Explore every episode of the podcast Macro Voices
| Title | Pub. Date | Duration | |
|---|---|---|---|
| MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More | 29 Aug 2024 | 01:06:54 | |
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 Ā ā« Follow Viktor on X: https://www.x.com/ViktorShvets š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3T8HDu1 Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Visit OptionFinity: www.optionfinity.com Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #442 Ole Hansen: Year of The Metals | 22 Aug 2024 | 01:02:04 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Ole Hansen. Theyāll discuss commodities from precious metals to uranium to energy to agriculture, and get Oleās outlook on whether the deep correction weāve seen in the commodity supercycle is over or not. Ā ā« Follow Ole on X: https://www.x.com/Ole_S_Hansen š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3XdTJED Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Visit OptionFinity: www.optionfinity.com Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #441 Diego Parrilla: The Revenge of The Anti-Bubbles | 15 Aug 2024 | 01:05:45 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Quadriga CIO and noted author Diego Parilla. Theyāll 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, Diegoās outlook for inflation, commodities, precious metals, and more. https://bit.ly/3X4Bd1p Ā ā« Follow Diego on X: https://www.x.com/ParrillaDiego š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3M9XNzD Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #440 Louis-Vincent Gave: What Just Happened? | 08 Aug 2024 | 01:32:19 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by yearās end, the USD outlook, precious and base metals, uranium miners, Chinaās long-term energy policy and what this all means to the global economy. https://bit.ly/3WEO8pn Ā ā« Follow Louis on X: https://www.x.com/Gave_Vincent ā« Find Out More: https://web.gavekal.com/ š»Download Big Picture Trading Chartbook: šš: https://bit.ly/4dACC5j Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market | 01 Aug 2024 | 01:13:39 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss all things crude oil, ranging from President Trumpās claim that OPEC is working hard to get Kamala Harris elected to the ultimate growth limits of U.S. Shale. https://bit.ly/4ceTfSV Ā ā« Follow Rory Johnston on X: https://www.x.com/Rory_Johnston ā« Find Out More: https://www.commoditycontext.com/ š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3Ag1QaI Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #438 Marko Papic: U.S. Presidential Race Risks & Complications for Markets | 25 Jul 2024 | 01:25:53 | |
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 Ā ā« Follow Marko Papic on X: https://www.x.com/Geo_Papic ā« Find Out More: https://www.bcaresearch.com/ š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3Yk6iPQ Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #437 Lyn Alden: Energy Security, Precious Metals & More | 18 Jul 2024 | 01:05:10 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Lyn Alden. Theyāll discuss topics ranging from inflation to interest rates to advanced nuclear reactors and AI. https://bit.ly/4d3UOUK Ā ā« Follow Lyn Alden on X: https://www.x.com/lynaldencontact ā« Find Out More: https://www.lynalden.com š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3WbYmgH Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #436 Tian Yang: Left & Right Tails | 12 Jul 2024 | 01:01:14 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back,Variant Perception CEO Tian Yang. Theyāll discuss the leading indicators, and what Tian thinks are the best trades to put on right now. https://bit.ly/3S2Q6Pc Ā ā« Follow Tian Yang on X: https://www.x.com/VrntPerception ā« Find Out More About Variant Perception: https://www.variantperception.com/ Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/4eWdN5o Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #435 Daniel Lacalle: Navigating Monetary Debasement | 03 Jul 2024 | 00:55:09 | |
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 Ā ā« Follow Daniel on X: https://www.x.com/DLacalle_IA Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem? | 27 Jun 2024 | 01:04:06 | |
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 Ā ā« Check Out Bill Blainās Morning Porridge: https://morningporridge.com/ ā« Follow Bill on X: https://www.x.com/bill_blain Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3zlNrJI Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #433 David Rosenberg: Calling The FEDās Bluff | 20 Jun 2024 | 01:04:45 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rosenberg Research founder David Rosenberg. They discuss, the stock market and why David believes the breadth isnāt there, and the outperformance of SPX is really just three out of the 500 stocks in the index. https://bit.ly/3VRJtBA Ā ā« Check Out Rosenberg Research: https://www.rosenbergresearch.com/ ā« Follow David Rosenberg on X: https://www.twitter.com/econguyrosie Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3KT5tWi Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #432 Jeff Currie: Metals, Energy, Commodity Super Cycle & More | 13 Jun 2024 | 01:07:39 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyleās Chief Strategy Officer, Jeff Currie. Theyāll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why theyāve seen so much vol recently. https://bit.ly/3z2Y6cb