Macro Voices

MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict

07 May 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mea...

MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War

30 Apr 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They’ll discuss secular inflation, precious metals, the greater risk to E...

MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis

23 Apr 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term impl...

MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment

16 Apr 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflat...

MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis

09 Apr 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the...

MacroVoices #526 Matt Barrie: Pay To PrAI

02 Apr 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact ...

MacroVoices #525 Lyn Alden: Iran Contagion, Inflation & Private Credit

26 Mar 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the ...

MacroVoices #524 Simon White: War + Inflation = More Inflation

19 Mar 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in priva...

MacroVoices #523 Jim Bianco: Energy, FED & Economy in the wake of Iran conflict

12 Mar 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situati...

MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants

05 Mar 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Lokzak. They’ll discuss big picture of what the advanced nuclear industry needs to  d...

MacroVoices #521 Jeff Currie: The Great Rotation

26 Feb 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost...

MacroVoices #520 Michael Every: USD Stablecoins in The Age of Economic Statecraft

19 Feb 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD sta...

MacroVoices #519 Alex Gurevich: The Next Perfect Trade

12 Feb 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen, an...

MacroVoices #518 Dr. Anas Alhajji: Debunking The 2026 Oil Bear Narrative

05 Feb 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss the events that have transpired in energy markets since D...

MacroVoices #517 Justin Huhn: Uranium at The Tipping Point

29 Jan 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They’ll discuss the outlook for nuclear energy generally and for uranium marke...

MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis

22 Jan 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They’ll discuss why China is holding all the cards, and how those cards were...

MacroVoices #515 Rory Johnston: Why Trump is Keeping The Oil Price High

15 Jan 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They will discuss all things crude oil, starting with the Venezuela news and w...

MacroVoices #514 Darius Dale: 2026, Fasten Your Seat belts For Take-off

08 Jan 2026

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius thinks that one year from now in January 2027, we’ll p...

MacroVoices #513 Why Are All The Rich Guys Moving To New Zealand and What Do They Know?

31 Dec 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of...

MacroVoices #512 David Rosenberg: Will The 2025’s K become 2026’s

24 Dec 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about p...

MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026

18 Dec 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to ...

MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism

11 Dec 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They dicuss, what just happened and what it means for markets. https://bit.ly/4rR...

MacroVoices #509 Marko Papic: Geo-macro Outlook for 2026

04 Dec 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a poten...

MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change

26 Nov 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth an...

MacroVoices #507 Michael Howell: Is This The end of the Everything Bubble

20 Nov 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodici...

MacroVoices #506 Mike Green: Volatility, High-Yield, Precious Metals & More

13 Nov 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energ...

MacroVoices #505 Michael Every: Does Anyone Remember PMIs?

06 Nov 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for ...

MacroVoices #504 Brent Johnson: The Genius of Stablecoins

30 Oct 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for...

MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium

23 Oct 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit...

MacroVoices #502 Tian Yang: A Whiff of Reflation?

16 Oct 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll discuss the leading indicators Variant Perception uses to guide their ma...

MacroVoices #501 Matt Barrie: AI Caramba?

09 Oct 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble ab...

MacroVoices #500 Lyn Alden: What Will Stop This Train?

02 Oct 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it wo...

MacroVoices #499 Has The Luke Gromen Moment Arrived?

25 Sep 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interv...

MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?

18 Sep 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets,...

MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+

11 Sep 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meetin...

MacroVoices #496 Jim Bianco: The Post Covid Economy

04 Sep 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the un...

MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers

28 Aug 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global...

MacroVoices #494 Micheal Every: Markets, Policy, Russia & More

21 Aug 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.l...

MacroVoices #493 Ole Hansen: Commodities Are Heating Up!

14 Aug 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metal...

MacroVoices #492 Daniel Lacalle: The End of American Exceptionalism?

07 Aug 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They’ll discuss tariffs, recession risks, the European perspective on U.S...

MacroVoices #491 Rick Rule: Oil, Uranium & Precious Metals

31 Jul 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule.  They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/4...

MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK

24 Jul 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the...

MacroVoices #489 Darius Dale: Are You Positioned For The Melt-Up?

17 Jul 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent ...

MacroVoices #488 Lyn Alden: Run It Hot!

10 Jul 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’...

MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets

03 Jul 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. ht...

MacroVoices #486 David Rosenberg: Navigating Choppy Waters

26 Jun 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S....

MacroVoices #485 Jeff Currie: The Joule Order

18 Jun 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says th...

MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum

12 Jun 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprec...

MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America

05 Jun 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetar...

MacroVoices #482 Mike Green: What The Market Is Not Discounting

29 May 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike...

MacroVoices #481 Jim Bianco: This is The End of The Beginning

22 May 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — ...

MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles

15 May 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, p...

MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?

08 May 2025

Contributed by Lukas

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit an...

MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher

01 May 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold ca...

MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis

24 Apr 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them ...

MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?

17 Apr 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees the...

MacroVoices #475 Simon White: The Dawn of A New Financial Order

10 Apr 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is ...

MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!

03 Apr 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment rem...

MacroVoices #473 Matt Barrie: AI of The Storm

27 Mar 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the ...

MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets

20 Mar 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to internatio...

MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves

13 Mar 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything ...

MacroVoices #470 Michael Every: A Week Where Decades Happen?

06 Mar 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump s...

MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens

27 Feb 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective ...

MacroVoices #468 Darius Dale: Changing World Order

20 Feb 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for ...

MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord

13 Feb 2025

Contributed by Lukas

  MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which h...

MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better

06 Feb 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners h...

MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0

30 Jan 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscap...

MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens

23 Jan 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at ...

MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal

16 Jan 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effec...

MacroVoices #462 Luke Gromen: 2025 Outlook

08 Jan 2025

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications...

MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition

31 Dec 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This ...

MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition

24 Dec 2024

Contributed by Lukas

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special...

MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets

19 Dec 2024

Contributed by Lukas

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the globa...

MacroVoices #458 David Rosenberg: Lament of A Bear

12 Dec 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he ac...

MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

05 Dec 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about...

MacroVoices #456 Jeff Currie: Repricing of Macro Markets

27 Nov 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spre...

MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?

21 Nov 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining...

MacroVoices #454 Vincent Deluard: The Five Body Problem

14 Nov 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent ...

MacroVoices #453 Dr. Pippa Malmgren: Unconventional Insights on US Presidential Election

07 Nov 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, po...

MacroVoices #452 Darius Dale: No Difference Between Trump & Harris

31 Oct 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s...

MacroVoices #451 Brent Johnson: Macro Drivers of UST’s, PM’s & The Role of The BRICS

24 Oct 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook f...

MacroVoices #450 Dr. Anas Alhajji: Oil, Middle-East Politics & China

17 Oct 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical ris...

MacroVoices #449 Harley Bassman: The Magic of Mortgages

10 Oct 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade t...

MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

03 Oct 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, pr...

MacroVoices #447 Eric Peters: US/EU/China, Competitive Outlook

26 Sep 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to co...

MacroVoices #446 Matt Barrie: AI’ll Be Back!

19 Sep 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the...

MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory

12 Sep 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a po...

MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better

05 Sep 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the ...

MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More

29 Aug 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank polici...

MacroVoices #442 Ole Hansen: Year of The Metals

22 Aug 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to a...

MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles

15 Aug 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspe...

MacroVoices #440 Louis-Vincent Gave: What Just Happened?

08 Aug 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlo...

MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market

01 Aug 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim...

MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets

25 Jul 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to a...

MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More

18 Jul 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced...

MacroVoices #436 Tian Yang: Left & Right Tails

12 Jul 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian...

MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement

03 Jul 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of g...

MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?

27 Jun 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market me...

MacroVoices #433 David Rosenberg: Calling The FED’s Bluff

20 Jun 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David...

MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More

13 Jun 2024

Contributed by Lukas

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from prec...