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Explore every episode of the podcast Macro Voices

Dive into the complete episode list for Macro Voices. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More29 Aug 202401:06:54

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 

⚫ Follow Viktor on X: https://www.x.com/ViktorShvets šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3T8HDu1

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

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

āœ… Visit OptionFinity: www.optionfinity.com

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Metals22 Aug 202401:02:04

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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⚫ Follow Ole on X: https://www.x.com/Ole_S_Hansen šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3XdTJED

Ā 

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

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

āœ… Visit OptionFinity: www.optionfinity.com

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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-Bubbles15 Aug 202401:05:45

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

Ā 

⚫ Follow Diego on X: https://www.x.com/ParrillaDiego šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3M9XNzD

Ā 

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

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 202401:32:19

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

Ā 

⚫ Follow Louis on X: https://www.x.com/Gave_Vincent

⚫ Find Out More: https://web.gavekal.com/ šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/4dACC5j

Ā 

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

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Market01 Aug 202401:13:39

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

Ā 

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

⚫ Find Out More: https://www.commoditycontext.com/ šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3Ag1QaI

Ā 

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

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Markets25 Jul 202401:25:53

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 

⚫ Follow Marko Papic on X: https://www.x.com/Geo_Papic

⚫ Find Out More: https://www.bcaresearch.com/

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3Yk6iPQ

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 & More18 Jul 202401:05:10

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

Ā 

⚫ Follow Lyn Alden on X: https://www.x.com/lynaldencontact

⚫ Find Out More: https://www.lynalden.com

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3WbYmgH

Ā 

āœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ 

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Tails12 Jul 202401:01:14

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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⚫ Follow Tian Yang on X: https://www.x.com/VrntPerception

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

Ā 

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/4eWdN5o

Ā 

āœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ 

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Debasement03 Jul 202400:55:09

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

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⚫ Follow Daniel on X: https://www.x.com/DLacalle_IA

Ā 

āœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ 

Ā 

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

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

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

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

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

šŸ”“ Subscribe to Nick’s 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 202401:04:06

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 

⚫ Check Out Bill Blain’s Morning Porridge: https://morningporridge.com/

⚫ Follow Bill on X: https://www.x.com/bill_blain

Ā 

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3zlNrJI

Ā 

āœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ 

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 FED’s Bluff20 Jun 202401:04:45

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

Ā 

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

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

Ā 

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3KT5tWi

Ā 

āœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ 

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 & More13 Jun 202401:07:39

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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⚫ Check Out Carlyle Global Investment Group: https://www.carlyle.com/

Ā 

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3xgyDLJ

Ā 

āœ…SPECIAL FREE LIVE Webinar - Tuesday June 18th, 2024 at 11:00am ET: https://bit.ly/3XlUITF

āœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ 

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Points06 Jun 202400:55:02

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

Ā 

⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle

Ā 

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/4c7SjjF

Ā 

āœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ 

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Deck30 May 202401:09:00

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

Ā 

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

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

Ā 

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3KnqnN6

Ā 

āœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ 

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Geopolitics23 May 202401:06:52

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

Ā 

⚫ Follow Anas Alhajji on X: https://www.twitter.com/AnasAlhajji

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

Ā 

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/44YqJD9

Ā 

āœ…Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FDĀ 

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Metals16 May 202401:10:39

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

Ā 

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

⚫ Check Out: https://www.gorozen.com/

Ā 

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/4bFenlx

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Revolution09 May 202401:30:22

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

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⚫ Find out More: https://www.copenhagenatomics.com/

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 Uncertainty02 May 202401:10:14

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

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

⚫ Find out More: https://santiagocapital.com/

Ā 

Ā 

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/4bld0rU

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Nick’s 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 More25 Apr 202401:04:44

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

Ā 

⚫ Follow Alex on X: @agurevich23

⚫ Find out More: honteinv.com

Ā 

šŸ”»Download Big Picture Trading Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3UzhqVJ

Ā 

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

Ā 

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

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

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

Ā 

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MacroVoices #424 Rory Johnston: Crude Oil Update: Fundamentals, Geopolitical Risks, and SPR18 Apr 202401:04:46

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

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⚫ Find out More: https://www.commoditycontext.com

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MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market11 Apr 202401:16:43

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 it’s headed to next. https://bit.ly/3Jcf9u6

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⚫ Find out More: www.uraniuminsider.com

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MacroVoices #422 Larry McDonald: How To Listen When Markets Speak04 Apr 202401:01:24

MacroVoices Erik Townsend &Ā  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

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⚫ Follow Larry on X: @Convertbond

⚫ Find out More: thebeartrapsreport.com

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MacroVoices #421 Luke Gromen: More Dollar Liquidity To Come…28 Mar 202400:57:58

MacroVoices Erik Townsend &Ā  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 Markets21 Mar 202401:07:00

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

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MacroVoices #419 Arjun Murti: Navigating the 2020s Energy Transition Landscape14 Mar 202401:06:56

MacroVoices Erik Townsend &Ā  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

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MacroVoices #418 Jeff Snider: From Waller Speak to Risk, After Risk, After Risk07 Mar 202401:09:56

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 Fed’s Waller REALLY said last Friday & whether it could mean another round of QE is around the corner. https://bit.ly/49DITM0

Ā 

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

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

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MacroVoices #417 Jim Bianco: FED Cuts, May, June or Bust?29 Feb 202401:02:54

