Macro Voices

Latest Episodes:

MacroVoices #373 Ole Hansen: Commodities Update Apr 27, 2023

Show notes

MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y

Download Ole's charts: https://bit.ly/3VjCPC3

Download Big Picture Trading chartbook 📈📉 https://bit.ly/44c0k4e

✅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 #372 David Rosenberg: The Bear Market Bottom Is Not In Apr 20, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for the stock market, and the long-awaited recession has finally begun now. They also discuss precious metals, bond yields and FOMC policy. https://bit.ly/43MiHMK

Rosenberg Research Free Trial: https://bit.ly/3L3yWKM

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3NhUlF1

✅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 #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year Apr 13, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming debt ceiling debate and how it will play into Federal Reserve policy, as well as the outlook for energy markets and energy stocks. https://bit.ly/41ijPWA

Get access to The Bear Traps Report: https://bit.ly/3zVsGlb

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3mtikG9

✅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 #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium Apr 06, 2023

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KiW7CA

✅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 #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation Mar 29, 2023

Show notes

MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the Pentagon played a role in orchestrating the Silicon Valley Bank bailout to protect defense technology interests, and that China rather than Russia has been the principal aggressor from the beginning of the Ukraine conflict. https://bit.ly/3ntCYGn

Visit Dr. Pippa's substack: https://drpippa.substack.com/

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

✅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 #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more Mar 23, 2023

Show notes

MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more.

https://bit.ly/3K4aFal

Download Big Picture Trading chartbook 📈📉https://bit.ly/3z0u7ON

✅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 #367 Luke Gromen: USD Update in the Wake of SVB Collapse Mar 16, 2023

Show notes

MacroVoices Erik Townsend welcomes Forest for the Trees founder Luke Gromen to the show to discuss how the US Dollar has fared in the wake of central bank divestitures and Luke’s outlook for the dollar and other markets in the wake of Silicon Valley Bank’s collapse after the biggest bank run in U.S. history last Thursday. https://bit.ly/3mZTwVT

Download Big Picture Trading chartbook 📈📉https://bit.ly/40dDKW0

✅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 #366 Louis-Vincent Gave: Staying Humble in Troubling Times Mar 09, 2023

Show notes

MacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopolitical escalation risks to Chinese demand to why precious metals haven’t responded more to geopolitical risk escalation. https://bit.ly/3mzsKDH

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

✅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 #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion Mar 02, 2023

Show notes

MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil would be released from the U.S. SPR months before it happened. They discuss the SPR and Anas’ broader outlook for energy markets in the feature interview. https://bit.ly/3YhqaPX

Download Dr. Alhajji's charts: https://bit.ly/3ZB0uz0

Check out Energy Outlook Advisors on Substack: https://anasalhajjieoa.substack.com/

Download Big Picture Trading chartbook 📈📉https://bit.ly/3mkf2Ve

✅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 #364 Julian Brigden: On Opportunistic Disinflation Feb 23, 2023

Show notes

MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more.

Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG

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

✅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

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