Macro Voices

MacroVoices #526 Matt Barrie: Pay To PrAI

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 02 Apr 2026 07:06:44 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie & Dr. Anas Alhajji. They discuss the latest developments in AI, their impact on private credit markets, and why emerging pricing models could trigger a dot-com–scale market disruption. https://bit.ly/47Ca0Z5

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 26 Mar 2026 12:35:59 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They will discuss the Iran conflict, the return to a multi-polar world order, the outlook for persistent inflation, the breakdown in private credit markets and much more. https://bit.ly/4rZghp4

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 19 Mar 2026 14:08:42 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 12 Mar 2026 12:06:08 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco & Dr. Anas Alhajji. They will discuss everything from the geopolitical situation in Iran to oil prices to precious metals, and much more. https://bit.ly/40MGTyt

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 05 Mar 2026 12:55:04 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Loszak. They’ll discuss big picture of what the advanced nuclear industry needs to do in order to bring the cost of nuclear energy down to the cost of energy from fossil fuels. https://bit.ly/4aR4ovZ

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MacroVoices #521 Jeff Currie: The Great Rotation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 26 Feb 2026 12:47:50 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss the commodity bull market, why metals are outperforming almost everything else, energy demand from AI and data centers, China stockpiling commodities, and much more. https://bit.ly/40imDo9

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 19 Feb 2026 12:37:03 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They dicuss a macro/geopolitics sweep, Warsh, Iran escalation risk and USD stablecoins as economic statecraft https://bit.ly/4apIIH5

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MacroVoices #519 Alex Gurevich: The Next Perfect Trade

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 12 Feb 2026 15:35:22 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Alex Gurevich. They’ll discuss, fixed income, energy, precious metals, the Japanese Yen, and Alex’s new book just released on Amazon. https://bit.ly/4tzXAdi

Buy Alex's new book 'The Next Perfect Trade' available on Amazon

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 05 Feb 2026 13:14:58 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They’ll discuss the events that have transpired in energy markets since Dr. Alhajji’s last interview in November. they'll also cover all the big geopolitical risks, and then end on the three big events he’s watching in this week’s energy markets. https://bit.ly/4qfojcf

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MacroVoices #517 Justin Huhn: Uranium at The Tipping Point

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 29 Jan 2026 12:10:42 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Justin Huhn. They’ll discuss the outlook for nuclear energy generally and for uranium markets in particular https://bit.ly/4rgcNyd

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 22 Jan 2026 13:23:21 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Craig Tindale. They’ll discuss why China is holding all the cards, and how those cards were served them, not only on a “silver platter”, but on a platter made from silver mined elsewhere but refined in China. https://bit.ly/3LZRwKf

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 15 Jan 2026 11:53:20 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They will discuss all things crude oil, starting with the Venezuela news and what it means for markets, then moving on to Iran, the U.S. Strategic Petroleum Reserve, and much more https://bit.ly/4qnVjQs

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 08 Jan 2026 12:38:13 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius thinks that one year from now in January 2027, we’ll probably look back on 2026 as an up year for most financial markets. But Darius says put your seat belt on for the first few months of the year, which he thinks could be quite turbulent. https://bit.ly/49LhPNe

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 31 Dec 2025 07:17:18 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mark Williams, Graham Lawrence & Brendan Goodwin. They discuss why a surprising number of high-profile hedge fund legends and celebrities are establishing residency in New Zealand and what they might know that the rest of us don’t, beyond any doomsday narrative. https://bit.ly/3YiVdNL

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 24 Dec 2025 07:20:21 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss, the U.S. economic outlook, why Rosie’s not concerned about persistent inflation, precious metals, and much more. https://bit.ly/3KJP6iw

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MacroVoices #511 Robert Kahn: Geopolitical Outlook For 2026

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 18 Dec 2025 13:26:35 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Robert Kahn. They will discuss all things geopolitics, from Tariffs to mid-term elections to the price of crude oil to who will be the next Fed chair https://bit.ly/4s9t21C

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 11 Dec 2025 11:15:28 -0500

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

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 04 Dec 2025 13:06:17 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Marko Papic. We’ll discuss the deteriorating situation in Venezuela, the impacts of a potential Russia-Ukraine peace deal on markets, the spat between Japan and China, and the U.S. mid-term election cycle, considering the market impacts of all these developments. https://bit.ly/442T5gw

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MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 26 Nov 2025 12:13:19 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lakshman Achuthan. They’ll discuss all things cycles, from the current outlook on growth and inflation cycles to how cycles in general perform in times like these when big political and geopolitical headlines are driving markets. https://bit.ly/4iGSes1

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 20 Nov 2025 14:33:08 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss the global liquidity cycle, why it has a 65-month periodicity, and where we stand in that cycle right now. https://bit.ly/3X7ZN0J

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 13 Nov 2025 13:00:45 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89

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MacroVoices #505 Michael Every: Does Anyone Remember PMIs?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 06 Nov 2025 12:51:24 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They’ll discuss the geopolitical situation and talk about what it means for markets. https://bit.ly/49AFRuQ

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MacroVoices #504 Brent Johnson: The Genius of Stablecoins

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 30 Oct 2025 12:51:24 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren’t interested in crypto assets. https://bit.ly/4oMi7IB

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MacroVoices #503 Adam Rozencwajg: Gold, Oil & Uranium

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 23 Oct 2025 12:32:37 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss all things commodities from gold to oil to uranium. https://bit.ly/4oFcfAZ

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MacroVoices #502 Tian Yang: A Whiff of Reflation?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 16 Oct 2025 09:54:12 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll discuss the leading indicators Variant Perception uses to guide their macro strategy, what they say about growth and inflation, and how that translates to trading opportunities. https://bit.ly/3KUt5Np

Variant Perception: https://variantperception.com/macro-pack/

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MacroVoices #501 Matt Barrie: AI Caramba?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 09 Oct 2025 12:06:03 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. They discuss all things AI in this week’s feature interview. Is it a bubble about to burst, or a new secular trend that will soon be bigger than the Internet itself? https://bit.ly/4h3y1f3

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 02 Oct 2025 12:03:48 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y

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MacroVoices #499 Has The Luke Gromen Moment Arrived?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 25 Sep 2025 13:34:25 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 18 Sep 2025 13:07:38 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 11 Sep 2025 12:44:03 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI

Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Free Trial To Claim Your Pass! Here: https://dub.link/qt10D1y

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MacroVoices #496 Jim Bianco: The Post Covid Economy

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 04 Sep 2025 13:04:48 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp

Trade Bianco’s Bond View Live! (Members-Only Guest Pass) Register Here: https://dub.link/qt10D1y

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 28 Aug 2025 05:40:31 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They'll discuss his long-term perspective on China’s role in the global economy, highlighting both its extraordinary infrastructure ambitions and the challenges of securing foreign capital amid shifting geopolitical realities. https://bit.ly/4mBZRAV

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 21 Aug 2025 12:42:39 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Every. They'll discuss Markets, policy, Russia-US summit and much more. https://bit.ly/3JpAnYU

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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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MacroVoices #493 Ole Hansen: Commodities Are Heating Up!

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 14 Aug 2025 13:10:09 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss all things commodities from tariffs to energy to precious metals and much more. https://bit.ly/3Uu4vog

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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 07 Aug 2025 13:53:16 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss tariffs, recession risks, the European perspective on U.S. geopolitics and markets, the future of the EU’s relationship with the United States, precious metals, energy, and much more. https://bit.ly/4llKZ8z

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 31 Jul 2025 11:50:33 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rick Rule. They’ll discuss oil, uranium, gold and silver, and much more. https://bit.ly/40McC34

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 24 Jul 2025 11:45:12 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr Pippa Malmgren. They discuss everything from the future of Stablecoins and the fate of the U.S. dollar as reserve currency to America's possible transition into a 7th party political system and even some shocking revelations about Jeffrey Epstein that go far beyond the usual headlines. https://bit.ly/3H2eFt1

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 17 Jul 2025 13:24:49 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They discuss why Darius is bullish on U.S. equities, echoing Lyn Alden's recent views, as the U.S. pivots to a pro-growth fiscal policy aimed at "growing our way out" of its national debt crisis. But Darius also warns that if this strategy fails, the likely fallback will be monetary debasement, so investors should take profits before that chapter begin. https://bit.ly/3GRPBou

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MacroVoices #488 Lyn Alden: Run It Hot!

