Macro Voices

MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts?

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG  & much more. https://bit.ly/43ldvBg

What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji 

 

🔻Download Big Picture Trading Chartbook 📈📉: http://bit.ly/4d4I4hO

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 
 

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

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

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

 

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

 

MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t

 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEGX9K

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag

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

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

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

 

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

MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA

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

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

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

 

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

MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it?

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/42Cijkj

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

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

 

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

MacroVoices #475 Simon White: The Dawn of A New Financial Order

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq

 

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

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

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

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

 

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

MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8fs 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3E86j1F

 

✅Sign up for a FREE 14-day trial at Big Picture Trading:

https://bit.ly/4cMmu0d 

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

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

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

 

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

MacroVoices #473 Matt Barrie: AI of The Storm

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to personal data privacy. https://bit.ly/42ioKtA

 

Worried About A Market Crash? Learn smart hedging to protect your losses while keeping your gains.

Join Patrick for a FREE LIVE Webinar on Tuesday, April 1st 2025 at 4:00pm ET.

Register here: https://bit.ly/4hSyU8N

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

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

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

 

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

 

 

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 

Click Here To Register and Watch Stock Repair Strategies using Options Webinar: https://www.bigpicturetrading.com 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41FCAVF

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

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

 

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

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

Click Here To Register FREE to Big Picture Trading's Hedging Webinar: https://www.bigpicturetrading.com 

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/43IBivp

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

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

 

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

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

🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4i2GWNm

 

✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d

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

 

🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

 

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

 

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