Macro Voices

Latest Episodes:

MacroVoices #288 Paul Krake: Mega themes for 2020s Sep 09, 2021

Show notes

MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls megathematics, the important trends to watch in the current macro environment.

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

MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol Sep 02, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy.

Link: https://bit.ly/3yJd8hg

MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2 Aug 26, 2021

Show notes

MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution.

Link: https://bit.ly/2UpC53g

MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1 Aug 19, 2021

Show notes

MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution.

Link: https://bit.ly/3gd5yoN

MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets? Aug 12, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion.

Link: https://bit.ly/37DMICM

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing Aug 04, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.

Link: https://bit.ly/37kB4fL

MacroVoices #282 Bill Blain: Consequences of Secular Inflation Jul 29, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more.

Link: https://bit.ly/3fax7hW

MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now Jul 22, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months.

Link: https://bit.ly/3eI2nok

MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more Jul 15, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more.

Link: https://bit.ly/3xKio4I

MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum Jul 08, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event.

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

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