Ā ā« Check Out Carlyle Global Investment Group: https://www.carlyle.com/ Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3xgyDLJ Ā ā SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: https://bit.ly/3XlUITF ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #431 Lakshman Achuthan: 2024 Turning Points | 06 Jun 2024 | 00:55:02 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. Theyāll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v Ā ā« Follow Lakshman on X: https://www.twitter.com/businesscycle Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/4c7SjjF Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #430 Jim Bianco: Rate Hike On Deck | 30 May 2024 | 01:09:00 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Bianco Research founder, Jim Bianco. Theyāll discuss inflation, bond yields, precious metals, energy prices, geopolitics and more. https://bit.ly/3x7wP7E Ā ā« Follow Jim Bianco on X: https://www.twitter.com/BiancoResearch ā« Check Out Bianco Research: https://www.biancoresearch.com Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3KnqnN6 Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #429 Dr. Anas Alhajji: Oil Market Outlook, Iran & Energy Geopolitics | 23 May 2024 | 01:06:52 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Dr Anas Alhajji. Theyāll discuss the energy markets outlook for 2024, the Iranian Presidentās death, fake news in Saudi Arabia, and much more. https://bit.ly/3UVBbqo Ā ā« Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji ā« Check Out Anas Alhajjiās Substack: https://anasalhajjieoa.substack.com/ Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/44YqJD9 Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals | 16 May 2024 | 01:10:39 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Goehring & Rozencwajg co-founder Adam Rozencwajg. Theyāll discuss energy markets, precious metals and much more. https://bit.ly/4bk5pub Ā ā« Follow Adam Rozencwajg on X: https://www.twitter.com/go_rozen ā« Check Out: https://www.gorozen.com/ Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/4bFenlx Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #427 Thomas Jam Pedersen: The Coming Thorium Energy Revolution | 09 May 2024 | 01:30:22 | |
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 Ā ā« Find out More: https://www.copenhagenatomics.com/ Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #426 Brent Johnson: Dollar Milkshake Update in a World of Global Uncertainty | 02 May 2024 | 01:10:14 | |
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 Ā ā« Follow Brent on X: https://www.twitter.com/SantiagoAuFund ā« Find out More: https://santiagocapital.com/ Ā Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/4bld0rU Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More | 25 Apr 2024 | 01:04:44 | |
MacroVoices Erik Townsend & Patrick Ceresna welcome back, Honte investments founder and CIO Alex Gurevich. Theyāll discuss whether inflation will be persistent, Currencies, Precious Metals, Energy Markets, and more. https://bit.ly/3JxA3UP Ā ā« Follow Alex on X: @agurevich23 ā« Find out More: honteinv.com Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3UzhqVJ Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR | 18 Apr 2024 | 01:04:46 | |
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 Ā ā« Follow Rory on X: https://www.twitter.com/Rory_Johnston ā« Find out More: https://www.commoditycontext.com Ā Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3vTbbnh Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market | 11 Apr 2024 | 01:16:43 | |
MacroVoices Erik Townsend &Ā Patrick Ceresna welcome back, Uranium Insider Founder, Justin Huhn. Erik & Justin discuss the Uranium bull market, the Uranium mining sector and where itās headed to next. https://bit.ly/3Jcf9u6 Ā ā« Follow Justin on X: @UraniumInsider ā« Find out More: www.uraniuminsider.com Ā Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/43SHq2e Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #422 Larry McDonald: How To Listen When Markets Speak | 04 Apr 2024 | 01:01:24 | |
MacroVoices Erik Townsend &Ā Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why goldās correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP Ā ā« Click To Purchase Larryās book āHow To Listen When Markets Speakā: https://bit.ly/4cLXOFO ā« Follow Larry on X: @Convertbond ā« Find out More: thebeartrapsreport.com Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/49weM8E Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials Ā | |||
| MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come⦠| 28 Mar 2024 | 00:57:58 | |
MacroVoices Erik Townsend &Ā Patrick Ceresna welcome back Forest for the Trees founder, Luke Gromen. Erik and Luke discuss the dollar, where itās headed both short and long term, precious metals, bitcoin and more. https://bit.ly/3PES8np Ā ā« Follow Luke on X: @LukeGromen Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3IXSBgC Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets | 21 Mar 2024 | 01:07:00 | |
MacroVoices Erik Townsend &Ā Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and whatās driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn Ā ā« Follow Ole on X: @Ole_S_Hansen Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3vig2Ox Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape | 14 Mar 2024 | 01:06:56 | |
