Macro Voices

Latest Episodes:

MacroVoices#308 Ronald Stoeferle: Precious Metals Update Jan 27, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on with the Fed and this past week's equity market volatility, before moving on to precious metals update.

Link: https://bit.ly/3II4Lbo

MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation Jan 20, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe.

*Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows*

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

MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation Jan 13, 2022

Show notes

MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality.

Link: https://bit.ly/3I3UmX3

MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More Jan 06, 2022

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of the new year. They discuss what lays ahead as we discover whether inflation is set to be secular or transitory & much more.

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

MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more Dec 30, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022.

Link: https://bit.ly/3HiOB7m

MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate Dec 23, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more.

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

MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets Dec 16, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more.

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

MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This Dec 09, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week.

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

MacroVoices #300 David Rosenberg: Last Disinflationist Standing Dec 02, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more.

Breakfast with Dave: https://bit.ly/3ElgkTU

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

MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals Nov 24, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the views Jeff Snider shared with us on last week’s podcast.

Link: https://bit.ly/3nN7rfZ

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