Macro Voices

Latest Episodes:

MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell Nov 18, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years.

Link: https://bit.ly/30JPTZF

MacroVoices #297 Ole Hansen: Commodity Sector Outlook Nov 11, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead.

Link: https://bit.ly/3H8BcQh

MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency Nov 04, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control.

Link: https://bit.ly/2ZQuCww

MacroVoices #295 David Hay: The Case for Greenflation Oct 28, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields.

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

MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation Oct 21, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more.

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

MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation Oct 14, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more.

Link: https://bit.ly/3p50wjA

MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation Oct 07, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed.

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

MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished Sep 30, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more.

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

MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform? Sep 23, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies.

Link: https://bit.ly/3kDuN6t

MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi Sep 16, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more.

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

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