MacroVoices Erik Townsend &Ā Patrick Ceresna welcome former Goldman Sachs Partner and current Veriton partner, Arjun Murti. Erik and Arjun will discuss Arjunās outlook for where energy markets are and where theyāre headed in the coming energy transition. https://bit.ly/3IzFxxI Ā ā« Follow Arjun on X: https://www.twitter.com/ArjunNMurti Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3Pnif1Y Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk | 07 Mar 2024 | 01:09:56 | |
Ā MacroVoices Erik Townsend &Ā Patrick Ceresna welcome back Jeff Snider. Erik & Jeff take a deep dive into the macro risks in all the major markets, what the Fedās Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0 Ā ā« Follow Jeff Snider on X: https://www.twitter.com/jeffsnider_EDU ā« Visit EuroDollar University: https://www.eurodollar.university/ Ā Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3wLe4Xn Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust? | 29 Feb 2024 | 01:02:54 | |
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 Ā ā« Follow Jim on X: @BiancoResearch ā« Check Out Bianco Research: https://www.biancoresearch.com Ā Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3uGcbus Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials Ā | |||
| MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway? | 22 Feb 2024 | 01:13:34 | |
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 Ā Ā ā« Follow Mike on X: https://www.twitter.com/profplum99 ā« Follow Mike on Substack : https://www.yesigiveafig.com/ Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/42MYjuW Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Patrickās Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules | 15 Feb 2024 | 01:03:17 | |
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 Ā ā« Follow Variant Perception on X: https://www.twitter.com/VrntPerception ā« Find Out More About Variant Perception: https://www.variantperception.com Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/49gJYcm Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā š“ Subscribe to Patrick Ceresna's Youtube Channel: https://www.youtube.com/@Patrick_Ceresna Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials Ā Ā | |||
| MacroVoices #414 Louis Vincent Gave: Party Like itās 1999 | 08 Feb 2024 | 01:09:19 | |
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 Ā ā« Follow Louis on X: https://twitter.com/Gave_Vincent ā« Find Out More About Gavekal: https://web.gavekal.com/ Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3SOovls Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials Ā Ā | |||
| MacroVoices #413 Darius Dale: Still Bullish | 01 Feb 2024 | 01:03:23 | |
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. Ā Ā š»Download 42 Macro Chart Book: https://bit.ly/3SeLTXO ā« Follow Darius on X: https://twitter.com/DariusDale42 ā« Find Out More About 42 Macro: https://42macro.com/ Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr Ā š»Download Big Picture Trading Chartbook: šš: https://bit.ly/3SFW2ht Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā š“ Subscribe to Nickās Medium: https://medium.com/@ngalarnyk Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update | 25 Jan 2024 | 01:10:12 | |
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 Ā Ā ā« Follow Anas on X: https://twitter.com/anasalhajji ā« Check Out Anasās Substack: https://anasalhajjieoa.substack.com/ Ā Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr Ā š»Download This Episode's Chartbook: šš: https://bit.ly/3vPppVK Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More | 18 Jan 2024 | 00:55:27 | |
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 Ā ā« Follow Jeroen Blokland on X: https://twitter.com/jsblokland ā« Check Out Jeroenās Substack: https://trueinsights.substack.com/ Ā Ā Ā šThe Gold Standard of Profitsš šš£š”š¤šš šš£š šš§š¤ššš©šØ šš£ ššš š¾š¤š¢šš£š šš¤š”š š½šŖš”š” ššš§š šš© Ā Join Patrick Ceresna for a šš„šš ššš©š webinar Monday January 22nd, 2024 at 1:00pm ET Register here for šš„šš: https://www.bigpicturetrading.com/gold Ā Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr Ā š»Download This Episode's Chartbook: šš: https://bit.ly/3HpyhE0 Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #410 Justin Huhn: Investing in All Things Nuclear | 11 Jan 2024 | 01:30:30 | |
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. Ā ā« Follow Justin Huhn on X: https://twitter.com/uraniuminsider ā« Check Out Uranium Insider Newsletter: https://www.uraniuminsider.com Ā Ā šThe Gold Standard of Profitsš šš£š”š¤šš šš£š šš§š¤ššš©šØ šš£ ššš š¾š¤š¢šš£š šš¤š”š š½šŖš”š” ššš§š šš© Ā Join Patrick Ceresna for a šš„šš ššš©š webinar Monday January 15th, 2024 at 1:00pm ET Register here for šš„šš: https://www.bigpicturetrading.com/gold Ā Ā š“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/ Ā š“ Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Ā š“ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr Ā š»Download This Episode's Chartbook: šš: https://bit.ly/3vxVG3y Ā ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Ā š“ Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Ā ā Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #409 Mark Nelson: All Things Nuclear Energy | 04 Jan 2024 | 02:09:51 | |
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 Ā Follow Mark Nelson on X: https://twitter.com/energybants Check Out: https://www.radiantenergygroup.com/ Ā 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: šš: https://bit.ly/3S4KyDS ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials Ā | |||
