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Erik Townsend

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Macro Voices
Macro VoicesMacroVoices #494 Micheal Every: Markets, Policy, Russia & MoreMacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU  🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3UBs7aD    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our websit...
2025-08-211h 04Macro Voices
Macro VoicesMacroVoices #493 Ole Hansen: Commodities Are Heating Up!MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/47rWXKf   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@Energ...
2025-08-141h 02Macro Voices
Macro VoicesMacroVoices #492 Daniel Lacalle: The End of American Exceptionalism?MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They’ll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU’s relationship with the United States, precious metals, energy, and much more. https://bit.ly/4llKZ8z   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4m78Dqx   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://erik...
2025-08-071h 07Macro Voices
Macro VoicesMacroVoices #491 Rick Rule: Oil, Uranium & Precious MetalsMacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule.  They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lUZ7qj ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
2025-07-311h 12Macro Voices
Macro VoicesMacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFKMacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the U.S. dollar as reserve currency to America's possible transition into a 7th party political system and even some shocking revelations about Jeffrey Epstein that go far beyond the usual headlines. https://bit.ly/3H2eFt1   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4m9NifB   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www...
2025-07-241h 23Macro Voices
Macro VoicesMacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary debasement, so investors should take profits before that chapter begin. https://bit.ly/3GRPBou   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4eTp2Me   ✅Sign up for a FREE 14-day trial at Big Picture T...
2025-07-171h 07Macro Voices
Macro VoicesMacroVoices #488 Lyn Alden: Run It Hot!MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further upside for equity markets. https://bit.ly/4lFuowO   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4lKvEyJ   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https...
2025-07-101h 15Macro Voices
Macro VoicesMacroVoices #487 Larry McDonald: The Great Migration To Hard AssetsMacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3TVQ1gu   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
2025-07-031h 08Macro Voices
Macro VoicesMacroVoices #486 David Rosenberg: Navigating Choppy WatersMacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3ZRPY90   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@Ene...
2025-06-261h 07Macro Voices
Macro VoicesMacroVoices #485 Jeff Currie: The Joule OrderMacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/44lfjdT   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://erik...
2025-06-181h 09Macro Voices
Macro VoicesMacroVoices #484 Rory Johnston: Crude Oil Forward Curve ConundrumMacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. https://bit.ly/4jSlHOz   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4kWdMk2   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag  🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: h...
2025-06-121h 09Macro Voices
Macro VoicesMacroVoices #483 Vincent Deluard: MAGA vs. Corporate AmericaMacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. https://bit.ly/43OuZVM 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3HtO1Jx   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisi...
2025-06-0558 minMacro Voices
Macro VoicesMacroVoices #482 Mike Green: What The Market Is Not DiscountingMacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4khdGDN   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out...
2025-05-291h 00Macro Voices
Macro VoicesMacroVoices #481 Jim Bianco: This is The End of The BeginningMacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, dominated by tariff strategies, may be winding down, Jim warns that this is just the opening act. https://bit.ly/3Zw8Bip  🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/43rhaMz   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www...
2025-05-221h 06Macro Voices
Macro VoicesMacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust SettlesMacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4miq87u   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com...
2025-05-151h 12Macro Voices
Macro VoicesMacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG  & much more. https://bit.ly/43ldvBg What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji    🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/4d4I4hO   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 
  🔴 Subscribe to Patrick’s Youtube Channel: https...
2025-05-081h 18Macro Voices
Macro VoicesMacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even HigherMacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t   🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEGX9K   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://e...
2025-05-011h 13Macro Voices
Macro VoicesMacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing CrisisMacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3EDxOjM   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Er...
2025-04-241h 08Macro Voices
Macro VoicesMacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/42Cijkj   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Sub...
2025-04-171h 12Macro Voices
Macro VoicesMacroVoices #475 Simon White: The Dawn of A New Financial OrderMacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3YoXiIk   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.yout...
2025-04-101h 20Macro Voices
Macro VoicesMacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8fs  🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3E86j1F   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d  🔴 Subscribe to Patrick’s Youtube Channel: https...
2025-04-031h 30Macro Voices
Macro VoicesMacroVoices #473 Matt Barrie: AI of The StormMacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to personal data privacy. https://bit.ly/42ioKtA   Worried About A Market Crash? Learn smart hedging to protect your losses while keeping your gains. Join Patrick for a FREE LIVE Webinar on Tuesday, April 1st 2025 at 4:00pm ET...
2025-03-271h 24Macro Voices
Macro VoicesMacroVoices #472 Lyn Alden: Navigating Headline Driven MarketsMacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr  Click Here To Register and Watch Stock Repair Strategies using Options Webinar: https://www.bigpicturetrading.com  🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41FCAVF   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscrib...
2025-03-201h 14Macro Voices
Macro VoicesMacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale ImprovesMacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB Click Here To Register FREE to Big Picture Trading's Hedging Webinar: https://www.bigpicturetrading.com  🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/43IBivp   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   ...
2025-03-131h 14Macro Voices
Macro VoicesMacroVoices #470 Michael Every: A Week Where Decades Happen?MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4i2GWNm   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscrib...
2025-03-061h 01Macro Voices
Macro VoicesMacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar LensMacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https://bit.ly/4i8hfL4 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3DlZfxT   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check...
2025-02-271h 09Macro Voices
Macro VoicesMacroVoices #468 Darius Dale: Changing World OrderMacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4hJa0cM   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check...
2025-02-201h 15Macro Voices
Macro VoicesMacroVoices #467 Jim Bianco: The Mar-a-Lago Accord  MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41fAmNq   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/...
2025-02-131h 22Macro Voices
Macro VoicesMacroVoices #466 Guy Keller: The Nuclear Story Has Never Been BetterMacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRKek0   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
2025-02-061h 03Macro Voices
Macro VoicesMacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ ⚫ Follow Rory on X: @Rory_Johnston 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3WF7BHg   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d   🔴 Subscribe to...
2025-01-301h 07Macro Voices
Macro VoicesMacroVoices #464 Michael Every: Lines on Maps vs Lines on ScreensMacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9   ⚫ Follow Michael on X: @themichaelevery 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4jp8VrJ   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d   🔴 Subscribe to Patric...
2025-01-231h 07Macro Voices
Macro VoicesMacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The SignalMacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4 ⚫ Follow Izabella on X: @izakaminska 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3C9qMSO    ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Subst...
2025-01-161h 13Macro Voices
Macro VoicesMacroVoices #462 Luke Gromen: 2025 OutlookMacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV   ⚫ Follow Luke on X: https://x.com/LukeGromen 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3WaQddA   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
2025-01-091h 00Macro Voices
Macro VoicesMacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy TransitionMacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK   ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ce...
2024-12-311h 55Macro Voices
Macro VoicesMacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy TransitionMacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Renaissance. https://bit.ly/3ZKN9FI   ⚫ Check out Copenhagen Atomics: https://www.copenhagenatomics.com/   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Cere...
2024-12-241h 57Macro Voices
Macro VoicesMacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & MarketsMacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s   ⚫ Check out Eurasia Group: https://www.eurasiagroup.net/ 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iL44AU   ✅Sign up for a FREE 14-day trial at Big Pict...
2024-12-191h 11Macro Voices
Macro VoicesMacroVoices #458 David Rosenberg: Lament of A BearMacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn   ⚫ Follow David on X: https://www.x.com/EconGuyRosie 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3Dg0bnm   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d   🔴 Subscr...
2024-12-121h 09Macro Voices
Macro VoicesMacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting BetterMacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm   ⚫ Follow Justin on X: https://www.x.com/UraniumInsider 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3ZA8VgB   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com...
2024-12-051h 10Macro Voices
Macro VoicesMacroVoices #456 Jeff Currie: Repricing of Macro MarketsMacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3OtqAAk   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to Patrick’s Youtube Channel: https...
2024-11-271h 07Macro Voices
Macro VoicesMacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X ⚫ Follow Daniel Lacalle on X: https://www.x.com/DLacalle_IA 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4fZfrCU   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Sub...
2024-11-211h 08Macro Voices
Macro VoicesMacroVoices #454 Vincent Deluard: The Five Body ProblemMacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN ⚫ Follow Vincent on X: https://www.x.com/VincentDeluard 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/48NM7No   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to...
2024-11-141h 18Macro Voices
Macro VoicesMacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential ElectionMacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX   ⚫ Follow Pippa X: https://www.x.com/DrPippaM ⚫ Subscribe To Pippa’s Substack: https://drpippa.substack.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/40Hq5dn   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://w...
2024-11-071h 31Macro Voices
Macro VoicesMacroVoices #452 Darius Dale: No Difference Between Trump & HarrisMacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb ⚫ Follow Darius Dale on X: https://www.x.com/DariusDale42 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YLjQUr ...