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 10 Jul 2025 12:10:36 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They discuss why Lyn believes investors should run their portfolios hot in today’s environment. With fiscal policy now driving market outcomes more than monetary, Lyn argues this backdrop supports further upside for equity markets. https://bit.ly/4lFuowO

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 03 Jul 2025 12:16:06 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Larry McDonald. They’ll discuss everything from copper to the dollar to precious metals. https://bit.ly/3Gqe0Bt

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MacroVoices #486 David Rosenberg: Navigating Choppy Waters

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 26 Jun 2025 11:40:17 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, David Rosenberg. They discuss the equity market outlook, inflation, precious metals, the U.S. Dollar, and much more. https://bit.ly/3TJ6MLO

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MacroVoices #485 Jeff Currie: The Joule Order

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 18 Jun 2025 16:15:21 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Currie. They’ll discuss what Jeff calls the “New Joule Order” and why Jeff says there’s really no limit to how much higher the price of Gold can go given the current macro backdrop. https://bit.ly/4na3hvu

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MacroVoices #484 Rory Johnston: Crude Oil Forward Curve Conundrum

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 12 Jun 2025 07:07:31 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Rory Johnston. They’ll discuss Rory’s view that the WTI forward curve has taken an unprecedented and bizarre shape, and much more. https://bit.ly/4jSlHOz

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MacroVoices #483 Vincent Deluard: MAGA vs. Corporate America

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 05 Jun 2025 10:15:44 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Vincent Deluard. They’ll discuss why Vincent says recessions have been cancelled by monetary policy, and what he sees on the horizon for asset markets. https://bit.ly/43OuZVM

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 29 May 2025 10:32:06 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 22 May 2025 12:32:23 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, dominated by tariff strategies, may be winding down, Jim warns that this is just the opening act. https://bit.ly/3Zw8Bip

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 15 May 2025 09:24:11 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 08 May 2025 08:11:35 -0500

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG & much more. https://bit.ly/43ldvBg

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

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 01 May 2025 10:15:30 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 24 Apr 2025 08:38:25 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 17 Apr 2025 09:25:55 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 10 Apr 2025 10:33:07 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 03 Apr 2025 10:38:11 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8fs

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MacroVoices #473 Matt Barrie: AI of The Storm

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 27 Mar 2025 11:21:50 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to personal data privacy. https://bit.ly/42ioKtA

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MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 20 Mar 2025 10:07:56 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 13 Mar 2025 09:49:46 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 06 Mar 2025 10:22:57 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 27 Feb 2025 10:57:39 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https://bit.ly/4i8hfL4

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MacroVoices #468 Darius Dale: Changing World Order

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 20 Feb 2025 11:12:37 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 13 Feb 2025 10:52:32 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 06 Feb 2025 10:43:01 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz

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MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 30 Jan 2025 10:18:05 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ

⚫ Follow Rory on X: @Rory_Johnston

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 23 Jan 2025 09:37:30 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 16 Jan 2025 11:38:41 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4

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MacroVoices #462 Luke Gromen: 2025 Outlook

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 08 Jan 2025 18:09:45 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Tue, 31 Dec 2024 05:58:36 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://bit.ly/3VI4bTK

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Tue, 24 Dec 2024 07:14:23 -0500

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Renaissance. https://bit.ly/3ZKN9FI

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 19 Dec 2024 09:52:16 -0500

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and what investors should watch for in the months ahead. https://bit.ly/3DxYd1s

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MacroVoices #458 David Rosenberg: Lament of A Bear

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 12 Dec 2024 11:21:03 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 05 Dec 2024 09:20:30 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm

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MacroVoices #456 Jeff Currie: Repricing of Macro Markets

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 27 Nov 2024 09:27:17 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jeff Currie. They’ll delve into all things macro, from treasury yields and credit spreads to unusual pricing patterns across various asset classes. They’ll also explore energy markets, copper, nuclear energy, and the implications of Chris Wright’s potential role as Energy Secretary in the incoming Trump administration. https://bit.ly/4fKZDUO

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 21 Nov 2024 11:11:51 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. https://bit.ly/3CEID3X

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MacroVoices #454 Vincent Deluard: The Five Body Problem

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 14 Nov 2024 11:35:54 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 07 Nov 2024 10:12:58 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back best selling author, Dr. Pippa Malmgren. They’ll cover the current election results, potential upcoming challenges, and the anticipated impacts on financial markets and the broader economy. https://bit.ly/4hzLvyX

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 31 Oct 2024 08:56:49 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Darius Dale. Darius argues that, for the financial markets, the outcome of next week’s U.S. presidential election is surprisingly inconsequential. They’ll delve into this perspective before exploring the drivers behind persistent inflation, the reasons for expecting the U.S. economy to remain robust, the Fed’s determination to achieve a soft landing, and why he’s confident that market liquidity will keep increasing. https://bit.ly/40qGxyb

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 24 Oct 2024 08:54:26 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Brent Johnson. They’ll discuss foreign demand for U.S. Treasuries, Brent’s outlook for the dollar, equities, precious metals, energy, and much more. https://bit.ly/48B8uWt

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 17 Oct 2024 08:04:16 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Anas Alhajji. They’ll discuss all things crude oil, starting with the geopolitical risks. https://bit.ly/4eNQytL

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MacroVoices #449 Harley Bassman: The Magic of Mortgages

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 10 Oct 2024 08:30:49 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Harley Bassman. They will discuss mortgage backed securities and the best way to trade them. https://bit.ly/4ezISv9

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 03 Oct 2024 09:15:14 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll discuss the dollar, inflation, monetary policy, China, energy, precious metals, and much more. https://bit.ly/3TW9f65

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 26 Sep 2024 10:12:24 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Eric Peters. They’ll discuss all the usual macro suspects from secular inflation to competitiveness of the U.S, EU, and China, the USD, De-globalization, and much more. https://bit.ly/3TN3vvp

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 19 Sep 2024 09:45:55 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Matt Barrie. They’ll discuss everything AI, exploring recent developments and what the future holds. https://bit.ly/3XslYP3

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 12 Sep 2024 09:46:06 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Jim Bianco. They’ll discuss why Jim thinks the Fed has become political and risks a policy error, they also cover long-term inflationary trends, the role of precious metals in today's economy, and more. https://bit.ly/4d372MT

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 05 Sep 2024 10:56:42 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 29 Aug 2024 10:49:25 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm

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MacroVoices #442 Ole Hansen: Year of The Metals

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 22 Aug 2024 10:14:12 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. They’ll discuss commodities from precious metals to uranium to energy to agriculture, and get Ole’s outlook on whether the deep correction we’ve seen in the commodity supercycle is over or not.

https://bit.ly/3T3rypx

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 15 Aug 2024 10:02:00 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. They’ll discuss all the usual macro suspects, from whether the recent equity market dislocation was a flash in the pan or the start of a new bear market, Diego’s outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 08 Aug 2024 10:39:13 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 01 Aug 2024 10:28:47 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trump’s claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 25 Jul 2024 11:04:30 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Marko Papic. They will discuss the recent events in the U.S. and how they translate to an outlook and risk profile for financial markets. https://bit.ly/4fhn5sU

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 18 Jul 2024 09:42:53 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. They’ll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK

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MacroVoices #436 Tian Yang: Left & Right Tails

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Fri, 12 Jul 2024 05:52:42 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. They’ll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc

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MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 03 Jul 2024 06:24:18 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. They discuss monetary debasement, why it will be a primary strategy of governments, and how investment professionals can defend their portfolios from its ill effects. https://bit.ly/4eRtM4P

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 27 Jun 2024 10:06:48 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 20 Jun 2024 10:33:05 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isn’t there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA

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

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 13 Jun 2024 11:53:40 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. https://bit.ly/3z2Y6cb

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MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 06 Jun 2024 10:22:01 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They’ll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v

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MacroVoices #430 Jim Bianco: Rate Hike On Deck

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 30 May 2024 10:46:18 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. They’ll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E

⚫ Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch

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MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 23 May 2024 10:09:22 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. They’ll discuss the energy markets outlook for 2024, the Iranian President’s death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo

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MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 16 May 2024 10:34:57 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. They’ll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub

⚫ Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen

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MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 09 May 2024 05:45:07 -0500

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome Thomas Jam Pedersen, founder of Copenhagen Atomics. They will discuss the role thorium fission will play in the energy transition and the benefits of molten salt-cooled and liquid-fuelled thorium-burning nuclear reactors over conventional light water reactors fuelled by uranium. https://bit.ly/3QzHtuu

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MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 02 May 2024 10:40:24 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Santiago Capital founder Brent Johnson. They discuss the current rally in the dollar against other currencies, the big move in gold, and the looming question of persistent inflation. https://bit.ly/3WiZp0d

⚫ Follow Brent on X: https://www.twitter.com/SantiagoAuFund

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MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 25 Apr 2024 10:44:21 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. They’ll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP

⚫ Follow Alex on X: @agurevich23

⚫ Find out More: honteinv.com

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MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 18 Apr 2024 02:36:07 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Commodity Context Founder, Rory Johnston. Erik & Rory discuss all things crude oil, from fundamentals, to geopolitical risk to the Strategic Petroleum Reserve. https://bit.ly/444LL2L

⚫ Follow Rory on X: https://www.twitter.com/Rory_Johnston

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MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 11 Apr 2024 10:39:55 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where it’s headed to next. https://bit.ly/3Jcf9u6

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MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 04 Apr 2024 10:42:10 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold’s correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP

⚫ Click To Purchase Larry’s book ‘How To Listen When Markets Speak’: https://bit.ly/4cLXOFO

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⚫ Find out More: thebeartrapsreport.com

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MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 28 Mar 2024 09:32:21 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where it’s headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np

