Macro Voices

MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets

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

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

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

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

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

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

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

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MacroVoices #468 Darius Dale: Changing World Order

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

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

 

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

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

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

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MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0

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

⚫ Follow Rory on X: @Rory_Johnston

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

 

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

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

 

⚫ Follow Michael on X: @themichaelevery

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

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

⚫ Follow Izabella on X: @izakaminska

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