2024-10-311h 15Macro Voices
Macro VoicesMacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICSMacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt ⚫ Follow Brent Johnson on X: https://www.x.com/SantiagoAuFund 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3BYjfG1   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktowns...
2024-10-241h 10Macro Voices
Macro VoicesMacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & ChinaMacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL ⚫ Follow Anas Alhajji on Substack: https://anasalhajjieoa.substack.com/ ⚫ Follow Anas Alhajji on X: https://www.x.com/AnasAlhajji 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3YcQn3Y   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://er...
2024-10-171h 01Macro Voices
Macro VoicesMacroVoices #449 Harley Bassman: The Magic of MortgagesMacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9 ⚫ Follow Harley Bassman on X: https://www.x.com/ConvexityMaven 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dARobW   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out...
2024-10-1055 minMacro Voices
Macro VoicesMacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is AcceleratingMacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65 ⚫ Follow Luke Gromen on X: https://www.x.com/LukeGromen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4erbNRT   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check o...
2024-10-031h 11Macro Voices
Macro VoicesMacroVoices #447 Eric Peters: US/EU/China, Competitive OutlookMacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3TIqpnK   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check...
2024-09-2655 minMacro Voices
Macro VoicesMacroVoices #446 Matt Barrie: AI’ll Be Back!MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3   ⚫ Follow Matt Barrie on X: https://www.x.com/Matt_Barrie   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.co...
2024-09-191h 19Macro Voices
Macro VoicesMacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not TransitoryMacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT ⚫ Follow Jim Bianco on X: https://www.x.com/biancoresearch 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3z6celr ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick...
2024-09-121h 10Macro Voices
Macro VoicesMacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be BetterMacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK   ⚫ Follow Sachem Cove Partners on X: https://www.x.com/SachemCove 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eehoKL   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patri...
2024-09-051h 21Macro Voices
Macro VoicesMacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & MoreMacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm   ⚫ Follow Viktor on X: https://www.x.com/ViktorShvets 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3T8HDu1   ✅Sign up for a FREE 14-day t...
2024-08-291h 06Macro Voices
Macro VoicesMacroVoices #442 Ole Hansen: Year of The MetalsMacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not. https://bit.ly/3T3rypx   ⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3XdTJED   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channe...
2024-08-221h 02Macro Voices
Macro VoicesMacroVoices #441 Diego Parrilla: The Revenge of The Anti-BubblesMacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p   ⚫ Follow Diego on X: https://www.x.com/ParrillaDiego 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3M9XNzD   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbY...
2024-08-151h 05Macro Voices
Macro VoicesMacroVoices #440 Louis-Vincent Gave: What Just Happened?MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn   ⚫ Follow Louis on X: https://www.x.com/Gave_Vincent ⚫ Find Out More: https://web.gavekal.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4dACC5j   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH
2024-08-081h 32Macro Voices
Macro VoicesMacroVoices #439 Rory Johnston: Discretionary Risks To The Oil MarketMacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV   ⚫ Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ⚫ Find Out More: https://www.commoditycontext.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Ag1QaI   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe...
2024-08-011h 13Macro Voices
Macro VoicesMacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for MarketsMacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU   ⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic ⚫ Find Out More: https://www.bcaresearch.com/ 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Yk6iPQ   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH   🔴 Subscribe to Patrick’s Youtube...
2024-07-251h 25Macro Voices
Macro VoicesMacroVoices #437 Lyn Alden: Energy Security, Precious Metals & MoreMacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK   ⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact ⚫ Find Out More: https://www.lynalden.com 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3WbYmgH   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna
2024-07-181h 05Macro Voices
Macro VoicesMacroVoices #436 Tian Yang: Left & Right TailsMacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc   ⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eWdN5o   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscribe to...
2024-07-121h 01Macro Voices
Macro VoicesMacroVoices #435 Daniel Lacalle: Navigating Monetary DebasementMacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P   ⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check o...
2024-07-0355 minMacro Voices
Macro VoicesMacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH   ⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/ ⚫ Follow Bill on X: https://www.x.com/bill_blain   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3zlNrJI   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Pa...
2024-06-271h 04Macro Voices
Macro VoicesMacroVoices #433 David Rosenberg: Calling The FED’s BluffMacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA   ⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/ ⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KT5tWi   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2...
2024-06-201h 04Macro Voices
Macro VoicesMacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & MoreMacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb   ⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3xgyDLJ   ✅SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: https://bit.ly/3XlUITF ✅Sign up for a FREE 14-day trial at Big Picture Trading...
