Macro Voices

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

June 13, 2024 67 mins

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/

 

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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

 

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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

 

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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/

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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/

 

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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...

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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/

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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

 

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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

 

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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

 

 

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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 La...

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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

 

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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

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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

 

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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

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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

 

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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/

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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

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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/

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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/

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