Macro Voices

Latest Episodes:

MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar Aug 25, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR

Download Brent's charts: https://bit.ly/3TsiU2C

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MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine Aug 18, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV

Download Leigh's charts: https://bit.ly/3dGIUXy

Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm

Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6

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

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MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities? Aug 11, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9

Download Charlie's slides: https://bit.ly/3BZze4t

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

MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession Aug 04, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv

Download David's charts: https://bit.ly/3OYUhqS

Check out David's newsletter Haymaker

David's audio book - Bubble 3.0 (get 33% off with code MacroV33)

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MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis Jul 28, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc

Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA

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MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More Jul 21, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp

Download Harley’s slidedeck 📈📉 https://bit.ly/3aYGHpq

Download Big Picture Trading chartbook 📈📉https://bit.ly/3Oq3FDw

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

MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More Jul 14, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM

Download Lyn's Slide deck 📈📉 https://bit.ly/3z2H6jL

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

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

MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation Jul 07, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI

Download Jeff's Charts 📈📉 https://bit.ly/3c1vHrD

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

MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation Jun 30, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he says there’s plenty of room for both markets and the economy to get worse before they get better. https://bit.ly/3OBv9qy

Download Julian's Charts 📈📉 https://bit.ly/3uCyTQX

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

✅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 #329 Darius Dale: A Recession Is The Bull Case Jun 23, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc

Download 42 Macro charts here 👉 https://bit.ly/3buzrBG

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

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

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