Macro Voices

MacroVoices #531 Louis-Vincent Gave: Semiconductors, AI & Iran Conflict

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They’ll discuss, what’s going on in the conflict and what it will mean for global markets in the coming months. https://bit.ly/42T7eeW

 

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MacroVoices #530 Daniel Lacalle: China and The Us Will Decide The Outcome of The Iran War

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle.  They’ll discuss secular inflation, precious metals, the greater risk to Europe from the energy crisis, and much more. https://bit.ly/42Ek4O5.

 

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MacroVoices #529 Ole S Hansen: Commodities in The Wake of The Iran Crisis

MacroVoices Erik Townsend & Patrick Ceresna welcome, Ole Hansen. They’ll discuss what comes next in the Iran conflict, what the longer-term implications are for energy markets, what’s coming in food inflation and how to trade it, and a longer term outlook for secular inflation. https://bit.ly/3OXHPNV

 

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MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss the Iran crisis, its knock-on effects, and what it means for inflation looking ahead. https://bit.ly/4ctlZtj 

 

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MacroVoices #527 Adam Rozencwajg: What Comes Next After The Iran Crisis

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Rozencwajg. They discuss, crude oil, food & fertilisers, uranium, and gold after the Iran conflict. https://bit.ly/4vkd1XX 

 

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MacroVoices #526 Matt Barrie: Pay To PrAI

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

 

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

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

 

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

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

 

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

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

 

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

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

 

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