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MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 21 Mar 2024 10:40:10 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn

⚫ Follow Ole on X: @Ole_S_Hansen

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MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 14 Mar 2024 10:02:24 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjun’s outlook for where energy markets are and where they’re headed in the coming energy transition. https://bit.ly/3IzFxxI

⚫ Follow Arjun on X: https://www.twitter.com/ArjunNMurti

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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 07 Mar 2024 10:54:19 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0

⚫ Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU

⚫ Visit EuroDollar University: https://www.eurodollar.university/

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3wLe4Xn

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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

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MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 29 Feb 2024 12:31:20 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim discuss inflation, fed policy, and why Jim thinks the Fed has to start cutting in May or June or else not cut at all before the November election. https://bit.ly/4bTgzH4

⚫ Follow Jim on X: @BiancoResearch

⚫ Check Out Bianco Research: https://www.biancoresearch.com

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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

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MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 22 Feb 2024 12:26:37 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back Mike Green. Erik & Mike discuss backwardation in commodities markets, where rates and markets are headed from here, precious metals, and much more. https://bit.ly/3wthEFq

⚫ Follow Mike on X: https://www.twitter.com/profplum99

⚫ Follow Mike on Substack : https://www.yesigiveafig.com/

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🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 15 Feb 2024 11:52:47 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back Variant Perception CEO, Tian Yang. Erik & Tian will discuss most assets classes and the trading opportunities Tian sees in them. https://bit.ly/3SHP9ej

⚫ Follow Variant Perception on X: https://www.twitter.com/VrntPerception

⚫ Find Out More About Variant Perception: https://www.variantperception.com

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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y

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MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 08 Feb 2024 11:51:49 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back Gavekal Founder, Louis-Vincent Gave. Erik & Louis discuss commodities, China, the Electric Vehicle Implosion, and why Louis says this feels like 1999 all over again. https://bit.ly/3wgMjFA

⚫ Follow Louis on X: https://twitter.com/Gave_Vincent

⚫ Find Out More About Gavekal: https://web.gavekal.com/

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🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

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MacroVoices #413 Darius Dale: Still Bullish

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 01 Feb 2024 12:04:59 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back 42 Macro founder, Darius Dale. Erik & Darius discuss markets, inflation, bond yields and why Darius is still bullish.

🔻Download 42 Macro Chart Book: https://bit.ly/3SeLTXO

⚫ Follow Darius on X: https://twitter.com/DariusDale42

⚫ Find Out More About 42 Macro: https://42macro.com/

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3SFW2ht

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MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 25 Jan 2024 11:50:15 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome back Dr. Anas Alhajji, for a fresh crude oil outlook for 2024. Erik & Anas will discuss, crude oil prices, the oil market outlook, geopolitical premiums and much more. https://bit.ly/3Ogl3gT

⚫ Follow Anas on X: https://twitter.com/anasalhajji

⚫ Check Out Anas’s Substack: https://anasalhajjieoa.substack.com/

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

🔻Download This Episode's Chartbook: 📈📉: https://bit.ly/3vPppVK

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MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 18 Jan 2024 11:41:20 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome Jeroen Blokland as this weeks guest. Jeroen and Erik discuss inflation, Soft vs. Hard Landing, sustainability of U.S. Debt, geopolitics, precious metals and more. https://bit.ly/4b5mOY3

⚫ Follow Jeroen Blokland on X: https://twitter.com/jsblokland

⚫ Check Out Jeroen’s Substack: https://trueinsights.substack.com/

🌟The Gold Standard of Profits🌟

𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩

Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar

Monday January 22nd, 2024 at 1:00pm ET

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

🔻Download This Episode's Chartbook: 📈📉: https://bit.ly/3HpyhE0

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MacroVoices #410 Justin Huhn: Investing in All Things Nuclear

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 11 Jan 2024 12:17:46 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome Justin Huhn as this weeks guest. Erik & Justin focus on the immediate investment plays in the uranium mining sector, and how pending legislation only strengthens the bull case for Uranium and Uranium mining shares.

⚫ Follow Justin Huhn on X: https://twitter.com/uraniuminsider

⚫ Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com

🌟The Gold Standard of Profits🌟

𝙐𝙣𝙡𝙤𝙘𝙠𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙞𝙣 𝙏𝙝𝙚 𝘾𝙤𝙢𝙞𝙣𝙜 𝙂𝙤𝙡𝙙 𝘽𝙪𝙡𝙡 𝙈𝙖𝙧𝙠𝙚𝙩

Join Patrick Ceresna for a 𝗙𝗥𝗘𝗘 𝗟𝗜𝗩𝗘 webinar

Monday January 15th, 2024 at 1:00pm ET

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

🔴 Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

🔻Download This Episode's Chartbook: 📈📉: https://bit.ly/3vxVG3y

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

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MacroVoices #409 Mark Nelson: All Things Nuclear Energy

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 04 Jan 2024 04:55:44 -0500

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 intricate world of nuclear reactors, exploring potential fuels like Thorium, and shedding light on the contemporary challenges entwined with nuclear regulations. https://bit.ly/3H52Kan

Follow Mark Nelson on X: https://twitter.com/energybants

Check Out: https://www.radiantenergygroup.com/

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

Download This Episode's Chartbook: 📈📉: https://bit.ly/3S4KyDS

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MacroVoices #408 Lyn Alden: Broken Energy

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 28 Dec 2023 05:08:00 -0500

MacroVoice's Erik Townsend & Patrick Ceresna welcome back Lyn Alden as this years special holiday guest. Erik & Lyn will discuss the alternative energy sources needed for energy transition, including Nuclear, Hydro, Wind and Solar and some of the complications that may arise with each. https://bit.ly/3RAdIJW

Follow Lyn on X: https://twitter.com/LynAldenContact
Check Out: https://www.lynalden.com/

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

Download Lyn Alden's: Broken Energy Chart Book 📈📉: https://bit.ly/3RwBDK6

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MacroVoices #407 Jim Bianco: Jay Powell’s “word salad”, FOMC Mood Swings, Interest Rate Outlook, Crypto & More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 21 Dec 2023 11:38:47 -0500

MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMC’s about face on monetary policy, why it happened, and what comes next. Jim says peak yields are NOT yet behind us... https://bit.ly/3RQyciC

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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

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MacroVoices #406 Matt Barrie: AI-pocalypse Now

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 14 Dec 2023 12:07:08 -0500

Macrovoice's Erik Townsend & Patrick Ceresna welcome Freelancer Founder, Matt Barrie. Erik and Matt have an interesting discussion about the potential human prosperity and existential threat, AI may give us in a future not too far away. https://bit.ly/476Sauc

Read Matt’s ‘AI-pocalypse’ Article Here: https://bit.ly/3RIfJor

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3v3bZFq

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD

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Join OptionFinity discord: https://discord.gg/Rvnsv6Y

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MacroVoices #405 Marko Papic: Investment Implications of Geopolitics Around The Globe

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 07 Dec 2023 12:01:54 -0500

MacroVoice's Erik Townsend and Patrick Ceresna welcome, Clocktower Group Chief Strategist, Marko Papic. Erik and Marko will discuss all of the geopolitical developments around the globe and their impact on financial markets. https://bit.ly/3NiHzoR

✅SPECIAL WEBINAR "Discover Your New Favourite Hedging Strategy"

Monday, December 11th, 1pm ET

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41giQXR

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

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MacroVoices #404 David Rosenberg: The Bond Bullion Barbell

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 30 Nov 2023 12:39:28 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosie’s two strongest conviction trades are long duration and long gold and whether the bear market is over in stocks and much more. https://bit.ly/3uEMvOg

Rosenberg Research Free Trial

✅SPECIAL WEBINAR - Register For FREE!: https://www.bigpicturetrading.com/hedge

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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

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

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Join OptionFinity discord: https://discord.gg/Rvnsv6Y

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MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 22 Nov 2023 15:13:05 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and what’s causing it, to inflation and why Daniel says last week’s CPI print wasn’t necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to what’s happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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

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

Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 16 Nov 2023 12:00:28 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks featured guest. They'll discuss ECRI’s leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Join OptionFinity discord: https://discord.gg/Rvnsv6Y

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MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 09 Nov 2023 11:55:20 -0500

MacroVoices Erik Townsend and Patrick Ceresna, welcome back Goehring & Rozencwaj Co-Founder Leigh Goehring as this weeks guest. Erik and Leigh will discuss the relationship between monetary policy and commodities investing, gold-backed digital currencies and much more. https://bit.ly/468MiA2

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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

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MacroVoices #400 Rory Johnston: All Things Oil

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 02 Nov 2023 11:09:30 -0500

MacroVoices Erik Townsend & Patrick Ceresna welcome Rory Johnston as this weeks guest. Erik & Rory will discuss everything from the predictions of massive supply shortfalls to the U.S. SPR. https://bit.ly/49hmVPb

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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

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

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MacroVoices #399 Ole S Hansen: Still Bullish Commodities

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 26 Oct 2023 10:30:16 -0500

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, but is set to continue. They also talk about crude oil and the debate over how big the Iran escalation risk is in the Israel conflict. https://bit.ly/46HF07i

Ole's Charts: https://bit.ly/3MdGBtm

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Download Big Picture Trading Chartbook 📈📉: https://bit.ly/477pvpg

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

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MacroVoices #398 Lyn Alden: Broken Money

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 19 Oct 2023 11:20:23 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome back best-selling author, Lyn Alden. They'll talk about her new book Broken Money, before moving on to discuss the end of the Peace Dividend, energy scarcity, and much more. https://bit.ly/46VAuBR

Lyn Alden's Charts: https://bit.ly/46SXZeT

Buy Lyn Alden's Book 'Broken Money' Now: https://bit.ly/3tEu3EX

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46CDzHd

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

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices #397 Alex Gurevich: The Real Rates Tsunami

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 12 Oct 2023 11:13:43 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome back, Honte investments fund manager Alex Gurevich. Erik and Alex discuss the reasons why Alex is still committed to the long duration trade long-term, and why that trade hasn’t been performing recently. https://bit.ly/3RW7Hcj

Alex's Market Note: https://bit.ly/3FhA9xH

Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1

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

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MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 05 Oct 2023 11:22:25 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome back, Forest for the Trees founder Luke Gromen. Luke and Eric will deconstruct the dollar-bond yield relationship and discuss TSY yields running away this week, and where they’re headed next.

