Macro Voices – Details, episodes & analysis

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

⚫ Follow Viktor on X: https://www.x.com/ViktorShvets 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3T8HDu1

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🔴 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 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

⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3XdTJED

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH

🔴 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

✅ Visit OptionFinity: www.optionfinity.com

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

🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

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

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

⚫ Check Out Rosenberg Research: https://www.rosenbergresearch.com/

⚫ Follow David Rosenberg on X: https://www.twitter.com/econguyrosie

🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3KT5tWi

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

🔴 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

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

🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk

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

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

Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g

✅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://bit.ly/3SqTy45

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

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

Download Ole's charts: https://bit.ly/3DbCxo5

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3gGAeBP

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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

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r

✅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://bit.ly/3SqTy45

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

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

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CSUx7M

✅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://bit.ly/3SqTy45

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

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

Download Alex's Charts: https://bit.ly/3fPgCLB

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3EnRLZj

✅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://bit.ly/3SqTy45

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

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

Download Jeff’s slide deck: https://bit.ly/3SK5myg

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3dWjtSf

✅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://bit.ly/3SqTy45

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

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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