #400 Rory Johnston: All Things Oil Nov 02, 2023

Show notes

MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb

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

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

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MacroVoices #399 Ole S Hansen: Still Bullish Commodities Oct 26, 2023

Show notes

MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalation risk is in the Israel conflict. https://bit.ly/46HF07i

Ole's Charts: https://bit.ly/3MdGBtm

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

Download Big Picture Trading Chartbook 📈📉: https://bit.ly/477pvpg

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MacroVoices #398 Lyn Alden: Broken Money Oct 19, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBR

Lyn Alden's Charts: https://bit.ly/46SXZeT

Buy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EX

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

Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46CDzHd

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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

MacroVoices #397 Alex Gurevich: The Real Rates Tsunami Oct 12, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasn’t been performing recently. https://bit.ly/3RW7Hcj

Alex's Market Note: https://bit.ly/3FhA9xH

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

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

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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

MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed Oct 05, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next.

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

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

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

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RFXd0u

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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

MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back Sep 28, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation.

https://bit.ly/3tbJEeY

Download Simon's Charts: Simon White - MacroVoices 28 2023

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

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RBr8a0

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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

MacroVoices #394 Louis-Vincent Gave: China, Energy & More Sep 21, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz

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

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sVfw7q

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

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

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