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MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 28 Sep 2023 14:02:41 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloomberg’s Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation.

https://bit.ly/3tbJEeY

Download Simon's Charts: Simon White - MacroVoices 28 2023

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MacroVoices #394 Louis-Vincent Gave: China, Energy & More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 21 Sep 2023 11:33:38 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome back Gavekal co-founder, Louis-Vincent Gave to the show. Louis and Erik will discuss the economic situation in China, inflation, energy prices, and much more. https://bit.ly/3rlVliz

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MacroVoices #393 Harley Bassman: Convexity Spells Opportunity

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 14 Sep 2023 11:02:43 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Convexity Maven Harley Bassman to the show. Harley says why take credit risk when the market is paying traders who understand convexity more handsomely. They also discuss inflation and the other usual macro suspects. https://bit.ly/3ZeEsmF

Download Harley's charts: https://bit.ly/45TT516

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MacroVoices #392 Jesse Felder: Questioning the Soft Landing Narrative

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 07 Sep 2023 10:14:32 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd

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MacroVoices #391 Brent Johnson: The Dollar Is Not Done

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 31 Aug 2023 08:33:29 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Santiago Capital founder Brent Johnson to the show. They discuss the reasons Brent thinks the U.S. Dollar bull market isn’t over yet, and why Brent thinks new highs for the dollar index are still to come. https://bit.ly/3EjuaYB

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MacroVoices #390 Matt Barrie: The awesome power and risk of Artificial Intelligence

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 24 Aug 2023 08:17:21 -0500

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 impacts and knock-on effects of Artificial Intelligence. Market wrap and postgame segment will resume next week. https://bit.ly/3OMuWlW

AI know what you did last summer. - Matt Barrie

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MacroVoices #389 Justin Huhn: Update On All Things Nuclear

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 17 Aug 2023 11:26:40 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Uranium Insider founder and publisher Justin Huhn to the show. They begin with a review of the near-to-medium term bull case for uranium mining stocks before moving on to a longer-term discussion about advanced nuclear technologies. https://bit.ly/45uBR9Y

Download Justin’s slide deck: https://bit.ly/3YEle9w

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MacroVoices #388 Lakshman Achuthan: Recession Still On Deck

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 10 Aug 2023 10:27:25 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o

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MacroVoices #387 Jeff Snider: On Deflation and Soft Landing

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 03 Aug 2023 10:29:47 -0500

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 and whether the “soft landing” forecast that’s become popular is accurate. https://bit.ly/3QlP5RZ

Download Jeff’s Charts: https://bit.ly/459utkc

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MacroVoices #386 Lyn Alden: Energy, Inflation & much more

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 27 Jul 2023 10:33:40 -0500

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 shale depletion rates. And finally, uranium before moving on to talk in depth about inflation. https://bit.ly/3OyuKaI

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MacroVoices #385 Dr. Anas Alhajji: 2024 Energy Markets Outlook & More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 20 Jul 2023 13:48:23 -0500

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 Chinese reopening didn’t have the demand recovery effect so many of us predicted. https://bit.ly/43OUvbz

⭐️Join Patrick for a LIVE webinar on Tuesday July 25th at 1pm ET⭐️ Sign up here ➡️ https://www.bigpicturetrading.com/money

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MacroVoices #384 Darius Dale: Blow-Off Top Coming Before Bears Get Validated

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 13 Jul 2023 10:25:49 -0500

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 there’s still some upside left in the stock market, before it ultimately reverses direction to vindicate the bears. They also discuss inflation, why the macro backdrop has changed considerably, and finally, China’s recovery and why it didn’t have the expected effect on global demand recovery. https://bit.ly/3NPvcQC

Download Darius’ charts: https://bit.ly/3OdfHTN

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MacroVoices #383 Juliette Declercq: Update on Immaculate Disinflation Thesis

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 06 Jul 2023 10:20:35 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss why she thinks we’re in an immaculate disinflation, and what she sees on the horizon for markets. https://bit.ly/3O1WHrr

Download Juliette’s charts: https://bit.ly/3pyYn2f

⭐️Join Patrick for a LIVE webinar on Tuesday July 11th at 1pm ET⭐️

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MacroVoices #382 Dr. Pippa Malmgren: A Tale of Two Civil Wars

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 29 Jun 2023 09:41:48 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome best-selling author and geopolitical commentator Dr. Pippa Malmgren to the show. They discuss the aborted coup in Russia last weekend before moving on to issues affecting the United States. https://bit.ly/3CQ9KG3

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MacroVoices #381 Leigh Goehring: Global Food Crisis Update

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 22 Jun 2023 09:54:05 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg founder Leigh Goehring to the show and the topic is an update on the formative global food crisis resulting from more of the world’s economies advancing to the point where far more people eat meat all over the world. https://bit.ly/3Pr09wU

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MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 15 Jun 2023 10:09:51 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. https://bit.ly/3Cy5V84

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MacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & more

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 08 Jun 2023 09:48:21 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss whether inflation is transitory, sticky, or secular, the outlook for yields and equity markets, artificial intelligence, precious metals, and much more. https://bit.ly/42KlbcZ

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MacroVoices #378 Ronnie Stoeferle: In Gold We Trust - Showdown

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 01 Jun 2023 09:50:59 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronnie Stoeferle to the show to discuss all things precious metals - from the fundamental outlook to likely possibility of an even deeper correction than we’ve seen so far before the yellow metal makes an assault on new all-time highs in U.S. dollar terms. https://bit.ly/3WLKYQu

IGWT – Showdown: https://bit.ly/3oAxb2H
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MacroVoices #377 Daniel Lacalle: On The Road To Stagflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 25 May 2023 10:56:34 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Tressis chief economist Daniel Lacalle to the show to discuss the European macroeconomic situation, where markets and the economy are headed in the 2nd half of 2023, China and Taiwan, the emergent BRICS currency system, and much more. https://bit.ly/43va5t7

Check out Daniel's YouTube channel: https://www.youtube.com/@DanielLacalleInEnglish

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MacroVoices #376 Tian Yang: When the Recession Becomes Obvious

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 18 May 2023 10:52:08 -0500

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 in U.S. equity markets, which Tian says is still to come. Tian will also share a non-concensus view on Gold and much more. https://bit.ly/424aoKl

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MacroVoices #375 Mike Green: Banking Crisis, Debt Ceiling, De-dollarization and more

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 11 May 2023 10:21:35 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Simplify Asset Management’s chief market strategist Mike Green to the show to discuss the banking crisis, the debt ceiling debacle, de-dollarization, artificial intelligence and much more.

https://bit.ly/3VWbLsW

Vanguard's trillion-dollar man leads a fixed-income revolution 📃 https://bit.ly/41twl4U

Mike’s Substack: https://michaelwgreen.substack.com/

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MacroVoices #374 Chris Whalen: Are More Banks Going To Fail?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 04 May 2023 10:04:59 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Whalen Global Advisors founder Chris Whalen to the show to discuss the formative banking crisis, what’s driving it, and what comes next. They also touch on the outlooks for stocks and precious metals. https://bit.ly/414Qj5S

The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/

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MacroVoices #373 Ole Hansen: Commodities Update

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 27 Apr 2023 10:22:24 -0500

MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y

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MacroVoices #372 David Rosenberg: The Bear Market Bottom Is Not In

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 20 Apr 2023 10:25:04 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Rosenberg Research founder David Rosenberg to the show. Rosie says the bottom isn’t in yet for the stock market, and the long-awaited recession has finally begun now. They also discuss precious metals, bond yields and FOMC policy. https://bit.ly/43MiHMK

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MacroVoices #371 Larry McDonald: Fed Will Be Forced To Cut By The End Of The Year