2024-06-131h 07Macro Voices
Macro VoicesMacroVoices #431 Lakshman Achuthan: 2024 Turning PointsMacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v   ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4c7SjjF   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscr...
2024-06-0655 minMacro Voices
Macro VoicesMacroVoices #430 Jim Bianco: Rate Hike On DeckMacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E   ⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KnqnN6   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ce...
2024-05-301h 09Macro Voices
Macro VoicesMacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy GeopoliticsMacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo   ⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji ⚫ Check Out Anas Alhajji’s Substack: https://anasalhajjieoa.substack.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/44YqJD9   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD    🔴 Subscribe to Patrick’s Youtube Channel...
2024-05-231h 06Macro Voices
Macro VoicesMacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious MetalsMacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub   ⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ⚫ Check Out: https://www.gorozen.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bFenlx   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscri...
2024-05-161h 10Macro Voices
Macro VoicesMacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy RevolutionMacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu   ⚫ Find out More: https://www.copenhagenatomics.com/   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna  
2024-05-091h 30Macro Voices
Macro VoicesMacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global UncertaintyMacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d   ⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund ⚫ Find out More: https://santiagocapital.com/     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4bld0rU   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe t...
2024-05-021h 10Macro Voices
Macro VoicesMacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and MoreMacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP   ⚫ Follow Alex on X: @agurevich23 ⚫ Find out More: honteinv.com   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3UzhqVJ   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscri...
2024-04-251h 04Macro Voices
Macro VoicesMacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPRMacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L   ⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston ⚫ Find out More: https://www.commoditycontext.com     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vTbbnh   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https...
2024-04-181h 04Macro Voices
Macro VoicesMacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull MarketMacroVoices Erik Townsend &  Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6   ⚫ Follow Justin on X: @UraniumInsider ⚫ Find out More: www.uraniuminsider.com     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/43SHq2e   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Cer...
2024-04-111h 16Macro Voices
Macro VoicesMacroVoices #422 Larry McDonald: How To Listen When Markets SpeakMacroVoices Erik Townsend &  Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP   ⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO ⚫ Follow Larry on X: @Convertbond ⚫ Find out More: thebeartrapsreport.com   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49weM8E   ✅Sign up for a FREE 14-day trial at Big Picture Tra...
2024-04-041h 01Macro Voices
Macro VoicesMacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…MacroVoices Erik Townsend &  Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np   ⚫ Follow Luke on X: @LukeGromen   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3IXSBgC   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik...
2024-03-2857 minMacro Voices
Macro VoicesMacroVoices #420 Ole Hansen: Green Shoots in The Commodity MarketsMacroVoices Erik Townsend &  Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn   ⚫ Follow Ole on X: @Ole_S_Hansen   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vig2Ox   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna  
2024-03-211h 07Macro Voices
Macro VoicesMacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition LandscapeMacroVoices Erik Townsend &  Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI   ⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3Pnif1Y   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtub...
2024-03-141h 06Macro Voices
Macro VoicesMacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk  MacroVoices Erik Townsend &  Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0   ⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU ⚫ Visit EuroDollar University: https://www.eurodollar.university/     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3wLe4Xn   ✅Sign up for a FREE 14-day trial at Bi...
2024-03-071h 09Macro Voices
Macro VoicesMacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4   ⚫ Follow Jim on X: @BiancoResearch ⚫ Check Out Bianco Research: https://www.biancoresearch.com     🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3uGcbus   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe t...
2024-02-291h 02Macro Voices
Macro VoicesMacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq     ⚫ Follow Mike on X: https://www.twitter.com/profplum99 ⚫ Follow Mike on Substack : https://www.yesigiveafig.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/42MYjuW   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Patrick’s Youtube Channel: https...
2024-02-221h 13Macro Voices
Macro VoicesMacroVoices #415 Tian Yang: Fiscal, Sisyphus or HerculesMacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej   ⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception ⚫ Find Out More About Variant Perception: https://www.variantperception.com   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/49gJYcm   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Erik's Substack: https://eriktownsend.s...
2024-02-151h 03Macro Voices
Macro VoicesMacroVoices #414 Louis Vincent Gave: Party Like it’s 1999MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA   ⚫ Follow Louis on X: https://twitter.com/Gave_Vincent ⚫ Find Out More About Gavekal: https://web.gavekal.com/   🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3SOovls   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD   🔴 Subscribe to Erik's Substack: https...
