Macro Voices
Episodes
MacroVoices #431 Lakshman Achuthan: 2024 Turning Points
06 Jun 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why in...
MacroVoices #430 Jim Bianco: Rate Hike On Deck
30 May 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious ...
MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics
23 May 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian Pres...
MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals
16 May 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, ...
MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution
09 May 2024
Contributed by Lukas
MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fis...
MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty
02 May 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar aga...
MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More
25 Apr 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation wil...
MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR
18 Apr 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, ...
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
11 Apr 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull marke...
MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
04 Apr 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correl...
MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…
28 Mar 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’...
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
21 Mar 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities...
MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape
14 Mar 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will d...
MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk
07 Mar 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major ...
MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?
29 Feb 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has ...
MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
22 Feb 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and...
MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules
15 Feb 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and t...
MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
08 Feb 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Ele...
MacroVoices #413 Darius Dale: Still Bullish
01 Feb 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields ...
MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update
25 Jan 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, c...
MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More
18 Jan 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing,...
MacroVoices #410 Justin Huhn: Investing in All Things Nuclear
11 Jan 2024
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in ...
MacroVoices #409 Mark Nelson: All Things Nuclear Energy
04 Jan 2024
Contributed by Lukas
MacroVoice's Erik Townsend & Patrick Ceresna welcome Mark Nelson as the special holiday guest for the New Year. Erik and Mark will delve into the ...
MacroVoices #408 Lyn Alden: Broken Energy
28 Dec 2023
Contributed by Lukas
MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternati...
MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More
21 Dec 2023
Contributed by Lukas
MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why ...
MacroVoices #406 Matt Barrie: AI-pocalypse Now
14 Dec 2023
Contributed by Lukas
Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the poten...
MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe
07 Dec 2023
Contributed by Lukas
MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopoli...
MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
30 Nov 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest convictio...
MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More
22 Nov 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic wea...
MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
16 Nov 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicato...
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing
09 Nov 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh wil...
MacroVoices #400 Rory Johnston: All Things Oil
02 Nov 2023
Contributed by Lukas
MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the prediction...
MacroVoices #399 Ole S Hansen: Still Bullish Commodities
26 Oct 2023
Contributed by Lukas
MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this week’s guest. Ole says the bull market has paused in some commodities,...
MacroVoices #398 Lyn Alden: Broken Money
19 Oct 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving...
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
12 Oct 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex i...
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
05 Oct 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond y...
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
28 Sep 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflat...
MacroVoices #394 Louis-Vincent Gave: China, Energy & More
21 Sep 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economi...
MacroVoices #393 Harley Bassman: Convexity Spells Opportunity
14 Sep 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is ...
MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative
07 Sep 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing na...
MacroVoices #391 Brent Johnson: The Dollar Is Not Done
31 Aug 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U....
MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence
24 Aug 2023
Contributed by Lukas
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 imp...
MacroVoices #389 Justin Huhn: Update On All Things Nuclear
17 Aug 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the n...
MacroVoices #388 Lakshman Achuthan: Recession Still On Deck
10 Aug 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected...
MacroVoices #387 Jeff Snider: On Deflation and Soft Landing
03 Aug 2023
Contributed by Lukas
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...
MacroVoices #386 Lyn Alden: Energy, Inflation & much more
27 Jul 2023
Contributed by Lukas
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...
MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More
20 Jul 2023
Contributed by Lukas
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 C...
MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated
13 Jul 2023
Contributed by Lukas
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 ...
MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis
06 Jul 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immac...
MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars
29 Jun 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss th...
MacroVoices #381 Leigh Goehring: Global Food Crisis Update
22 Jun 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the forma...
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
15 Jun 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkis...
MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more
08 Jun 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss whether inflation is transitory, sticky, or secular, the outlo...
MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown
01 Jun 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to the show to discuss all things precious metals - from the fundamental outloo...
MacroVoices #377 Daniel Lacalle: On The Road To Stagflation
25 May 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situati...
MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
18 May 2023
Contributed by Lukas
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...
MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more
11 May 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the bank...
MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?
04 May 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Whalen Global Advisors founder Chris Whalen to the show to discuss the formative banking crisis,...
MacroVoices #373 Ole Hansen: Commodities Update
27 Apr 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and th...
MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In
20 Apr 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for...
MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year
13 Apr 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the u...
MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium
06 Apr 2023
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and...
MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation
29 Mar 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the...
MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
23 Mar 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yester...
MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
16 Mar 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes Forest for the Trees founder Luke Gromen to the show to discuss how the US Dollar has fared in the wake of central ...
MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
09 Mar 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopoli...
MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion
02 Mar 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude...
MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
23 Feb 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stoc...
MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked
16 Feb 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak’s recession call from last summer, which he’s s...
ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy
14 Feb 2023
Contributed by Lukas
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis. This is a new version of this episode re-written based ...
ENERGY DOC *NEW REVISED VERSION* Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis
13 Feb 2023
Contributed by Lukas
Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis. This is a new version of this episode re-written based ...
ENERGY DOC *NEW REVISED VERSION* Episode 1: Why Energy Transition is the greatest challenge humanity faces
12 Feb 2023
Contributed by Lukas
Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis. This is a new version of this episode re-written base...
MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?
09 Feb 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes Eurodollar University founder Jeff Snider to the show to discuss whether the Fed has really achieved the soft landi...
Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis
05 Feb 2023
Contributed by Lukas
Sneak preview of Erik Townsend’s upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it w...
MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
02 Feb 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes Honte investments fund manager Alex Gurevich to the show. They discuss this week’s FOMC statement and press brief...
Energy Doc Episode #4: What’s wrong with Nuclear Energy?
29 Jan 2023
Contributed by Lukas
Sneak preview of @ErikSTownsend’s upcoming docuseries about the coming global energy crisis. Why it can’t be avoided, what caused it, and what it ...
MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more
26 Jan 2023
Contributed by Lukas
MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recess...
MacroVoices #359 Lyn Alden: 2023 Macro Outlook
19 Jan 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes Lyn Alden to the show. They revisit her crude oil outlook then dive into a slide deck exploring Lyn’s most intere...
MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited
12 Jan 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes the founder of the Ivanhoe mining empire, Robert Friedland to the show. They discuss the geopolitical change toward...
MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half
05 Jan 2023
Contributed by Lukas
MacroVoices Erik Townsend welcomes 42 Macro founder Darius Dale to the show. Darius told us one year ago that 2022 could be a crash year for the stock...
MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
29 Dec 2022
Contributed by Lukas
MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear en...
MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
22 Dec 2022
Contributed by Lukas
In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark star...
MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
15 Dec 2022
Contributed by Lukas
MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. T...
MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions
08 Dec 2022
Contributed by Lukas
MacroVoices welcomes Luke Gormen to the show to discuss whether the bear market rally in equities is over, whether inflation has peaked, and how the U...
MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
01 Dec 2022
Contributed by Lukas
MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear m...
MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical
23 Nov 2022
Contributed by Lukas
MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the pr...
MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
17 Nov 2022
Contributed by Lukas
MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up W...
MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
10 Nov 2022
Contributed by Lukas
MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and dema...
MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
03 Nov 2022
Contributed by Lukas
One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pande...
MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
27 Oct 2022
Contributed by Lukas
Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices real...
MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
20 Oct 2022
Contributed by Lukas
MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-open...
MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think
13 Oct 2022
Contributed by Lukas
MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic s...
MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
06 Oct 2022
Contributed by Lukas
MacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite ...
MacroVoices #343 Jeff Snider: Why the Dollar Remains King
29 Sep 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring...
MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
22 Sep 2022
Contributed by Lukas
In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to ex...
MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
15 Sep 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’...
MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!
08 Sep 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implicat...
MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended
01 Sep 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, ...
MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar
25 Aug 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show to take a deep dive on the U.S. Dollar: Why i...
MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine
18 Aug 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have di...