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 13 Apr 2023 10:12:12 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming debt ceiling debate and how it will play into Federal Reserve policy, as well as the outlook for energy markets and energy stocks. https://bit.ly/41ijPWA

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MacroVoices #370 Adam Rozencwajg: Energy, Gold, Copper & Uranium

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 06 Apr 2023 10:43:38 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Goehring & Rozencwajg co-founder Adam Rozencwajg to the show to discuss energy, gold, copper and much more. https://bit.ly/3ZO72Kf

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MacroVoices #369 Dr. Pippa Malmgren: Perspective on the Further Geopolitical Escalation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 29 Mar 2023 10:56:07 -0500

MacroVoices Erik Townsend welcomes Dr. Pippa Malmgren to the show to discuss the escalating geopolitical situation, including Pippa’s views that the Pentagon played a role in orchestrating the Silicon Valley Bank bailout to protect defense technology interests, and that China rather than Russia has been the principal aggressor from the beginning of the Ukraine conflict. https://bit.ly/3ntCYGn

Visit Dr. Pippa's substack: https://drpippa.substack.com/

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MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 23 Mar 2023 10:21:07 -0500

MacroVoices Erik Townsend welcomes Nomura’s Charlie McElligott to the show to discuss the formative banking crisis, monetary policy including yesterday’s 25 bps hike into the banking crisis, how to trade the Fed boxing itself into a corner, 0DTE options, abysmal performance of Commodity Trend funds in 2023, and much more.

https://bit.ly/3K4aFal

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MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 16 Mar 2023 11:19:51 -0500

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 bank divestitures and Luke’s outlook for the dollar and other markets in the wake of Silicon Valley Bank’s collapse after the biggest bank run in U.S. history last Thursday. https://bit.ly/3mZTwVT

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MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 09 Mar 2023 12:06:27 -0500

MacroVoices Erik Townsend welcomes Louis-Vincent Gave to the show to discuss a number of big-picture factors driving the markets, ranging from geopolitical escalation risks to Chinese demand to why precious metals haven’t responded more to geopolitical risk escalation. https://bit.ly/3mzsKDH

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MacroVoices #365 Dr. Anas Alhajji: Energy Markets and Lessons Learned Since the Russian Invasion

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 02 Mar 2023 11:52:30 -0500

MacroVoices Erik Townsend welcomes Dr. Anas Alhajji to the show. Anas predicted President Biden’s recent announcement that another 23mm BBL of crude oil would be released from the U.S. SPR months before it happened. They discuss the SPR and Anas’ broader outlook for energy markets in the feature interview. https://bit.ly/3YhqaPX

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MacroVoices #364 Julian Brigden: On Opportunistic Disinflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 23 Feb 2023 11:37:02 -0500

MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more.

Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG

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MacroVoices #363 Lakshman Achuthan: Immaculate Disinflation Debunked

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 16 Feb 2023 11:24:13 -0500

MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak’s recession call from last summer, which he’s still committed to. They also examine the growth, business and inflation cycles along with ECRI’s leading indicators which are plumbing lows never seen before except during the depths of the 2008 crash.https://bit.ly/3YAp6aT

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ENERGY DOC NEW REVISED VERSION Episode 3: Supercritical Deep Geothermal Renewable Energy

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Tue, 14 Feb 2023 08:58:49 -0500

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 on listener feedback.

3rd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg

#OOTT

ENERGY DOC NEW REVISED VERSION Episode 2: Origins of the mid-2020s Oil & Gas Supply Crisis

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Mon, 13 Feb 2023 08:56:16 -0500

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 on listener feedback.

2nd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg

#OOTT

ENERGY DOC NEW REVISED VERSION Episode 1: Why Energy Transition is the greatest challenge humanity faces

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Sun, 12 Feb 2023 08:40:02 -0500

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 on listener feedback.

1st of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg

#OOTT

MacroVoices #362 Jeff Snider: Soft Landing or Crash Landing?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 09 Feb 2023 11:08:16 -0500

MacroVoices Erik Townsend welcomes Eurodollar University founder Jeff Snider to the show to discuss whether the Fed has really achieved the soft landing they’re crediting themselves for, credit markets, Eurodollar curves, recession outlook and more. https://bit.ly/40FI6WS

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Energy Doc Episode #5: Advanced Nuclear Solutions & Prescriptions for Solving the Crisis

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Sun, 05 Feb 2023 08:42:43 -0500

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 will take to solve it.

Last of 5 special episodes airing Sundays. Download associated PDF https://bit.ly/3jx8zFm

#OOTT

MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 02 Feb 2023 11:34:16 -0500

MacroVoices Erik Townsend welcomes Honte investments fund manager Alex Gurevich to the show. They discuss this week’s FOMC statement and press briefing, inflation, crude oil, interest rates, equity markets, and precious metals. https://bit.ly/40pDvrx

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Energy Doc Episode #4: What’s wrong with Nuclear Energy?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Sun, 29 Jan 2023 08:54:40 -0500

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 will take to solve it.

4th of 5 special episodes airing Sundays in January. Download associated .PDF https://bit.ly/3JoMzXD

#OOTT

MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 26 Jan 2023 10:56:16 -0500

MacroVoices welcomes Macquarie chief macro strategist Viktor Shvets to the show. They discuss the geopolitical outlook, inflation, bond yields, recession risk, equity market outlook, gold and much more. https://bit.ly/3WL6enD

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MacroVoices #359 Lyn Alden: 2023 Macro Outlook

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 19 Jan 2023 11:54:03 -0500

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 interesting insights and perspectives for 2023. https://bit.ly/3Hif3Rw

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MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 12 Jan 2023 11:53:29 -0500

MacroVoices Erik Townsend welcomes the founder of the Ivanhoe mining empire, Robert Friedland to the show. They discuss the geopolitical change toward a multi-polar world, the war cycle, the coming energy crisis, deep geothermal energy, and much more. https://bit.ly/3W5oDLG

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MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 05 Jan 2023 11:50:33 -0500

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 market, and needless to say he got the bear call right. They discuss his current outlook for economic cycles, stocks, and commodities including gold. https://bit.ly/3iahs7j

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MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 29 Dec 2022 09:50:22 -0500

MacroVoices Erik Townsend welcomes Uranium Insider newsletter editor Justin Huhn to the show to discuss the overall investment argument for nuclear energy and understanding the nuclear fuel cycle and how to invest in it and much more. https://bit.ly/3VvHsYn

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Get a sample issue of Uranium Insider Pro Monthly Newsletter

MacroVoices #355 Mark Nelson: Understanding All Things Nuclear

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 22 Dec 2022 09:45:00 -0500

In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on to discuss advanced nuclear technologies including small modular nuclear reactors, molten salt cooled reactors and Thorium-fuelled nuclear reactors. https://bit.ly/3Wg3q2J

Radiant Energy Group

Kirk Sorensen: Thorium, an alternative nuclear fuel

Mothers for Nuclear

Clean Core Thorium Energy

Worlds Nuclear Association Library

What Is Nuclear Energy? - Nick Touran

The Story of Storage (Mark Nelson Masterclass) - Decouple Podcast

Something's Rotten with French Nuclear- Decouple Podcast

The Russian Atom feat. Mark Nelson- Decouple Podcast

What Went Wrong at Vogtle? feat. Mark Nelson - Decouple Podcast

A Hard Landing for Soft Energy - Decouple Podcast

On the use and abuse of LCOE - Decouple Podcast

Dutch Waste Facility

Thread on Nuclear Waste

Thread on Dutch Waste Facility

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MacroVoices #354 Jim Bianco: CPI, FOMC, China & More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 15 Dec 2022 11:32:20 -0500

MacroVoices welcomes Bianco Research founder Jim Bianco to the show to discuss the latest CPI data and Federal Reserve statement and press briefing. Then we’ll get Jim’s insights on news most people missed: China’s announcements that they’ll stop reporting COVID case counts, and effectively let Omicron burn through while relaxing Zero Covid policies. We’ll also discuss Jim’s outlook for fixed income, equities, gold, and more. https://bit.ly/3HEMnTf

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MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 08 Dec 2022 15:11:41 -0500

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.S. Government will fund deficit spending in an era when China and Russia are no longer ready buyers of U.S. debt issuance. https://bit.ly/3FBdjBV

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MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 01 Dec 2022 13:56:40 -0500

MacroVoices welcomes Rosenberg Research Founder, David Rosenberg to the show. David says this bear market isn’t over yet, and warns that past bear market rallies have ended at or near the 200-day moving average, which the S&P just moved above this week. He says inflation has already peaked, but cautions that doesn’t mean the Fed is going to pivot right away. https://bit.ly/3uhorh1

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MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 23 Nov 2022 17:39:32 -0500

MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph

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MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 17 Nov 2022 13:31:30 -0500

MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR

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MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 10 Nov 2022 12:46:35 -0500

MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT

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MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 03 Nov 2022 10:52:10 -0500

One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7

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MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 27 Oct 2022 12:07:58 -0500

Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi

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MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 20 Oct 2022 15:50:21 -0500

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-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q

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MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 13 Oct 2022 16:33:03 -0500

MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FS

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MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 06 Oct 2022 17:20:17 -0500

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 substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4

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MacroVoices #343 Jeff Snider: Why the Dollar Remains King

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 29 Sep 2022 16:10:31 -0500

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 back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxY

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MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 22 Sep 2022 10:43:12 -0500

In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz

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MacroVoices #341 Jim Bianco: Inflation Is Not Going Away

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 15 Sep 2022 17:17:16 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to revisit the inflation debate, and Jim says inflation isn’t going away any time soon. They also discuss the equity market outlook, precious metals, and much more. https://bit.ly/3QO1Ml9

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MacroVoices #340 Dr. Anas Alhajji: Erik has the Energy Crisis story all wrong. It’s WORSE than he thinks!

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 08 Sep 2022 17:36:29 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss the role of the petrodollar system and what the implications would be if other nations settled oil trades in currencies other than the USD. They also discuss the Russian crude price cap proposal and why it can’t possibly work. https://bit.ly/3QDd8IU

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MacroVoices #339 Lakshman Achuthan: Leading Indicators Say The Bear Market Has Not Ended

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 01 Sep 2022 17:46:43 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe

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MacroVoices #338 Brent Johnson: Why You Can’t Ignore The US Dollar

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 25 Aug 2022 15:16:48 -0500

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 it didn’t crash the way so many people predicted, why it’s been so strong, and why Brent says that strength is set to continue.https://bit.ly/3KAyBAR

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MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 18 Aug 2022 16:40:40 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV

Download Leigh's charts: https://bit.ly/3dGIUXy

Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm

Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6

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MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 11 Aug 2022 17:15:25 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura quant, Charlie McElligott to the show. Charlie shares whether there’s another shoe to drop for this equity market, and if so, when it’s coming. They also discuss rates and the gamma effects playing out this week. https://bit.ly/3Afi9C9

Download Charlie's slides: https://bit.ly/3BZze4t

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MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 04 Aug 2022 16:31:36 -0500

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 33% off with code MacroV33)

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MacroVoices #334 Adam Rozencwajg: Understanding the Global Energy Crisis

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 28 Jul 2022 17:19:15 -0500

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

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MacroVoices #333 Harley Bassman: Inflation, Bond Yields, VIX vs. MOVE, Demographics & More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 21 Jul 2022 17:18:59 -0500

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

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MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 14 Jul 2022 17:10:43 -0500

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 📈📉 https://bit.ly/3z2H6jL

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MacroVoices #331 Jeff Snider: The Eurodollar Curve Says Deflation Not Inflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 07 Jul 2022 16:45:32 -0500

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

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MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 30 Jun 2022 16:55:09 -0500

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

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MacroVoices #329 Darius Dale: A Recession Is The Bull Case

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 23 Jun 2022 16:53:46 -0500

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

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MacroVoices #328 Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 16 Jun 2022 17:18:35 -0500

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

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MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 09 Jun 2022 17:00:56 -0500

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

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MacroVoices #326 Ronnie Stoeferle: In Gold We Trust 2022

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 02 Jun 2022 16:56:39 -0500

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 Picture Trading Chart Book June 2 2022

Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

MacroVoices #325 Tian Yang: Is it over yet? What do the data say?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 26 May 2022 16:58:33 -0500

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

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MacroVoices #324 Louis-Vincent Gave: A Major Geopolitical Transformation Is Underway

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 19 May 2022 16:34:30 -0500

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

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MacroVoices #323 David Rosenberg: The Fed Put Has Expired

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 12 May 2022 16:25:25 -0500

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

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MacroVoices #322 Josh Crumb: The Future of Decentralized Finance

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 05 May 2022 16:11:53 -0500

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

MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 28 Apr 2022 16:09:10 -0500

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

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MacroVoices #320 Mike Green: Investment Strategies for World War III

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 21 Apr 2022 16:14:57 -0500

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

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MacroVoices #319 Jim Bianco: The Future of Decentralized Finance

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 14 Apr 2022 16:17:08 -0500

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

MacroVoices #318 Bill Blain: Inflation, Bond Yields & ESG

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 07 Apr 2022 17:05:06 -0500

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

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MacroVoices #317 Philip Verleger: Central Bank Policy Trumps Energy In Economics

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 31 Mar 2022 16:55:35 -0500

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: https://dakotagoldcorp.com/

Follow on Dakota Gold on Twitter: https://bit.ly/3Nw2kvA

And on LinkedIn: https://bit.ly/3NFakdZ

Link: https://bit.ly/3DH9Gbn

MacroVoices #316 Daniel Lacalle: Energy in the New War Economy

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 24 Mar 2022 14:51:56 -0500

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

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MacroVoices #315 Joseph Wang: Post-FOMC Rundown

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 17 Mar 2022 16:16:14 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome former Federal Reserve Open Market Operations trader Joseph Wang to the show. Erik and Joseph discuss all things federal reserve, from this week’s rate hike to the question of whether confiscation of Russia’s FX reserves will lead other central banks to cast doubt on the USD as global reserve currency.

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

Download Big Picture Trading Chartbook 📈📉 https://bit.ly/3MVD3uJ

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MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 10 Mar 2022 17:24:59 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI’s indicators portend for economic cycles in the year ahead.

Download ECRI charts: https://bit.ly/3J6fcGm

Download Postgame charts: https://bit.ly/3tGbdJO

Link: https://bit.ly/3I06msk

MacroVoices #313 Dr. Pippa Malmgren: WWIII Has Already Started

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 03 Mar 2022 18:37:36 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome former U.S. Presidential advisor, Dr. Pippa Malmgren to the show. They discuss the situation in Ukraine - but looking at it in the context of a bigger picture that led Pippa and other prominent thought leaders to predict a major escalation of war tensions long before this particular crisis erupted.

WWIII Has Already Started - By Dr. Pippa Malmgren: https://bit.ly/3pCtJSa

Link: https://bit.ly/3sEO1MZ

MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 24 Feb 2022 19:30:03 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Nomura’s head of cross-asset Macro Strategy, Charlie McElligott to the show to discuss how prior tightening cycles have played out in markets and his prognostications for what present Federal Reserve policy will mean for the markets.

Link: https://bit.ly/3LZ2TgU

MacroVoices #311 Jim Bianco: Has the Fed Signaled a Policy Error?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 17 Feb 2022 17:26:54 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show. Their discussion includes everything from inflation to bond yields to the equity market outlook, and even touches on what the decentralized finance revolution might mean to fixed income markets in years to come.

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

MacroVoices #310 Alex Gurevich: The Trades of March 2020

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 10 Feb 2022 17:41:45 -0500

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 the face of central bank tightening, before discussing his new book -The Trades of March 2020: A Shield Against Uncertainty.

Link: https://bit.ly/3gF6Qc4

MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 03 Feb 2022 17:28:00 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Izabella Kaminska to the show. They discuss everything from inflation to sustainability of Uber and Airbnb’s business model. Then be sure to stay for the postgame segment to get an update on bond markets from Patrick.

Link: https://bit.ly/3GrVW3U

MacroVoices#308 Ronald Stoeferle: Precious Metals Update

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 27 Jan 2022 16:53:13 -0500

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 with the Fed and this past week's equity market volatility, before moving on to precious metals update.

Link: https://bit.ly/3II4Lbo

MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 20 Jan 2022 18:07:37 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe.

*Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows*

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

MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 13 Jan 2022 17:48:26 -0500

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 come-back, but that it will eventually yield to deflation. Then Erik and Kevin discuss Kevin’s article published by Bloomberg, titled The Bond Market Refuses to Accept Economic Reality.

Link: https://bit.ly/3I3UmX3

MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 06 Jan 2022 18:27:19 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome "Things That Make You Go Hmm..." author Grant Williams as the first feature interview guest of the new year. They discuss what lays ahead as we discover whether inflation is set to be secular or transitory & much more.

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

MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 30 Dec 2021 15:17:49 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal Research co-founder Louis Vincent Gave as 2021’s final feature interview guest. They discuss the big picture of where the world of macro stands and what lays ahead in 2022.

Link: https://bit.ly/3HiOB7m

MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 23 Dec 2021 16:54:21 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more.

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

MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 16 Dec 2021 16:35:21 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Fasanara Capital founder Francesco Filia to the show. Fracesco has prepared a chart deck quite different than those he’s shared with us in the past and he’ll share a vision for the coming digitization of financial assets and more.

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

MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 09 Dec 2021 16:46:58 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week.

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

MacroVoices #300 David Rosenberg: Last Disinflationist Standing

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 02 Dec 2021 17:01:08 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show. David describes the reasons the inflation we’ve already seen has occurred, and why he doesn’t think it will last. They also discuss stock prices, bond yields, precious metals, and much more.

Breakfast with Dave: https://bit.ly/3ElgkTU

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

MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 24 Nov 2021 17:21:28 -0500

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 views Jeff Snider shared with us on last week’s podcast.

