Macro Voices

MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why it happened, and what comes next. Jim says peak yields are NOT yet behind us... https://bit.ly/3RQyciC   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https:...

Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI may give us in a future not too far away. https://bit.ly/476Sauc   Read Matt’s ‘AI-pocalypse’ Article Here: https://bit.ly/3RIfJor   Check out Energy Transition Crisis on YouTube: https://www.youtube.c...

MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR   ✅SPECIAL WEBINAR  "Discover Your New Favourite Hedging Strategy" Monday, December 11th, 1pm ET Register For FREE!: https://www.bigpicturetrading.com...

MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg   Rosenberg Research Free Trial ✅SPECIAL WEBINAR - Register For FREE!: https://www.bigpicturetrading.com/hedge Check out Energ...

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to wh...

MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks  featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Join OptionFinity discord: https://discord.gg/Rvnsv6Y D...

MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital currencies and much more. https://bit.ly/468MiA2   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Downl...

MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3MOUvCL ✅Sign up for...

MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalation risk is in the Israel conflict. https://bit.ly/46HF07i Ole's Charts: https://bit.ly/3MdGBtm Check out Energy Transition Crisis on YouTube: https://w...

MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBR Lyn Alden's Charts: https://bit.ly/46SXZeT Buy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EX Check out Energy Transition Crisis on YouT...

MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasn’t been performing recently. https://bit.ly/3RW7Hcj Alex's Market Note: https://bit.ly/3FhA9xH Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@Ener...

MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next.   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Check out Energy Transiti...

MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation. https://bit.ly/3tbJEeY Download Simon's Charts: Simon White - MacroVoices 28 2023    Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading...

MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sVfw7q...

MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF Download Harley's charts: https://bit.ly/45TT516 Check out Energy Transition Crisis on YouTube: https://ww...

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd   Download Jesse’s charts: https://bit.ly/3Eu9PQt   Download Big Picture T...

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB Download Brent’s charts: https://bit.ly/44xYY2r Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sEGm3s ✅S...

In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW AI know what you did last summer. - Matt Barrie   Please visit our website https://www.macrovoices.com to register yo...

MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y   Download Justin’s slide deck: https://bit.ly/3YEle9w   Download Big Picture Trading char...

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o Download Lakshm...

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ   Download Jeff’s Charts: https://bit.ly/459utkc Visit Eurodollar University: https://www.eurodollar.university/ Check out Eurodollar University on YouTu...

MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI   Download Lyn’s Charts: https://bit.ly/475fOZ4   Download Big Picture Trading chartbook 📈📉 https://bit.ly/3rM2yZ8 ✅Sign up for...

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz ⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money   Download Big Pictur...

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the...

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr   Download Juliette’s charts: https://bit.ly/3pyYn2f   ⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturet...