Macro Voices
Episodes
MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook
08 Oct 2020
Contributed by Lukas
MacroVoices Erik Townsend and this week's guest host Kevin Muir welcome Dr. Pippa Malmgren to the show to discuss everything from the outlook for mark...
MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand
01 Oct 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sen...
MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more
23 Sep 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Alex Gurevich to the show to discuss if the bond bull market is finally coming to an end, if the...
MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more
17 Sep 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential electi...
MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more
10 Sep 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price act...
MacroVoices #235 Luke Gromen: U.S. Dollar Deep Dive
03 Sep 2020
Contributed by Lukas
MacroVoices Erik Townsend and PatrickCeresna welcome Luke Gromen to the show to discuss if the U.S. Dollar is having that "Luke Gromen Moment" he has ...
MacroVoices #234 Brent Johnson: The Dollar is Not Dead
27 Aug 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Brent Johnson to the show to discuss the U.S. Dollar in depth, including why Brent thinks the do...
MacroVoices #233 Jesse Felder: How Long Can Stock Market Mania Continue?
20 Aug 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show to discuss everything from the stock market, to the U.S. dollar, to go...
MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio
13 Aug 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still ...
MacroVoices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold
06 Aug 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco to the show to discuss everything from if Jim has indeed turned bullish, coronavirus ...
MacroVoices #230 Summer Special: Deep Dive into U.S. Dollar with Jeff Snider
30 Jul 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to discuss the U.S. Dollar system, structurally how it works and why it’...
MacroVoices #229 Summer Special: Grant Williams Unplugged
23 Jul 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Grant Williams to the show to discuss how long the central bank balance sheet expansion will con...
MacroVoices #228 Lyn Alden: The Road to Inflation
16 Jul 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Lyn Alden to the show to discuss the recession, equity markets, bond yields, gold, inflation, a...
Spotlight #4 Artem Milinchuck: Farmland Investing Now Available to All Accredited Investors - The Future of Investing
10 Jul 2020
Contributed by Lukas
FarmTogether founder Artem Milinchuck joins Erik Townsend to discuss Farmland Investing; why it’s been the favored trade of billionaires and how Far...
MacroVoices #227 Hugh Hendry: He's BAAAAACK!!!
09 Jul 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Hugh Hendry to the show to discuss everything from Caribbean real estate to his come-back in th...
MacroVoices #226 Charlie McElligott Explains the Upside Catalyst for Equity Market
02 Jul 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott to the show to discuss what’s keeping stock prices elevated in the face of...
MacroVoices #225 Harley Bassman: The long slow road to inflation
25 Jun 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman to the show to discuss everything from the recession outlook to the coming shift ...
All-Stars #110 Dr. Anas Alhajji: Rebalancing the global oil market will take ~1 year
22 Jun 2020
Contributed by Lukas
All-star Dr. Anas Alhajji joins us on the final episode of MacroVoices All-Stars and shares his outlook for global crude oil markets. Link: https://b...
MacroVoices #224 Art Berman: Expect oil prices to move down, then up, then WAY up
18 Jun 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show for another crude oil special! They discuss everything from U.S. product...
All-Stars #109 Louis-Vincent Gave: Why Xi Jinping needs to save rather than destroy Hong Kong
15 Jun 2020
Contributed by Lukas
All-Star Louis-Vincent Gave returns for an update on Hong Kong, the USD, and U.S. Civil Unrest Link:https://bit.ly/2ADm67U
MacroVoices #223 Diego Parrilla: False Diversification and Risk Parity Unwind
11 Jun 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to discuss the post-COVID19 economic and market recovery, the coming...
All-Stars #108 Luke Gromen: Central Banks on Steroids
08 Jun 2020
Contributed by Lukas
All-Star Luke Gromen is back to talk about how the Fed is tapering its balance sheet expansion and what that would mean for the markets. Link: https:...
MacroVoices #222 Vikram Mansharamani: Post-COVID19 Economic Outlook
04 Jun 2020
Contributed by Lukas
MacroVoices Erik Townsend and Patrick Ceresna welcome Vikram Mansharamani to the show to discuss how supply chains are restructuring in the wake of th...