Macro Voices

Latest Episodes:

MacroVoices #268 Art Berman: Crude Oil Update Apr 22, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss this and so much more.

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

MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation Apr 15, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts.

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

MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500 Apr 08, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about macro risk factors and where the S&P500 may be headed next.

Link: https://bit.ly/3t26fpv

MacroVoices #265 Steven Van Metre: The Last Deflationist Standing Apr 01, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance.

Link: https://bit.ly/39y2KPI

MacroVoices #264 Robert Friedland: Investing in the Green Revolution Mar 25, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative green revolution, and where the best opportunities can be found for investors. So if you missed the 2-part interview on Smarter Markets, we suggest you listen to that first.

Link: https://bit.ly/3clF9U5

Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies Mar 19, 2021

Show notes

Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abaxx founders Josh Crumb and Joe Raia lay out the whole story of what Abaxx intends to do, from a new commodity exchange in Singapore to embracing blockchain technology to redesign how futures markets work, to a new suite of self-sovereign identity tools for finance that could revolutionize the way the industry does business.

Link:https://bit.ly/3r17uDB

MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe Mar 18, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting.

Link: https://bit.ly/3tw53uj

MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear Mar 11, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.

MacroVoices #261 Ole Hansen: Commodities Are Back! Mar 04, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more.

Link: https://bit.ly/38a84bx

MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance Feb 25, 2021

Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad money supply growth to gold & even Bitcoin.

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

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