podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
Requests@macrovoices.com (Hedge Fund Manager Erik Townsend)
Shows
Macro Voices
MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK
MacroVoices 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...
2025-07-24
1h 23
Macro Voices
MacroVoices #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...
2025-07-17
1h 07
Macro Voices
MacroVoices #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...
2025-07-10
1h 15
Macro Voices
MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets
MacroVoices 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
2025-07-03
1h 08
Macro Voices
MacroVoices #486 David Rosenberg: Navigating Choppy Waters
MacroVoices 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...
2025-06-26
1h 07
Macro Voices
MacroVoices #485 Jeff Currie: The Joule Order
MacroVoices 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...
2025-06-18
1h 09
Macro Voices
MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum
MacroVoices 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...
2025-06-12
1h 09
Macro Voices
MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America
MacroVoices 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...
2025-06-05
58 min
Macro Voices
MacroVoices #482 Mike Green: What The Market Is Not Discounting
MacroVoices 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...
2025-05-29
1h 00
Macro Voices
MacroVoices #481 Jim Bianco: This is The End of The Beginning
MacroVoices 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...
2025-05-22
1h 06
Macro Voices
MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles
MacroVoices 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...
2025-05-15
1h 12
Macro Voices
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher
MacroVoices 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...
2025-05-01
1h 13
Macro Voices
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis
MacroVoices 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...
2025-04-24
1h 08
Macro Voices
MacroVoices #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...
2025-04-17
1h 12
Macro Voices
MacroVoices #475 Simon White: The Dawn of A New Financial Order
MacroVoices 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...
2025-04-10
1h 20
Macro Voices
MacroVoices #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...
2025-04-03
1h 30
Macro Voices
MacroVoices #473 Matt Barrie: AI of The Storm
MacroVoices 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...
2025-03-27
1h 24
Macro Voices
MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets
MacroVoices 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...
2025-03-20
1h 14
Macro Voices
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
MacroVoices 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 ...
2025-03-13
1h 14
Macro Voices
MacroVoices #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...
2025-03-06
1h 01
Macro Voices
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens
MacroVoices 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...
2025-02-27
1h 09
Macro Voices
MacroVoices #468 Darius Dale: Changing World Order
MacroVoices 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...
2025-02-20
1h 15
Macro Voices
MacroVoices #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/...
2025-02-13
1h 22
Macro Voices
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better
MacroVoices 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/
2025-02-06
1h 03
Macro Voices
MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
MacroVoices 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...
2025-01-30
1h 07
Macro Voices
MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens
MacroVoices 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...
2025-01-23
1h 07
Macro Voices
MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal
MacroVoices 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...
2025-01-16
1h 13
Macro Voices
MacroVoices #462 Luke Gromen: 2025 Outlook
MacroVoices 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
2025-01-09
1h 00
Macro Voices
MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition
MacroVoices 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...
2024-12-31
1h 55
Macro Voices
MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition
MacroVoices 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...
2024-12-24
1h 57
Macro Voices
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets
MacroVoices 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...
2024-12-19
1h 11
Macro Voices
MacroVoices #458 David Rosenberg: Lament of A Bear
MacroVoices 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...
2024-12-12
1h 09
Macro Voices
MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
MacroVoices 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...
2024-12-05
1h 10
Macro Voices
MacroVoices #456 Jeff Currie: Repricing of Macro Markets
MacroVoices 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...
2024-11-27
1h 07
Macro Voices
MacroVoices #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...
2024-11-21
1h 08
Macro Voices
MacroVoices #454 Vincent Deluard: The Five Body Problem
MacroVoices 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...
2024-11-14
1h 18
Macro Voices
MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election
MacroVoices 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...
2024-11-07
1h 31
Macro Voices
MacroVoices #452 Darius Dale: No Difference Between Trump & Harris
MacroVoices 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 ...
2024-10-31
1h 15
Macro Voices
MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS
MacroVoices 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...
