Macro Voices

Latest Episodes:

MacroVoices #393 Harley Bassman: Convexity Spells Opportunity Sep 14, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF

Download Harley's charts: https://bit.ly/45TT516

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

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MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative Sep 07, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd

Download Jesse’s charts: https://bit.ly/3Eu9PQt

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MacroVoices #391 Brent Johnson: The Dollar Is Not Done Aug 31, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB

Download Brent’s charts: https://bit.ly/44xYY2r

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sEGm3s

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MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence Aug 24, 2023

Show notes

In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW

AI know what you did last summer. - Matt Barrie

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MacroVoices #389 Justin Huhn: Update On All Things Nuclear Aug 17, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y

Download Justin’s slide deck: https://bit.ly/3YEle9w

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

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

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

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

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MacroVoices #388 Lakshman Achuthan: Recession Still On Deck Aug 10, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o

Download Lakshman’s Charts: https://bit.ly/45ndvih

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

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

MacroVoices #387 Jeff Snider: On Deflation and Soft Landing Aug 03, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ

Download Jeff’s Charts: https://bit.ly/459utkc

Visit Eurodollar University: https://www.eurodollar.university/

Check out Eurodollar University on YouTube: https://www.youtube.com/@eurodollaruniversity

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3qgZ8xa

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

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

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

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

MacroVoices #386 Lyn Alden: Energy, Inflation & much more Jul 27, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI

Download Lyn’s Charts: https://bit.ly/475fOZ4

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3rM2yZ8

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

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

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

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

MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More Jul 20, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz

⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money

Download Big Picture Trading chartbook 📈📉 https://bit.ly/44vvLpG

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

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

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

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

MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated Jul 13, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand recovery. https://bit.ly/3NPvcQC

Download Darius’ charts: https://bit.ly/3OdfHTN

⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️

Download Big Picture Trading chartbook 📈📉 https://bit.ly/46NTxyF

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

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

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

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