Macro Voices

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MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis Jun 16, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc

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MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible Jun 09, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH

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MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022 Jun 02, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that subject on this week’s gold-focused show. https://bit.ly/3tc23FN

Ronnie's slide deck 📄

In Gold We Trust Report 2022

In Gold We Trust Report 2022 - Compact Version

IGWT 2022 Summary Video

IGWT 2022 Press Conference

Big Picture Trading Chart Book June 2 2022

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MacroVoices #325 Tian Yang: Is it over yet? What do the data say? May 26, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM

Download Variant Perception Leading Indicator Watch 📑 https://bit.ly/3GCRd17

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MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway May 19, 2022

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MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI

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MacroVoices #323 David Rosenberg: The Fed Put Has Expired May 12, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by his perma-bull peers. Seems he was onto something, and he joins us again to give us an update. https://bit.ly/3svCtLo

Rosenberg Research 30-Day Free Trial: https://bit.ly/3L3yWKM

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MacroVoices #322 Josh Crumb: The Future of Decentralized Finance May 05, 2022

Show notes

MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a deep dive on the future of decentralized finance. https://bit.ly/3Firk5K

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MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun Apr 28, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF

Download Ole's charts 📈📉https://bit.ly/37LYFtN

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

MacroVoices #320 Mike Green: Investment Strategies for World War III Apr 21, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3

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

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MacroVoices #319 Jim Bianco: The Future of Decentralized Finance Apr 14, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run.

Link: https://bit.ly/3vhQU6o

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