Episodes

7 days ago
7 days ago
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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Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading Chartbook 📈📉:https://bit.ly/3sKrlxI
✅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
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Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
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
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading Chartbook 📈📉:https://bit.ly/3sKrlxI
✅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
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Thursday Nov 16, 2023
MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream
Thursday Nov 16, 2023
Thursday Nov 16, 2023
MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks 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
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Join OptionFinity discord: https://discord.gg/Rvnsv6Y
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Thursday Nov 09, 2023
MacroVoices #401 Leigh Goehring: The Role of Monetary Policy in Commodity Investing
Thursday Nov 09, 2023
Thursday Nov 09, 2023
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
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3QPPxIe
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Thursday Nov 02, 2023
MacroVoices #400 Rory Johnston: All Things Oil
Thursday Nov 02, 2023
Thursday Nov 02, 2023
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
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3MOUvCL
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Thursday Oct 26, 2023
MacroVoices #399 Ole S Hansen: Still Bullish Commodities
Thursday Oct 26, 2023
Thursday Oct 26, 2023
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
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading Chartbook 📈📉: https://bit.ly/477pvpg
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
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Thursday Oct 19, 2023
MacroVoices #398 Lyn Alden: Broken Money
Thursday Oct 19, 2023
Thursday Oct 19, 2023
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 📈📉: https://bit.ly/46CDzHd
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Thursday Oct 12, 2023
MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
Thursday Oct 12, 2023
Thursday Oct 12, 2023
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
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3PTuFOD
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Thursday Oct 05, 2023
MacroVoices #396 Luke Gromen: The Dollar Treasury Feedback Loop, Deconstructed
Thursday Oct 05, 2023
Thursday Oct 05, 2023
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.
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 📈📉 https://bit.ly/3RFXd0u
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Thursday Sep 28, 2023
MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
Thursday Sep 28, 2023
Thursday Sep 28, 2023
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.
Download Simon's Charts: Simon White - MacroVoices 28 2023
Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1
Download Big Picture Trading chartbook 📈📉 https://bit.ly/3RBr8a0
✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J
Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials