Macro Voices
Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
Episodes
MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sVfw7q
MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF
Download Harley's charts: https://bit.ly/45TT516
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCris...
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.l...
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB
Download Brent’s charts: https://bit.ly/44xYY2r
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3sEGm3s
In this summer special episode, Erik Townsend welcomes Freelancer.com CEO Matt Barrie to the show for an extra long interview to discuss the macro impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW
AI know what you did last summer. - Matt Barrie
Please visit our website https://www.macrovoices.com to register your free account to gain access to s...
MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y
Download Justin’s slide deck: https://bit.ly/3YEle9w
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3KKFCAb
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o
Download Lakshman’s Charts: https://bit.ly/45ndvih
...MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the inflation story over one of Jeff’s infamous chart decks and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ
Download Jeff’s Charts: https://bit.ly/459utkc
Visit Eurodollar University: https://www.eurodollar.university/
Check out Eurodollar University on YouTube: https://www.youtube.com/@eurodo...
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to take a deep dive on energy, everything from crude oil to natural gas to shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI
Download Lyn’s Charts: https://bit.ly/475fOZ4
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3rM2yZ8
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz
⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money
Download Big Picture Trading chartbook 📈📉 https://bit....
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss what the bears got wrong, why Darius thinks there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand r...
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr
Download Juliette’s charts: https://bit.ly/3pyYn2f
⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️
Sign up here ➡️ https://www.bigpicturetrading.com/money
MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss the aborted coup in Russia last weekend before moving on to issues affecting the United States. https://bit.ly/3CQ9KG3
Check out Pippa's substack: https://drpippa.substack.com/
Download Big Picture Trading chartbook 📈📉 https://bit.ly/46mv2bT
MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the formative global food crisis resulting from more of the world’s economies advancing to the point where far more people eat meat all over the world. https://bit.ly/3Pr09wU
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CHC4u5
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. https://bit.ly/3Cy5V84
Download Big Picture Trading chartbook 📈📉 https://bit.ly/42FY3fC
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Check out Nick's YouTube channel: https://www.y...
MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss whether inflation is transitory, sticky, or secular, the outlook for yields and equity markets, artificial intelligence, precious metals, and much more. https://bit.ly/42KlbcZ
Download Big Picture Trading chartbook 📈📉 https://bit.ly/43u8tzU
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to the show to discuss all things precious metals - from the fundamental outlook to likely possibility of an even deeper correction than we’ve seen so far before the yellow metal makes an assault on new all-time highs in U.S. dollar terms. https://bit.ly/3WLKYQu
IGWT – Showdown: https://bit.ly/3oAxb2H In Gold We Trust Report: https://bit.ly/42qB4VO
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more. https://bit.ly/43va5t7
Check out Daniel's YouTube channel: https://www.youtube.com/@DanielLacalleInEnglish
Erik Townsend and Patrick Ceresna welcome Variant Perception CEO Tian Yang to the show to discuss the long-awaited U.S. recession, and the final flush in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl
Download Tian's charts here: https://bit.ly/3Oo0AaO
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3Oo0Ma2
MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more.
Vanguard's trillion-dollar man leads a fixed-income revolution 📃 https://bit.ly/41twl4U
Mike’s Substack: https://michaelwgreen.substack.com/
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