Link: https://bit.ly/3nN7rfZ

MacroVoices #298 Jeff Snider: I agree with Janet Yellen and Jay Powell

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 18 Nov 2021 17:55:09 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Alhambra Investments' CIO Jeffrey Snider to the show. Jeff gives the first truly credible counter-argument to date for the secular inflation thesis that so many of our previous expert guests have come around to in the last couple of years.

Link: https://bit.ly/30JPTZF

MacroVoices #297 Ole Hansen: Commodity Sector Outlook

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 11 Nov 2021 18:20:08 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Saxo Bank Commodity Strategy chief Ole Hansen to the show to discuss the outlook for commodities with the macro backdrop of secular inflation, which Ole sees on the near horizon, and whether gold, copper, or other commodities will be the best inflation hedge for what lies ahead.

Link: https://bit.ly/3H8BcQh

MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 04 Nov 2021 17:24:52 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome to the show, Simplify Asset Management Chief Strategist and portfolio manager Mike Green. They start the discussion with a review of this week’s Federal Reserve announcements regarding inflation and asset purchase tapering, then move on to the question of where digital currency is headed, and who will be in control.

Link: https://bit.ly/2ZQuCww

MacroVoices #295 David Hay: The Case for Greenflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 28 Oct 2021 16:20:59 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal CIO David Hay to the show to discuss what David calls Greenflation, along with the usual macro suspects such as stocks, precious metals, and bond yields.

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

MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 21 Oct 2021 16:00:39 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Forest For The Trees (FFTT) founder Luke Gromen to the show. They discuss the U.S. Dollar, inflation, what the consequences of inflation will be, and much more.

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

MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 14 Oct 2021 16:55:54 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Cullen Roche to the show to discuss the debt ceiling debate, why a platinum coin supposedly solves perpetual motion and buys a free lunch for deficit spending, where inflation is headed, and much more.

Link: https://bit.ly/3p50wjA

MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 07 Oct 2021 18:20:38 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed.

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

MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 30 Sep 2021 15:24:45 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome True Insights founder Jeroen Blokland to the show to discuss inflation, the FED’s dot plot and where interest rates are headed, portfolio allocations, and much more.

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

MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 23 Sep 2021 15:59:47 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies.

Link: https://bit.ly/3kDuN6t

MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 16 Sep 2021 16:24:25 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Jim Bianco from Bianco Research to the show to discuss secular inflation, demographics, decentralized finance, and much more.

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

MacroVoices #288 Paul Krake: Mega themes for 2020s

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 09 Sep 2021 16:59:56 -0500

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 megathematics, the important trends to watch in the current macro environment.

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

MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 02 Sep 2021 17:29:42 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds founder Wayne Himelsein to the show to discuss trading the long volatility strategy.

Link: https://bit.ly/3yJd8hg

MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 26 Aug 2021 07:55:00 -0500

MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this second installment of two-part summer special to discuss digital currency and decentralized finance revolution.

Link: https://bit.ly/2UpC53g

MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 19 Aug 2021 07:53:00 -0500

MacroVoices Erik Townsend welcome Dr. Pippa Malmgren and Clint Cox in this first installment of two-part summer special to discuss digital currency and decentralized finance revolution.

Link: https://bit.ly/3gd5yoN

MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 12 Aug 2021 16:51:32 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion.

Link: https://bit.ly/37DMICM

MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 04 Aug 2021 17:15:44 -0500

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 zero as some have suggested, then goes on to articulate a balanced view on the inflation/deflation debate. They also discuss commodities including precious metals, and why Brent thinks the soft commodities may be a good play if prices pull back.

Link: https://bit.ly/37kB4fL

MacroVoices #282 Bill Blain: Consequences of Secular Inflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 29 Jul 2021 16:28:45 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more.

Link: https://bit.ly/3fax7hW

MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 22 Jul 2021 16:36:50 -0500

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 even though his models predict disinflation in coming months.

Link: https://bit.ly/3eI2nok

MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 15 Jul 2021 17:21:35 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more.

Link: https://bit.ly/3xKio4I

MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 08 Jul 2021 17:18:29 -0500

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 beginning a 1970's scale secular inflation event.

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

MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 01 Jul 2021 17:27:09 -0500

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 bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital currency revolution in detail.

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

MacroVoices #277 Daniel Lacalle: Inflation, Recovery Outlook, Energy, Digital Currency & More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 24 Jun 2021 16:51:15 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. Daniel says inflation is coming, but he doesn’t worry about it running away or becoming a major economic challenge. They also explore Daniel’s thoughts on both cryptocurrency and sovereign digital currency, and much more.

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

MacroVoices #276 Philip Verleger: Energy Economics and Inflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 17 Jun 2021 18:11:54 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Philip Verleger to the show to give us a different perspective on the economics of the energy industry, including his views on the coming secular inflation.

Link: https://bit.ly/3vApK91

MacroVoices #275 Steve Keen: Inflation Will Not Run Away

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 10 Jun 2021 17:53:50 -0500

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 inflation feared by many people, nor will it be the hyperinflation some folks fear.

Link: https://bit.ly/2Tkfrby

MacroVoices #274 Marin Katusa: PM Investing for Accredited Investors

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 03 Jun 2021 17:42:10 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome back Marin Katusa to the show. This week’s interview focuses specifically on the private equity deals that are only offered to accredited investors, allowing them to buy precious metals mining stocks directly from the issuing company, off the listed exchange, and at a discount to the price everyone else is paying for the same shares on the open market. They also discuss private placements and financings in gold mining stocks as well as other speculative natural resource investments such as uranium and even carbon credits.

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

MacroVoices #273 Larry McDonald: Dollar Down & Gold, Oil, Uranium Up

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 27 May 2021 17:40:49 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Larry McDonald from The Bear Traps Report to the show to discuss inflation, bond yields, market outlooks, and much more.

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

MacroVoices #272 David Rosenberg: Inflation Will Be Transitory

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 20 May 2021 17:48:46 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show where he explains why he still sees deflation as the governing force, and why he disagrees with the suddenly all-popular inflation narrative.

Free 30-Day Trial to Rosenberg Research: https://bit.ly/3f2n9zI

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

MacroVoices #271 Harley Bassman: Hedging a High Interest Future

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 13 May 2021 17:09:51 -0500

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 make institutional hedging tools available to retail investors, because Harley sees a risk of long-term interest rates backing up in coming years that could create a much worse threat than the 2008 financial crisis. They talk about the risk he sees, why he thinks it's so important to hedge against it, and discuss the ETF he just launched to make runaway interest rate insurance available to anyone who wants it.

Then be sure to stay tuned for our postgame segment after the feature interview, when Patrick and Erik discuss Tesla, cryptocurrencies, and much more.

Link: https://bit.ly/3eK4dp0

MacroVoices #270 Dylan Grice: Are Central Bankers Politicians or Economists?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 06 May 2021 15:49:02 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Dylan Grice to the show to discuss everything from inflation vs. deflation to how far bond yields can go to the outlook for asset markets.

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

MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 29 Apr 2021 18:08:28 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes.

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

MacroVoices #268 Art Berman: Crude Oil Update

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 22 Apr 2021 16:50:07 -0500

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 January, but now he says the big move higher in price is probably mostly over, and he doesn’t see any reason to expect crude oil prices to rally much higher than $70. And that’s despite the fact that Art still predicts a significant decline in U.S. production later this year. They discuss this and so much more.

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

MacroVoices #267 Jeff Snider: Why Deflation Is The Story, Not Inflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 15 Apr 2021 17:26:51 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider back to the show where Jeff makes the case for deflation rather than inflation, against consensus. Then be sure to stay tuned for the postgame segment where Patrick will give an update on the 50dma charts.

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

MacroVoices #266 Jesse Felder: Macro Roadmap for the S&P500

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 08 Apr 2021 17:20:55 -0500

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 macro risk factors and where the S&P500 may be headed next.

Link: https://bit.ly/3t26fpv

MacroVoices #265 Steven Van Metre: The Last Deflationist Standing

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 01 Apr 2021 17:44:01 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Steven Van Metre to the show to talk about why the outlook really is still deflationary unless and until private credit expansion returns with a vengeance.

Link: https://bit.ly/39y2KPI

MacroVoices #264 Robert Friedland: Investing in the Green Revolution

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 25 Mar 2021 17:34:03 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome billionaire Canadian financier Robert Friedland to the show. Robert already gave a terrific two-part interview on the Smarter Markets podcast, on the subject of what it’s really going to take to Green the Global economy. In this MacroVoices episode, they discuss how to invest in the formative green revolution, and where the best opportunities can be found for investors. So if you missed the 2-part interview on Smarter Markets, we suggest you listen to that first.

Link: https://bit.ly/3clF9U5

Spotlight #6 Josh Crumb & Joe Raia: Dimensions of Abaxx Technologies

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Fri, 19 Mar 2021 07:13:32 -0500

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 Abaxx Technologies and how the company plans to disrupt commodity trading by bringing the latest technologies to bear to create smarter commodity markets? The long-awaited interview is finally here. Abaxx founders Josh Crumb and Joe Raia lay out the whole story of what Abaxx intends to do, from a new commodity exchange in Singapore to embracing blockchain technology to redesign how futures markets work, to a new suite of self-sovereign identity tools for finance that could revolutionize the way the industry does business.

