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

August 4, 2022 80 min

MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv

 

Download David's charts: https://bit.ly/3OYUhqS

Check out David's newsletter Haymaker 

David's audio book - Bubble 3.0 (get ...

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MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc

 

Download Goehring & Rozencwajg Market Commentary Q1 2022: https://bit.ly/3S9seYA

 

Download Big Picture Tradin...

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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

✅Sig...

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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 &#x...

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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 📈📉 ...

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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...

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MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc

Download 42 Macro charts here 👉 https://bit.ly/3buzrBG

Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3y...

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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...

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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.co...

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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 Pict...

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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 Pictur...

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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...

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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 📈...

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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

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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: http...

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MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s Mike Green to the show to discuss why he thinks World War III had begun long before this year, what he see on the horizon and what it means for investors and markets. https://bit.ly/3K27MU3

 

Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3xLReNO

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

...

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MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s headed in the long run.

 

Link: https://bit.ly/3vhQU6o

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MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ

 

Blain's Morning Porridge 📄: https://morningporridge.com/

Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3ujHZlN

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.l...

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MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will mean for the economy and financial markets. Then in postgame, Dakota Gold CEO Jonathan Awde joins to discuss the performance of precious metals markets, private placement logistics, and much more.

Download a sample issue of Note at the Margin https://bit.ly/3IYA3KJ

Visit Dakota Gold: ...

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MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond yields to the dollar’s role as reserve currency. https://bit.ly/3iB4fRg

 

Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3iBeepY

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J

 

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