| MacroVoices #408 Lyn Alden: Broken Energy | 28 Dec 2023 | 01:48:07 | |
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 Ā Follow Lyn on X: https://twitter.com/LynAldenContact Check Out: https://www.lynalden.com/ Ā 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 šš:Ā https://bit.ly/3RwBDK6 ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials Ā | |||
| MacroVoices #407 Jim Bianco: Jay Powellās āword saladā, FOMC Mood Swings, Interest Rate Outlook, Crypto & More | 21 Dec 2023 | 01:31:07 | |
MacroVoice's Erik Townsend & Patrick Ceresna welcome back Jim Bianco. Erik & Jim will discuss the FOMCās 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 Ā Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook šš: https://bit.ly/3TGqLfc ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoicesĀ #406 Matt Barrie: AI-pocalypse Now | 14 Dec 2023 | 01:23:58 | |
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 Ā Read Mattās āAI-pocalypseā Article Here: https://bit.ly/3RIfJor Ā Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook šš: https://bit.ly/3v3bZFq ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoicesĀ #405 Marko Papic: Investment Implications of Geopolitics Around The Globe | 07 Dec 2023 | 01:26:47 | |
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 Ā ā SPECIAL WEBINARĀ "Discover Your New Favourite Hedging Strategy" Monday, December 11th, 1pm ET Register For FREE!: https://www.bigpicturetrading.com Ā Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook šš: https://bit.ly/41giQXR ā 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 Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoicesĀ #404 David Rosenberg: The Bond Bullion Barbell | 30 Nov 2023 | 01:02:57 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome back Rosenberg Research Founder, David Rosenberg. They discuss Rosieās 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 Ā Rosenberg Research Free Trial ā 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 šš:https://bit.ly/3sKrlxI ā 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 Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More | 22 Nov 2023 | 01:14:06 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and whatās causing it, to inflation and why Daniel says last weekās CPI print wasnāt necessary as bullish as market participants have perceived, to monetary aggregate contraction to energy prices and the upcoming OPEC+ meeting this Sunday to whatās happened to public sentiment in Europe relative to nuclear energy. https://bit.ly/47MDHEu Ā Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook šš:https://bit.ly/3sKrlxI ā 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 Ā 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 | 16 Nov 2023 | 00:57:52 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeksĀ featured guest. They'll discuss ECRIās leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN Ā Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Join OptionFinity discord: https://discord.gg/Rvnsv6Y Download Big Picture Trading Chartbook šš: https://bit.ly/3SNA7Wb ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investingā | 09 Nov 2023 | 01:16:37 | |
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 Ā Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook šš: https://bit.ly/3QPPxIe ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #400 Rory Johnston: All Things Oil | 02 Nov 2023 | 01:23:57 | |
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 Ā Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading Chartbook šš: https://bit.ly/3MOUvCL ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #399 Ole S Hansen: Still Bullish Commodities | 26 Oct 2023 | 01:14:00 | |
MacroVoice's Erik Townsend & Patrick Ceresna welcome Ole S Hansen as this weekās 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 šš: https://bit.ly/477pvpg ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #398 Lyn Alden: Broken Money | 19 Oct 2023 | 01:29:34 | |
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 šš: https://bit.ly/46CDzHd ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Ā 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 | 12 Oct 2023 | 01:07:08 | |
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 hasnāt 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 šš: https://bit.ly/3PTuFOD ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed | 05 Oct 2023 | 01:03:28 | |
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 theyāre headed next. Ā Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook šš https://bit.ly/3RFXd0u ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back | 28 Sep 2023 | 01:19:18 | |
MacroVoices Erik Townsend and Patrick Ceresna welcome back Bloombergās Macro Strategist, Simon White to the show. Simon and Erik will discuss inflation, deflation and stock bond correlation. Download Simon's Charts: Simon White - MacroVoices 28 2023Ā Ā Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook šš https://bit.ly/3RBr8a0 ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials | |||
| MacroVoices #394 Louis-Vincent Gave: China, Energy & More | 21 Sep 2023 | 01:11:35 | |
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 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Download Big Picture Trading chartbook šš https://bit.ly/3sVfw7q ā Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Ā Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials Ā | |||