Macro Voices

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November 23, 2022  

MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital currency adoption, the new space race for military and telecommunications control of the moon , the return of Donald Trump to the political stage in the run-up to the 2024 election and why China has been so slow to fully reopen its economy after the COVID pandemic. http://bit.ly/3ODO9ph

 

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November 17, 2022  

MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World

MacroVoices welcomes Simplify Asset management chief strategist and portfolio manager, Mike Green to the show. Mike was the first person to bring up World War III to MacroVoices but he’s not talking about nuclear armageddon - he is talking about growing conflict between Russia, United States and China. This interview will focus on the economic and trading implications of the new war cycle. https://bit.ly/3tK1hiR

 

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November 10, 2022  

MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse

MacroVoices welcomes Commodity Context founder Rory Johnston as this week’s feature interview guest to take a deep dive on crude oil supply and demand fundamentals, China reopening, Russian sanctions, and finally the long-awaited Strategic Petroleum Reserve discourse so many of you have requested. https://bit.ly/3G27jCT

Check out Commodity Context: https://www.commoditycontext.com/

Download Big Picture Trading chartbook 📈📉https://bit.ly/3UjaKJP

✅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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November 3, 2022  

MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity

One River Asset Management founder & CIO Eric Peters returns as this week’s feature interview guest. We’ll discuss why Eric thinks that post-pandemic patterns in everything from inflation to supply chain disruptions yields a conclusion that we’ve moved from a paradigm of mean reversion to a new paradigm of reflexivity. https://bit.ly/3DZbcY7

 

Download Big Picture Trading chartbook 📈📉https://bit.ly/3FHtH4g

✅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://bit.ly/3SqTy45

 

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October 27, 2022  

MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

Saxo Bank commodities guru Ole Hansen is back as this week’s feature interview guest. Ole says that with structural inflation, commodity prices really can rise even in recession. Erik and Ole talk about the energy crisis, base metals, precious metals, and much more. https://bit.ly/3Fjkhfi

Download Ole's charts: https://bit.ly/3DbCxo5

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October 20, 2022  

MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot

MacroVoices welcomes Gavekal co-founder, Louis-Vincent Gave to the show. Louis says when China’s Xi Jinping pivots from zero COVID policy to re-opening the Chinese economy, it will send a macroeconomic shock wave through global markets that will re-ignite inflation and have more overall effect than the Fed pivot most market participants are obsessed with. https://bit.ly/3SlOm0q

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3TIFe7r

✅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://bit.ly/3SqTy45

 

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

October 13, 2022  

MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think

MacroVoices welcomes Tressis Chief Economist, Daniel Lacalle to the show. They discuss the Macro outlook in Europe and Daniel says the dire economic situation in Europe is entirely the making of EU policymakers, not Vladimir Putin. https://bit.ly/3VoY9FS

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3CSUx7M

✅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://bit.ly/3SqTy45

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

October 6, 2022  

MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead

MacroVoices welcomes HonTe Investments founder Alex Gurevich to the show where Alex shares why he agrees with the view that the macro risks are quite substantial now and why he thinks we're headed toward a deflationary depression.https://bit.ly/3RN2Bv4

Download Alex's Charts: https://bit.ly/3fPgCLB

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3EnRLZj

✅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://bit.ly/3SqTy45

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

September 29, 2022  

MacroVoices #343 Jeff Snider: Why the Dollar Remains King

MacroVoices Erik Townsend and Patrick Ceresna welcome Jeff Snider to the show. With the USD appreciating to levels few predicted, it was time to bring back someone who predicted the move. So this week’s feature interview will focus on what the factors are that drive the U.S. Dollar. We’re also introducing a new show format this week, which includes adding a new personality to our postgame segment to keep things interesting. https://bit.ly/3LX9bxY

Download Jeff’s slide deck: https://bit.ly/3SK5myg

Download Big Picture Trading chartbook 📈📉 https://bit.ly/3dWjtSf

✅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://bit.ly/3SqTy45

 

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

September 22, 2022  

MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz

 

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

 

 

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