2024-02-081h 09Macro Voices
Macro VoicesMacroVoices #413 Darius Dale: Still BullishMacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish.     🔻Download 42 Macro Chart Book: https://bit.ly/3SeLTXO ⚫ Follow Darius on X: https://twitter.com/DariusDale42 ⚫ Find Out More About 42 Macro: https://42macro.com/   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr   🔻Downloa...
2024-02-011h 03Macro Voices
Macro VoicesMacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook UpdateMacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT     ⚫ Follow Anas on X: https://twitter.com/anasalhajji ⚫ Check Out Anas’s Substack: https://anasalhajjieoa.substack.com/     🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   🔴 Nuclear SMRs VS Renewables: https...
2024-01-251h 10Macro Voices
Macro VoicesMacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and MoreMacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3   ⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland ⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/       🌟The Gold Standard of Profits🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩   Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar Monday January 22nd, 2024 at 1:00pm ET Register here for 𝗙𝗥𝗘𝗘: https://www.bigpicturetrading.com/gold     🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Cr...
2024-01-1855 minMacro Voices
Macro VoicesMacroVoices #410 Justin Huhn: Investing in All Things NuclearMacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares.   ⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider ⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com     🌟The Gold Standard of Profits🌟 𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩   Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar Monday January 15th, 2024 at 1:00pm ET Register here for 𝗙𝗥𝗘𝗘: https://www.bigpicturetrading.com/gold     🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/  
2024-01-111h 30Macro Voices
Macro VoicesMacroVoices #409 Mark Nelson: All Things Nuclear EnergyMacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on the contemporary challenges entwined with nuclear regulations. https://bit.ly/3H52Kan   Follow Mark Nelson on X: https://twitter.com/energybants Check Out: https://www.radiantenergygroup.com/   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr Do...
2024-01-042h 09Macro Voices
Macro VoicesMacroVoices #408 Lyn Alden: Broken EnergyMacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complications that may arise with each. https://bit.ly/3RAdIJW   Follow Lyn on X: https://twitter.com/LynAldenContact Check Out: https://www.lynalden.com/   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr Download Lyn Alden's: Broken Energy Ch...
2023-12-281h 48Macro Voices
Macro VoicesMacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & MoreMacroVoice'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://bit.ly/3TGqLfc ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join...
2023-12-211h 31Macro Voices
Macro VoicesMacroVoices #406 Matt Barrie: AI-pocalypse NowMacrovoice'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.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3v3bZFq ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check...
2023-12-141h 23Macro Voices
Macro VoicesMacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The GlobeMacroVoice'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   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41giQXR ✅Sign up for a FREE 14-day trial at Big...
2023-12-071h 26Macro Voices
Macro VoicesMacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing​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 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QPPxIe ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Please visit our website https://www.macrovoices.com to register your free...
2023-11-091h 16Macro Voices
Macro VoicesMacroVoices #400 Rory Johnston: All Things OilMacroVoices 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 a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting...
2023-11-021h 23Macro Voices
Macro VoicesMacroVoices #397 Alex Gurevich: The Real Rates TsunamiMacroVoices 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/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3PTuFOD ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J  
2023-10-121h 07Macro Voices
Macro VoicesMacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming BackMacroVoices 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 chartbook 📈📉 https://bit.ly/3RBr8a0 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Please visit our website https://www.macrovoices.c...
2023-09-281h 19Macro Voices
Macro VoicesMacroVoices #394 Louis-Vincent Gave: China, Energy & MoreMacroVoices 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 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Please visit our website https://www.macrovoices.com to register your free account to gain access to...
2023-09-211h 11Macro Voices
Macro VoicesMacroVoices #392 Jesse Felder: Questioning the Soft Landing NarrativeMacroVoices 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 Trading chartbook 📈📉 https://bit.ly/3RbCyRu  ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Please visit o...
2023-09-071h 09Macro Voices
Macro VoicesMacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU   Download Big Picture Trading chartbook 📈📉https://bit.ly/3x9ZjuB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Please visit our website http...
2022-09-091h 23Macro Voices
Macro VoicesMacroVoices #315 Joseph Wang: Post-FOMC RundownMacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency.   Link: https://bit.ly/3wiuUdM Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3MVD3uJ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
2022-03-171h 05Macro Voices
Macro VoicesMacroVoices #306 Darius Dale: Reflation Will Give Way To DeflationMacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality. Link: https://bit.ly/3I3UmX3
2022-01-131h 33Macro Voices
Macro VoicesMacroVoices #271 Harley Bassman: Hedging a High Interest FutureMacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it's so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it. Then be...
2021-05-141h 05