Macro Voices
Episodes
MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
11 Aug 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to d...
MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession
04 Aug 2022
Contributed by Lukas
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 i...
MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis
28 Jul 2022
Contributed by Lukas
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 en...
MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More
21 Jul 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and b...
MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
14 Jul 2022
Contributed by Lukas
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 recess...
MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation
07 Jul 2022
Contributed by Lukas
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 co...
MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation
30 Jun 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests ...
MacroVoices #329 Darius Dale: A Recession Is The Bull Case
23 Jun 2022
Contributed by Lukas
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”, a...
MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
16 Jun 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – parti...
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
09 Jun 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss foreign divestiture of U.S. assets, inflation, precious metal...
MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022
02 Jun 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Incrementum fund manager, Ronnie Stoeferle to the show. In Gold We Trust 2022 is out, and the th...
MacroVoices #325 Tian Yang: Is it over yet? What do the data say?
26 May 2022
Contributed by Lukas
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...
MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway
19 May 2022
Contributed by Lukas
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...
MacroVoices #323 David Rosenberg: The Fed Put Has Expired
12 May 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. In his previous appearance, David expressed serious concerns about ...
MacroVoices #322 Josh Crumb: The Future of Decentralized Finance
05 May 2022
Contributed by Lukas
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 futur...
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
28 Apr 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank's commodities desk chief, Ole Hansen to the show to discuss what both inflation and th...
MacroVoices #320 Mike Green: Investment Strategies for World War III
21 Apr 2022
Contributed by Lukas
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 ...
MacroVoices #319 Jim Bianco: The Future of Decentralized Finance
14 Apr 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show for an interview entirely about Decentralized Finance and where it’s he...
MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG
07 Apr 2022
Contributed by Lukas
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 ES...
MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics
31 Mar 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome energy economist Philip Verleger to the show to discuss what the transition to zero carbon will ...
MacroVoices #316 Daniel Lacalle: Energy in the New War Economy
24 Mar 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis Chief Economist Daniel Lacalle to the show to discuss everything from inflation to bond ...
MacroVoices #315 Joseph Wang: Post-FOMC Rundown
17 Mar 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph di...
MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical
10 Mar 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now alm...
MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started
03 Mar 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in ...
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
25 Feb 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how pri...
MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?
17 Feb 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflat...
MacroVoices #310 Alex Gurevich: The Trades of March 2020
10 Feb 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss inflation, the U.S. Dollar, bond yields and stock prices in...
MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?
03 Feb 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to the show. They discuss everything from inflation to sustainability of Uber ...
MacroVoices#308 Ronald Stoeferle: Precious Metals Update
27 Jan 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome precious metals guru Ronald Stoeferle to the show to discuss the big picture of what's going on ...
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
20 Jan 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on infla...
MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation
13 Jan 2022
Contributed by Lukas
MacroVoices Erik Townsend and guest host Kevin Muir welcome 42 Macro founder Darius Dale to the show where he says the reflation trade is making a com...
MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More
06 Jan 2022
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of t...
MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
30 Dec 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They d...
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
23 Dec 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary vie...
MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets
16 Dec 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite d...
MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This
09 Dec 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagree...
MacroVoices #300 David Rosenberg: Last Disinflationist Standing
02 Dec 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has ...
MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
24 Nov 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show where she weighs in on where she agrees and where she disagrees with the v...
MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell
18 Nov 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counte...
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
11 Nov 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities...
MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency
04 Nov 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They s...
MacroVoices #295 David Hay: The Case for Greenflation
28 Oct 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with...
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
21 Oct 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, infla...
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
14 Oct 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solv...
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
07 Oct 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the i...
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
30 Sep 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and...
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
23 Sep 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and the...
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
16 Sep 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentra...
MacroVoices #288 Paul Krake: Mega themes for 2020s
09 Sep 2021
Contributed by Lukas
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome View from the Peak founder Paul Krake to the show to discuss what Paul calls m...
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
02 Sep 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy...
MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
26 Aug 2021
Contributed by Lukas
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency a...
MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
19 Aug 2021
Contributed by Lukas
MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency an...
MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
12 Aug 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators...
MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing
04 Aug 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital's Brent Johnson to the show. Brent says the US dollar isn't really crashing to ...
MacroVoices #282 Bill Blain: Consequences of Secular Inflation
29 Jul 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says sec...
MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
22 Jul 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term ...
MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
15 Jul 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or trans...
MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum
08 Jul 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginni...
MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency
01 Jul 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a b...
MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More
24 Jun 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it run...
MacroVoices #276 Philip Verleger: Energy Economics and Inflation
17 Jun 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy in...
MacroVoices #275 Steve Keen: Inflation Will Not Run Away
10 Jun 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Steve Keen to the show. Steve says inflation is definitely coming, but it won’t be the runaway...
MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors
03 Jun 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equit...
MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up
27 May 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market ...
MacroVoices #272 David Rosenberg: Inflation Will Be Transitory
20 May 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force...
MacroVoices #271 Harley Bassman: Hedging a High Interest Future
13 May 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show. For years Harley has been on a personal mission to figure out how to...
MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?
06 May 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yield...
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
29 Apr 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in Ap...
MacroVoices #268 Art Berman: Crude Oil Update
22 Apr 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show. Art nailed the call for $65 crude oil when we had him on in early Januar...
MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation
15 Apr 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, agai...
MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500
08 Apr 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. Jesse sees inflation on the horizon and has quite a bit to say about m...
MacroVoices #265 Steven Van Metre: The Last Deflationist Standing
01 Apr 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless ...
MacroVoices #264 Robert Friedland: Investing in the Green Revolution
25 Mar 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-...
Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies
19 Mar 2021
Contributed by Lukas
Remember when Kyle Bass appeared on MacroVoices and suggested that Erik should get Josh Crumb on the show to explain all the various dimensions of Aba...
MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
18 Mar 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation ...
MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear
11 Mar 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity ...
MacroVoices #261 Ole Hansen: Commodities Are Back!
05 Mar 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity ...
MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance
25 Feb 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss everything from inflation to the long term debt cycle to broad ...
MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come
18 Feb 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Louis-Vincent Gave to the show to talk about why Louis is as inflationista as they come and how ...
MacroVoices #258 Julian Brigden: As Good As It Gets?
11 Feb 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched ...
MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?
04 Feb 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss the coming inflation and how to trade it, update on the COVID ...
MacroVoices #256 Russell Napier: Prepare for Secular Inflation
28 Jan 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show to discuss how stocks are rallying to new all-time highs amidst the o...
MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency
21 Jan 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution ...
MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices
14 Jan 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Luke Gromen to the show to discuss whether if this is the beginning of a trend reversal to the u...
MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021
07 Jan 2021
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predict...
MacroVoices #252 Holiday Special Part 2
31 Dec 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series ...
MacroVoices #251 Holiday Special Part 1
24 Dec 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about f...
MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore
18 Dec 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden’s presidency will affect oil pr...
MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network
10 Dec 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back Dr. Pippa Malmgren to the show for an update on what she sees next for Donald Trump assumin...
MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing
03 Dec 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the ...
Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced
28 Nov 2020
Contributed by Lukas
Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded ba...
Erik's Interview on Market Huddle re: Abaxx Technologies Investment
27 Nov 2020
Contributed by Lukas
Erik lays out the reasons he invested in Abaxx Technologies, what the company is about, and how investors can get involved when ABXX stock starts trad...
MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation
25 Nov 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss everything from what’s holding up the stock market to w...
MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More
19 Nov 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show to discuss what’s holding the stock market up as the vaccine news ...
MacroVoices #245 Lakshman Achuthan: Brace For Inflation
12 Nov 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near ho...
MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market
06 Nov 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show to discuss everything from MMT and how it will drive a secular bull mar...
Spotlight #5 The Democratization of Alternative Investments – Art & Farmland
30 Oct 2020
Contributed by Lukas
Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investo...
MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming
29 Oct 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the hori...
MacroVoices #242 Stephanie Kelton on Modern Monetary Theory
22 Oct 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less gov...
MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special
15 Oct 2020
Contributed by Lukas
MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry,...