2024-10-24
1h 10
Macro Voices
MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China
MacroVoices 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...
2024-10-17
1h 01
Macro Voices
MacroVoices #449 Harley Bassman: The Magic of Mortgages
MacroVoices 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...
2024-10-10
55 min
Macro Voices
MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating
MacroVoices 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...
2024-10-03
1h 11
Macro Voices
MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook
MacroVoices 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...
2024-09-26
55 min
Macro Voices
MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory
MacroVoices 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...
2024-09-12
1h 10
Macro Voices
MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better
MacroVoices 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...
2024-09-05
1h 21
Macro Voices
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More
MacroVoices 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...
2024-08-29
1h 06
Macro Voices
MacroVoices #442 Ole Hansen: Year of The Metals
MacroVoices 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...
2024-08-22
1h 02
Macro Voices
MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles
MacroVoices 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...
2024-08-15
1h 05
Macro Voices
MacroVoices #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
2024-08-08
1h 32
Macro Voices
MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
MacroVoices 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...
2024-08-01
1h 13
Macro Voices
MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets
MacroVoices 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...
2024-07-25
1h 25
Macro Voices
MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More
MacroVoices 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
2024-07-18
1h 05
Macro Voices
MacroVoices #436 Tian Yang: Left & Right Tails
MacroVoices 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...
2024-07-12
1h 01
Macro Voices
MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement
MacroVoices 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...
2024-07-03
55 min
Macro Voices
MacroVoices #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...
2024-06-27
1h 04
Macro Voices
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
MacroVoices 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...
2024-06-20
1h 04
Macro Voices
MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More
MacroVoices 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...
2024-06-13
1h 07
Macro Voices
MacroVoices #431 Lakshman Achuthan: 2024 Turning Points
MacroVoices 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...
2024-06-06
55 min
Macro Voices
MacroVoices #430 Jim Bianco: Rate Hike On Deck
MacroVoices 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...
2024-05-30
1h 09
Macro Voices
MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics
MacroVoices 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...
2024-05-23
1h 06
Macro Voices
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
MacroVoices 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...
2024-05-16
1h 10
Macro Voices
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
MacroVoices 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
2024-05-09
1h 30
Macro Voices
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
MacroVoices 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...
2024-05-02
1h 10
Macro Voices
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
MacroVoices 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...
2024-04-25
1h 04
Macro Voices
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
MacroVoices 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...
2024-04-18
1h 04
Macro Voices
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
MacroVoices 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...
2024-04-11
1h 16
Macro Voices
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
MacroVoices 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...
2024-04-04
1h 01
Macro Voices
MacroVoices #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...
2024-03-28
57 min
Macro Voices
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
MacroVoices 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
2024-03-21
1h 07
Macro Voices
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
MacroVoices 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...
2024-03-14
1h 06
Macro Voices
MacroVoices #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...
2024-03-07
1h 09
Macro Voices
MacroVoices #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...
2024-02-29
1h 02
Macro Voices
MacroVoices #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...
2024-02-22
1h 13
Macro Voices
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
MacroVoices 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...
2024-02-15
1h 03
Macro Voices
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
MacroVoices 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...
2024-02-08
1h 09
Macro Voices
MacroVoices #413 Darius Dale: Still Bullish
MacroVoices 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...
2024-02-01
1h 03
Macro Voices
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
MacroVoices 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...
2024-01-25
1h 10
Macro Voices
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
MacroVoices 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...
2024-01-18
55 min
Macro Voices
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
MacroVoices 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/
2024-01-11
1h 30
Macro Voices
MacroVoices #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...
2023-11-09
1h 16
Macro Voices
MacroVoices #400 Rory Johnston: All Things Oil
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 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...
2023-11-02
1h 23
Macro Voices
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
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/@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
2023-10-12
1h 07
Macro Voices
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
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 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...
2023-09-28
1h 19
Macro Voices
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
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 ✅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...
2023-09-21
1h 11
Macro Voices
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
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 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...