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 

⚫ Follow Jim on X: @BiancoResearch

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

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MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?22 Feb 202401:13:34

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 

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

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

Ā 

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MacroVoices #415 Tian Yang: Fiscal, Sisyphus or Hercules15 Feb 202401:03:17

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 

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

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MacroVoices #414 Louis Vincent Gave: Party Like it’s 199908 Feb 202401:09:19

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 

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

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

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Ā 

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Ā 

šŸ”“ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

Ā 

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MacroVoices #413 Darius Dale: Still Bullish01 Feb 202401:03:23

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 

šŸ”»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/

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

šŸ”“ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

Ā 

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Ā 

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MacroVoices #412 Dr. Anas Alhajji: 2024 Petroleum Outlook Update25 Jan 202401:10:12

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 

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

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

Ā 

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Ā 

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

Ā 

šŸ”“ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

Ā 

šŸ”»Download This Episode's Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3vPppVK

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MacroVoices #411 Jeroen Blokland: Inflation, Hard/Soft Landing, Geopolitics and More18 Jan 202400:55:27

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 

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

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

Ā 

Ā 

Ā 

🌟The Gold Standard of Profits🌟

š™š™£š™”š™¤š™˜š™ š™žš™£š™œ š™‹š™§š™¤š™›š™žš™©š™Ø š™žš™£ š™š™š™š š˜¾š™¤š™¢š™žš™£š™œ š™‚š™¤š™”š™™ š˜½š™Ŗš™”š™” š™ˆš™–š™§š™ š™šš™©

Ā 

Join Patrick Ceresna for a š—™š—„š—˜š—˜ š—Ÿš—œš—©š—˜ webinar

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

Register here for š—™š—„š—˜š—˜: https://www.bigpicturetrading.com/gold

Ā 

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

šŸ”“ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

Ā 

šŸ”»Download This Episode's Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3HpyhE0

Ā 

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

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MacroVoices #410 Justin Huhn: Investing in All Things Nuclear11 Jan 202401:30:30

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 

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

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

Ā 

Ā 

🌟The Gold Standard of Profits🌟

š™š™£š™”š™¤š™˜š™ š™žš™£š™œ š™‹š™§š™¤š™›š™žš™©š™Ø š™žš™£ š™š™š™š š˜¾š™¤š™¢š™žš™£š™œ š™‚š™¤š™”š™™ š˜½š™Ŗš™”š™” š™ˆš™–š™§š™ š™šš™©

Ā 

Join Patrick Ceresna for a š—™š—„š—˜š—˜ š—Ÿš—œš—©š—˜ webinar

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

Register here for š—™š—„š—˜š—˜: https://www.bigpicturetrading.com/gold

Ā 

Ā 

šŸ”“ Subscribe to Erik's Substack: https://eriktownsend.substack.com/

Ā 

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

Ā 

šŸ”“ Nuclear SMRs VS Renewables: https://energytransitioncrisis.org/smr

Ā 

šŸ”»Download This Episode's Chartbook: šŸ“ˆšŸ“‰: https://bit.ly/3vxVG3y

Ā 

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

Ā 

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MacroVoices #409 Mark Nelson: All Things Nuclear Energy04 Jan 202402:09:51

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: šŸ“ˆšŸ“‰: https://bit.ly/3S4KyDS

āœ…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

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MacroVoices #408 Lyn Alden: Broken Energy28 Dec 202301:48:07

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 šŸ“ˆšŸ“‰:Ā https://bit.ly/3RwBDK6

āœ…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 

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MacroVoices #407 Jim Bianco: Jay Powell’s ā€œword saladā€, FOMC Mood Swings, Interest Rate Outlook, Crypto & More21 Dec 202301:31:07

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

Ā 

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

Download Big Picture Trading Chartbook šŸ“ˆšŸ“‰: https://bit.ly/3TGqLfc

āœ…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

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MacroVoicesĀ #406 Matt Barrie: AI-pocalypse Now14 Dec 202301:23:58

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

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

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MacroVoicesĀ #405 Marko Papic: Investment Implications of Geopolitics Around The Globe07 Dec 202301:26:47

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

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MacroVoicesĀ #404 David Rosenberg: The Bond Bullion Barbell30 Nov 202301:02:57

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

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MacroVoices #403 Daniel Lacalle: EU Economic Outlook, Inflation, Monetary Aggregates, Energy and Much More22 Nov 202301:14:06

MacroVoices Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to the show. They discuss everything from recession risk to Eurozone economic weakness and 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

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MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream16 Nov 202300:57:52

MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeksĀ  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

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MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing​09 Nov 202301:16:37

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

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MacroVoices #400 Rory Johnston: All Things Oil02 Nov 202301:23:57

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

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MacroVoices #399 Ole S Hansen: Still Bullish Commodities26 Oct 202301:14:00

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

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MacroVoices #398 Lyn Alden: Broken Money19 Oct 202301:29:34

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

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MacroVoices #397 Alex Gurevich: The Real Rates Tsunami12 Oct 202301:07:08

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 hasn’t been performing recently. https://bit.ly/3RW7Hcj

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

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MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed05 Oct 202301:03:28

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 they’re headed next.

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MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back28 Sep 202301:19:18

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 2023Ā 

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MacroVoices #394 Louis-Vincent Gave: China, Energy & More21 Sep 202301:11:35

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

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