Macro Voices

Latest Episodes:

MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG Apr 07, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ

Blain's Morning Porridge 📄: https://morningporridge.com/

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

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

MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics Mar 31, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more.

Download a sample issue of Note at the Margin https://bit.ly/3IYA3KJ

Visit Dakota Gold: https://dakotagoldcorp.com/

Follow on Dakota Gold on Twitter: https://bit.ly/3Nw2kvA

And on LinkedIn: https://bit.ly/3NFakdZ

Link: https://bit.ly/3DH9Gbn

MacroVoices #316 Daniel Lacalle: Energy in the New War Economy Mar 24, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg

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

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

MacroVoices #315 Joseph Wang: Post-FOMC Rundown Mar 17, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency.

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

Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3MVD3uJ

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

MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical Mar 10, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead.

Download ECRI charts: https://bit.ly/3J6fcGm

Download Postgame charts: https://bit.ly/3tGbdJO

Link: https://bit.ly/3I06msk

MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started Mar 03, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted.

WWIII Has Already Started - By Dr. Pippa Malmgren: https://bit.ly/3pCtJSa

Link: https://bit.ly/3sEO1MZ

MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind Feb 24, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets.

Link: https://bit.ly/3LZ2TgU

MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error? Feb 17, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflation to bond yields to the equity market outlook, and even touches on what the decentralized finance revolution might mean to fixed income markets in years to come.

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

MacroVoices #310 Alex Gurevich: The Trades of March 2020 Feb 10, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss inflation, the U.S. Dollar, bond yields and stock prices in the face of central bank tightening, before discussing his new book -The Trades of March 2020: A Shield Against Uncertainty.

Link: https://bit.ly/3gF6Qc4

MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take? Feb 03, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to the show. They discuss everything from inflation to sustainability of Uber and Airbnb’s business model. Then be sure to stay for the postgame segment to get an update on bond markets from Patrick.

Link: https://bit.ly/3GrVW3U

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