2023-09-07
1h 09
Macro Voices
MacroVoices #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...
2022-09-09
1h 23
Macro Voices
MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp Download Harley’s slidedeck 📈📉 https://bit.ly/3aYGHpq Download Big Picture Trading chartbook 📈📉https://bit.ly/3Oq3FDw ✅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 fre...
2022-07-22
1h 40
Macro Voices
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show. They take a deep dive on energy markets and the tug-of-war between recession fears pulling oil prices lower and tight physical markets implying they’re already too low. They also look at inflation, the U.S. dollar, treasury yields and what Lyn expects them to do if inflation worsens, and much more. https://bit.ly/3Od3VFM Download Lyn's Slide deck 📈📉 https://bit.ly/3z2H6jL Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3RCmqqc ✅Sign up for a FREE 14-day tri...
2022-07-15
1h 25
Macro Voices
MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. Jeff says that monetary inflation is NOT the cause of out-of-control consumer prices, and he doesn’t see stagflation as a big risk. They discuss all of that and much more in this week’s feature interview. https://bit.ly/3uvwbMI Download Jeff's Charts 📈📉 https://bit.ly/3c1vHrD Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NQoN5u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https...
2022-07-07
1h 29
Macro Voices
MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he says there’s plenty of room for both markets and the economy to get worse before they get better. https://bit.ly/3OBv9qy Download Julian's Charts 📈📉 https://bit.ly/3uCyTQX Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3acmCeG ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Pl...
2022-06-30
1h 30
Macro Voices
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how much U.S. exports can ease that dependency, and much more. https://bit.ly/3OeUKFc Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Qr8pes ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.mac...
2022-06-17
1h 32
Macro Voices
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metals, Luke’s outlook for the USD, and much more. https://bit.ly/39l40sH Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3mAPyQa ✅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 materials
2022-06-10
1h 27
Macro Voices
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the theme is Stagflation. They take a dive into that subject on this week’s gold-focused show. https://bit.ly/3tc23FN Ronnie's slide deck 📄 In Gold We Trust Report 2022 In Gold We Trust Report 2022 - Compact Version IGWT 2022 Summary Video IGWT 2022 Press Conference Big Picture Trading Chart Book June 2 2022 Please visit our website https://www.macrovoices.com to register...
2022-06-02
1h 14
Macro Voices
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception CEO and head of market research Tian Yang to the show. They go through VP’s latest leading economic indicator research, and discuss whether the current equity rout signals an oncoming recession, or if it’s just a mid-cycle pullback. https://bit.ly/3aexnwM Download Variant Perception Leading Indicator Watch 📑 https://bit.ly/3GCRd17 Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3NCyrJh ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website...
2022-05-26
1h 18
Macro Voices
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI Join Free LIVE webinar this Sunday May 22nd at 11am ET: https://bit.ly/3FYN4nL Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3Nm7wkQ ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please...
2022-05-19
1h 29
Macro Voices
MacroVoices #323 David Rosenberg: The Fed Put Has Expired
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about the stock market, and was being ridiculed at the time by his perma-bull peers. Seems he was onto something, and he joins us again to give us an update. https://bit.ly/3svCtLo Rosenberg Research 30-Day Free Trial: https://bit.ly/3L3yWKM Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3wqdo5D ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
2022-05-12
1h 26
Macro Voices
MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Abaxx Technologies CEO Josh Crumb to the show to take a deep dive on the future of decentralized finance. https://bit.ly/3Firk5K Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
2022-05-05
1h 48
Macro Voices
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and the escalating war situation mean for commodities. https://bit.ly/3rYhYXF Download Ole's charts 📈📉https://bit.ly/37LYFtN Download Big Picture Trading Chartbook 📈📉 https://bit.ly/39pax5j ✅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 materials
2022-04-28
1h 26
Macro Voices
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more. Link: https://bit.ly/3mqvHna
2021-12-23
1h 05
Macro Voices
MacroVoices #264 Robert Friedland: Investing in the Green Revolution
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
2021-03-25
1h 25