Link:https://bit.ly/3r17uDB

MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 18 Mar 2021 16:46:48 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting.

Link: https://bit.ly/3tw53uj

MacroVoices #262 Diego Parrilla: The End Game Is Inflation But The Path Is Unclear

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 11 Mar 2021 18:17:12 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Diego Parrilla to the show to talk about what the inflation trend means for bond yields, equity markets and commodities, as well as gold, the VIX, and much more. Then Gold Royalty Corp. CEO Amir Adnani joins in the postgame to discuss the royalty and streaming business model for precious metals, and where PM streaming shares fit into a portfolio allocation strategy.

MacroVoices #261 Ole Hansen: Commodities Are Back!

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 04 Mar 2021 19:45:21 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Ole Hansen to the show to discuss the return of a commodity bull market, which commodity will benefit from the Green Revolution and outlook on agriculture, uranium and more.

Link: https://bit.ly/38a84bx

MacroVoices #260 Lyn Alden: Shifting from Monetary to Fiscal Dominance

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 25 Feb 2021 18:52:45 -0500

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 money supply growth to gold & even Bitcoin.

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

MacroVoices #259 Louis-Vincent Gave: As Inflationista As They Come

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 18 Feb 2021 18:09:45 -0500

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 to trade the coming inflation. Then Kevin Muir joins in postgame segment to discuss why he thinks investors need to understand the Treasury General Account.

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

MacroVoices #258 Julian Brigden: As Good As It Gets?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 11 Feb 2021 18:24:44 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.

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

MacroVoices #257 Jim Bianco: Wall Street Bets - Who's Playing Who?

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 04 Feb 2021 17:54:19 -0500

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 pandemic, and the lunacy that is Wall Street Bets.

Link: https://bit.ly/3rhbSP8

MacroVoices #256 Russell Napier: Prepare for Secular Inflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 28 Jan 2021 18:05:47 -0500

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 ongoing pandemic and where we stand with regard to the economic outlook generally & much more.

Link: https://bit.ly/36ohb7p

MacroVoices #255 Mike Green: Bitcoin’s Role in the Future of Digital Currency

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 21 Jan 2021 18:31:29 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Logica Funds chief strategist Mike Green to the show to discuss the digital currency revolution generally, Bitcoin and where it’s headed.

Link: https://bit.ly/39Rrv94

MacroVoices #254 Luke Gromen: The FED Faces No Easy Choices

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 14 Jan 2021 18:29:50 -0500

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 upside or just a dead cat bounce, where the dollar is headed and what that will mean for the markets & more.

Link: https://bit.ly/38Jw2Li

MacroVoices #253 Art Berman: U.S. Oil Production Still Set for Steep Decline in 2021

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 07 Jan 2021 17:06:56 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Art Berman to the show to discuss the coming domestic production decline which Art still predicts, when it will happen, as well as this week’s OPEC+ meeting, and much more.

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

MacroVoices #252 Holiday Special Part 2

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 31 Dec 2020 08:55:00 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome back Ronald Stoeferle and Grant Williams in this second half of two-part Holiday Special series to discuss the distinction between inflation and fiat debasement, and then talk through a long list of hedging trades against each of those risks, ranging from precious metals to bitcoin to farmland to base metals and crude oil.

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

MacroVoices #251 Holiday Special Part 1

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 24 Dec 2020 08:55:00 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Ronald Stoeferle and Grant Williams in this first half of Holiday Special series to talk about fiat currency debasement and inflation, commodities and different ways to hedge, crypto currencies and more.

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

MacroVoices #250 Kyle Bass: Commodity Bull Market, Inflation & Singapore

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 17 Dec 2020 19:24:35 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Kyle Bass to the show to discuss equity markets, how Joe Biden’s presidency will affect oil prices, and why Singapore will be the big winner as Hong Kong loses its independence from China and more.

Link: https://bit.ly/38cpoM1

MacroVoices #249 Dr. Pippa Malmgren: Get Ready for Trump News Network

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 10 Dec 2020 17:49:40 -0500

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 assuming his attempts to overturn the election results are unsuccessful.

Link: https://bit.ly/2Lmh6cJ

MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 03 Dec 2020 18:34:37 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show to revisit his dollar-bullish Eurodollar thesis, and consider where the market could be headed from here, and whether or not this week’s move invalidates his prior views.

Link: https://bit.ly/2VwzilU

Smarter Markets - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Sat, 28 Nov 2020 02:00:00 -0500

Billionaire Canadian financier Robert Friedland headlines the inaugural episode of Smarter Markets, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact.. Robert goes on to share his vision for how a distributed ledger (blockchain) could be used to hold commodity producers to account and assure buyers of commodities that they've received the full and true details of how those commodities were produced.

Erik's Interview on Market Huddle re: Abaxx Technologies Investment

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Fri, 27 Nov 2020 10:54:53 -0500

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 trading publicly on December 15th.

MacroVoices #247 David Rosenberg: Too much debt spells lower future growth and inflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 25 Nov 2020 18:58:21 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome David Rosenberg to the show to discuss everything from what’s holding up the stock market to whether bond yields have bottomed to the inflation outlook.

Link: https://bit.ly/2UZqqFb

MacroVoices #246 Daniel Lacalle: U.S. Election, European Outlook & More

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 19 Nov 2020 18:31:21 -0500

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 is offset by a marked increase in cases and deaths, bond yields, inflation, and much more.

Link: https://bit.ly/3pUMwa6

MacroVoices #245 Lakshman Achuthan: Brace For Inflation

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 12 Nov 2020 18:57:51 -0500

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 horizon and where we stand in the economic cycle and the outlook for markets.

Link: https://bit.ly/35o7h5A

MacroVoices #244 Marin Katusa: How to Play the Secular Gold Bull Market

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 05 Nov 2020 19:25:32 -0500

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 market in precious metals to why some of the best mining companies are only listed on Canadian exchanges to how to allocate a precious metals portfolio to benefit from all these trends.

Link: https://bit.ly/3p4lsV8

Spotlight #5 The Democratization of Alternative Investments – Art & Farmland

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Fri, 30 Oct 2020 07:55:12 -0500

Asset classes previously available only to the super-rich such as fine art and farmland are being democratized and brought within reach of all investors. Hear insights from the CEOs -Artem Milinchuk of FarmTogether.com and Scott Lynn of Masterworks.io- behind this new trend, where it’s headed, and how to invest in both fine art and farmland without breaking the bank.

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

MacroVoices #243 Tian Yang: A New Commodity Bull Market is Coming

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 29 Oct 2020 17:43:43 -0500

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 horizon and they think a new secular bull market in commodities is on deck.

Link: https://bit.ly/37TkIfG

MacroVoices #242 Stephanie Kelton on Modern Monetary Theory

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 22 Oct 2020 17:44:08 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Stephanie Kelton to the show to discuss how Modern Monetary Theory can enable more, not less government spending using the power of central banks to conjure new money supply out of thin air to finance government spending, without necessarily raising taxes or borrowing from foreigners.

Link: https://bit.ly/31x0ZhV

MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 15 Oct 2020 16:45:17 -0500

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, how Uranium market works and the investment opportunities in the Uranium market & more.

Link: https://bit.ly/3k5i35H

MacroVoices #240 Dr. Pippa Malmgren: U.S. Election Outlook

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 08 Oct 2020 17:38:25 -0500

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 markets in various election scenarios to the risk of an increase in civil unrest after the election to Pippa’s prediction that President Trump will aspire to create his own television news empire after leaving the White House, regardless of whether that happens in 2021 or after four more years as President.

Link: https://bit.ly/34FHJPQ

MacroVoices #239 Art Berman: U.S. Production still set to decline…but so is demand

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 01 Oct 2020 16:48:18 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome back Art Berman to the show to discuss where oil price is headed from here, decreasing price sensitivity to changes in comparative inventory and an update on Art’s previous prediction on U.S. production of oil.

Link: https://bit.ly/3d0eYBr

MacroVoices #238 Alex Gurevich: Bond Yields, U.S. Dollar, Equities & more

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Wed, 23 Sep 2020 17:08:42 -0500

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 U.S. dollar is heading to a secular decline and perspectives on gold, equity markets & more. Then Jim Bianco from Bianco Research joins in the postgame segment to talk about the upcoming US Presidential Election.

Link: https://bit.ly/3hR0qoo

MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 17 Sep 2020 16:33:27 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more.

Link: https://bit.ly/3mvrQU9

MacroVoices #236 Mike Green: Passive Investing Dynamics, Inflation vs. Hyperinflation, Digital Currencies & more

requests@macrovoices.com (Hedge Fund Manager Erik Townsend) — Thu, 10 Sep 2020 16:30:10 -0500

MacroVoices Erik Townsend and Patrick Ceresna welcome Mike Green to the show to discuss the reflexive effects of passive investing on market price action, before moving on to the US dollar, inflation, gold, digital reserve currencies and much more.

Link: https://bit.ly/33kfmWC