Macro Voices

Latest Episodes:

MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis Jul 06, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr

Download Juliette’s charts: https://bit.ly/3pyYn2f

⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️

Download Big Picture Trading chartbook 📈📉 https://bit.ly/44doN8K

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MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars Jun 29, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss the aborted coup in Russia last weekend before moving on to issues affecting the United States. https://bit.ly/3CQ9KG3

Check out Pippa's substack: https://drpippa.substack.com/

Download Big Picture Trading chartbook 📈📉 https://bit.ly/46mv2bT

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MacroVoices #381 Leigh Goehring: Global Food Crisis Update Jun 22, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the formative global food crisis resulting from more of the world’s economies advancing to the point where far more people eat meat all over the world. https://bit.ly/3Pr09wU

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CHC4u5

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

MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI Jun 15, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. https://bit.ly/3Cy5V84

Download Big Picture Trading chartbook 📈📉 https://bit.ly/42FY3fC

✅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 #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more Jun 08, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss whether inflation is transitory, sticky, or secular, the outlook for yields and equity markets, artificial intelligence, precious metals, and much more. https://bit.ly/42KlbcZ

Download Big Picture Trading chartbook 📈📉 https://bit.ly/43u8tzU

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MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown Jun 01, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to the show to discuss all things precious metals - from the fundamental outlook to likely possibility of an even deeper correction than we’ve seen so far before the yellow metal makes an assault on new all-time highs in U.S. dollar terms. https://bit.ly/3WLKYQu

IGWT – Showdown: https://bit.ly/3oAxb2H
In Gold We Trust Report: https://bit.ly/42qB4VO

IGWT – Compact Version: https://bit.ly/3C4iQ1x

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3OR6Nwa

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

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

MacroVoices #377 Daniel Lacalle: On The Road To Stagflation May 25, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more. https://bit.ly/43va5t7

Check out Daniel's YouTube channel: https://www.youtube.com/@DanielLacalleInEnglish

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3oz0LFF

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

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

MacroVoices #376 Tian Yang: When the Recession Becomes Obvious May 18, 2023

Show notes

Erik Townsend and Patrick Ceresna welcome Variant Perception CEO Tian Yang to the show to discuss the long-awaited U.S. recession, and the final flush in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl

Download Tian's charts here: https://bit.ly/3Oo0AaO

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3Oo0Ma2

✅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

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

MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more May 11, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more.

https://bit.ly/3VWbLsW

Vanguard's trillion-dollar man leads a fixed-income revolution 📃 https://bit.ly/41twl4U

Mike’s Substack: https://michaelwgreen.substack.com/

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

✅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 #374 Chris Whalen: Are More Banks Going To Fail? May 04, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Whalen Global Advisors founder Chris Whalen to the show to discuss the formative banking crisis, what’s driving it, and what comes next. They also touch on the outlooks for stocks and precious metals. https://bit.ly/414Qj5S

The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/

Download Big Picture Trading chartbook 📈📉 https://bit.ly/4170abB

✅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