Macro Voices

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They discuss why the Hormuz crisis hasn’t derailed the S&P 500’s surge to new all-time highs, Mike’s disagreement with secular-inflation forecasts, why Kevin Warsh could be more likely to cut rates aggressively than hike, and the unintended consequences of passive investing through index funds. https://bit.ly/3R6TDhH    🔻Dow...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3RrSGAv     ✅Sign up for a FREE 14-day trial at Big Picture Trading: httphttps://secure.bigpicturetrading.com/membership/s...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more.  https://bit.ly/42Ek4O5 .    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4mYorwK   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag       🔴 Subscribe to Patr...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how to trade it, and a longer term outlook for secular inflation. https://bit.ly/3OXHPNV    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eC40Ue   ✅Sign up for a FRE...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj      🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tbGVMB   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag       🔴 Subscribe to Patrick’s Youtube Channel: h...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX      🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/48BZgtX   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag       🔴 Subscribe to Patrick’s Youtube Channel: http...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://bit.ly/47Ca0Z5    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4v7Mq0k   ✅Sign up for a FREE 14-day trial at Big Pic...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://bit.ly/4rZghp4    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lT8ffT   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4sQKUO3   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag       🔴 Subscribe to Patrick’s Youtube Chann...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46TIhTf   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag       🔴 Su...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They’ll discuss big picture of what the advanced nuclear industry needs to  do in order to bring the cost of nuclear energy down to the cost of energy from fossil fuels. https://bit.ly/4aR4ovZ    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4uct7CA   ✅Sign up for a FREE 14-day trial at Big Picture Trading: http...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. https://bit.ly/40imDo9    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4tWtb9t   ✅Sign up for a FREE 14-day trial at Big Picture T...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qLRvIf   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag       🔴 Subscribe to Patrick’s Youtube...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex’s new book just released on Amazon. https://bit.ly/4tzXAdi   Buy Alex's new book 'The Next Perfect Trade' available on Amazon 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3OgmkY0   ✅Sign up for a FREE 14-day trial at Big Pictur...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss the events that have transpired in energy markets since Dr. Alhajji’s last interview in November. they'll also cover all the big geopolitical risks, and then end on the three big events he’s watching in this week’s energy markets. https://bit.ly/4qfojcf  🔻Download Big Picture Trading Chartbook 📈📉: https:/...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They’ll discuss the outlook for nuclear energy generally and for uranium markets in particular https://bit.ly/4rgcNyd      🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4qRKO8v   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag       🔴 Subscribe to Patrick’s Youtube Channel: https...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They’ll discuss why China is holding all the cards, and how those cards were served them, not only on a “silver platter”, but on a platter made from silver mined elsewhere but refined in China. https://bit.ly/3LZRwKf    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4bcxMgT   ✅Sign up for a FREE 14-day trial at...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They will discuss all things crude oil, starting with the Venezuela news and what it means for markets, then moving on to Iran, the U.S. Strategic Petroleum Reserve, and much more https://bit.ly/4qnVjQs    🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3LrQVRr   ✅Sign up for a FREE 14-day trial at Big Picture T...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius thinks that one year from now in January 2027, we’ll probably look back on 2026 as an up year for most financial markets. But Darius says put your seat belt on for the first few months of the year, which he thinks could be quite turbulent. https://bit.ly/49LhPNe   ✅Sign up for a FREE 14-day trial at Big...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don’t, beyond any doomsday narrative. https://bit.ly/3YiVdNL     ✅Sign up for a FREE 14-day trial at Big Picture...

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44Ixhag   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag     🔴 Subscribe to P...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/492eOqi   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag     🔴 Subscrib...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, what just happened and what it means for markets. https://bit.ly/4rRuipR     Register for Big Picture Trading's asymmetric challenge here: https://www.bigpicturetrading.com/challenge     🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pYRalp     ✅Sign up for a FREE 14-day trial at Big Picture Trading...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw   Register for Big Picture Trading's asymmetric challeng...

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/483OoFv   ✅Sign up for a...